Global Filters

​

Overview

Global Filters enable users to apply a single filter across all widgets in a workspace, providing consistent, cross-functional data views without manually filtering each widget individually. Key Capabilities:

• Unified Filtering - One filter affects all compatible widgets simultaneously
• Field Mapping - Map organization-level fields to app-specific fields for consistent filtering
• Real-Time Updates - Widgets refresh automatically when filter criteria change
• Multi-Criteria Selection - Filter by company, date range, region, status, or other dimensions

Global Filters operate through three tiers: org admins define global fields, app admins map those fields to app data, and end users apply filters from a workspace filter bar.

---

​

Organization-Level Field Definitions

Org admins create global field definitions that serve as the foundation for cross-app filtering. To access: Navigate to Organization Settings > Platform > Field Mappings

​

Managing Field Definitions

Click Add Field to create a new global field with: The Field Mappings table displays all defined fields with their name, type, description, and number of mapped apps. Use the search bar to filter by field name, description, or app. To edit a field, click the pencil icon on the row, update the name or description, and click Apply.

---

​

App-Level Field Mappings

App admins connect organization fields to specific fields within their apps. To access: Navigate to your app’s Configuration > Field Mappings

​

Mapping Fields

The interface displays organization fields with a dropdown for each. Select the corresponding app field from the dropdown to create a mapping. If the selected app field type doesn’t match the organization field type, an error icon appears indicating the issue. Use the search bar to find specific mappings. Select a different app field from the dropdown to change an existing mapping.

---

​

Using Global Filters

The global filter bar appears at the top of workspaces with filter dropdowns for each configured dimension.

​

Applying Filters

1. Select criteria from available filter dimensions (Company, Date Range, Region, Status, etc.)
2. Choose multiple values within a filter using multi-select
3. Combine multiple filters—they work together using AND logic

When you apply or change a filter, all compatible widgets update in real-time to reflect the selected criteria.

​

Clearing Filters

• Click the X on individual filter pills to remove specific filters
• Use Clear All to reset all filters and return to an unfiltered view

---

​

Best Practices

For Org Admins:

• Use clear, consistent field names that all teams understand
• Provide detailed descriptions for each field
• Choose data types that work across the majority of apps

For App Admins:

• Map all relevant organization fields to your app
• Test that global filters produce expected results

For End Users:

• Start with fewer filters and add criteria incrementally
• Remember that widgets without mappings won’t respond to certain filters
• Clear filters when starting new analysis

---

​

Related Features