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Set up global filters to enable consistent, cross-widget filtering across your Elementum workspaces. This guide walks through the complete configuration process for org admins, app admins, and end users.
Global filters require configuration at multiple levels. Org admins define the filter fields, app admins map those fields to app data, and end users apply filters in their workspaces.

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Prerequisites

Before setting up global filters, ensure you have:
  • Org Admin access for creating organization-level field definitions
  • App Admin access for the apps you want to enable for global filtering
  • An understanding of which fields should be filterable across your organization

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Part 1: Organization-Level Setup

1

Navigate to Field Mappings

  1. Click on Organization Settings in the main navigation
  2. Select Platform from the settings menu
  3. Click the Field Mappings tab
2

Plan Your Global Fields

Before creating fields, identify the common dimensions your organization needs to filter across:Common global filter fields:
Field NameTypeExample Use
CompanyDropdownFilter all data by customer/company
RegionDropdownGeographic segmentation
Date RangeDateTime-based analysis
StatusDropdownFilter by record status
DepartmentDropdownOrganizational unit filtering
Product LineDropdownProduct-specific views
3

Create Field Definitions

For each global field:
  1. Click the Add Field button
  2. Enter a Field Name using clear, organization-wide terminology
  3. Select the appropriate Type for the data:
    • Text - Free-form text matching
    • Dropdown - Predefined options
    • Date - Date/time filtering
    • Number - Numeric comparisons
  4. Add a Description explaining the field’s purpose and expected values
  5. Click Apply to save
Choose field types carefully. Changing a field type after apps have created mappings may cause compatibility issues.
4

Verify Field Definitions

Review your field definitions in the Field Mappings table:
  • Confirm all required fields are listed
  • Verify types are correct for intended filtering behavior
  • Check descriptions provide clear guidance for app admins

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Field Naming Best Practices

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Part 2: App-Level Configuration

App admins connect organization fields to their app’s data fields, enabling global filters to work with their app’s widgets.
1

Access App Field Mappings

  1. Navigate to your app
  2. Open the Configuration section
  3. Select the Field Mappings tab
You’ll see a list of all organization-level fields available for mapping.
2

Map Organization Fields to App Fields

For each organization field that applies to your app:
  1. Locate the organization field in the list
  2. Click the dropdown on the right side
  3. Select the corresponding field from your app
Example mappings:
Organization FieldApp Field (Sales App)App Field (Support App)
CompanyAccount_NameCustomer
RegionSales_TerritorySupport_Region
StatusDeal_StageTicket_Status
Date RangeClose_DateCreated_Date
3

Resolve Type Mismatches

If you see an error icon next to a mapping:
  1. Check the organization field type
  2. Compare with your selected app field type
  3. Either:
    • Select a different app field with a compatible type
    • Request the org admin to adjust the organization field type
    • Modify your app’s field type to match (if appropriate)
Type mismatches occur when, for example, an organization field is defined as “Date” but the app field is “Text”. The filter may not work correctly until types align.
4

Test Your Mappings

After configuring mappings:
  1. Navigate to a workspace containing widgets from your app
  2. Apply a global filter for a mapped field
  3. Verify that your app’s widgets update correctly
  4. Test with different filter values to confirm consistent behavior

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Handling Multiple Apps

If you administer multiple apps, repeat the mapping process for each:

Consistent Mapping

Map the same organization field to equivalent fields in each app for consistent filtering behavior

Document Decisions

Keep notes on which app fields map to which organization fields, especially for fields with similar names

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Part 3: Using Global Filters

End users interact with global filters through the workspace filter bar.
1

Locate the Filter Bar

Navigate to any workspace. The global filter bar appears at the top of the workspace, above the widgets.
2

Select Filter Criteria

  1. Click on a filter dropdown (e.g., Company, Region, Date Range)
  2. Select one or more values from the available options
  3. The filter is applied immediately
Multi-select example:
  • Select “West” AND “Central” regions to see data from both
3

Combine Multiple Filters

Apply filters across multiple dimensions:
Example: View Q4 performance for Enterprise segment in West region

Filters Applied:
- Date Range: Q4 2025
- Customer Segment: Enterprise
- Region: West

Result: All compatible widgets show only data matching ALL criteria
4

Modify or Clear Filters

To change a filter:
  • Click the filter dropdown and select new values
  • Widgets update automatically
To remove a single filter:
  • Click the X on the filter pill
To clear all filters:
  • Click Clear All to reset the workspace to an unfiltered view

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Understanding Filter Behavior

A widget responds to a global filter only if:
  • The app has a field mapping for that filter dimension
  • The widget displays data from a field that’s mapped
Widgets without mappings remain unaffected by that filter.
Multiple filters within a workspace use AND logic:
  • Region = West AND Status = Active shows only records matching both criteria
Multiple values within a single filter use OR logic:
  • Region = West OR Central shows records from either region
Global filters are optimized for real-time updates. However:
  • Very large datasets may take slightly longer to filter
  • Complex widgets with multiple data sources may require additional processing
  • Performance remains responsive for typical workspace configurations

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Troubleshooting

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Common Issues and Solutions

Symptoms: Applying a global filter doesn’t change widget dataSolutions:
  1. Verify the app has a field mapping for this filter dimension
  2. Check for type mismatch warnings in the app’s Field Mappings
  3. Confirm the widget displays data from the mapped field
  4. Ensure you have permission to view the filtered data

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Next Steps

Global Filters Feature

Learn more about global filter capabilities and best practices

Analytics

Create dashboards that leverage global filtering for dynamic data views

Roles & Permissions

Configure admin access for field mapping management

Best Practices

General guidance for effective Elementum implementations