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5. How to Filter or Search a Request

When your list of client requests grows, the Search bar (located above the table) and the Fast Filters panel allow you to narrow results using multiple criteria at once — including name, description, UID, project, client, type, status, and date ranges. Active filters appear as chips above the table, and the Total counter updates instantly.

You can search for requests in two ways:

  1. Quick Search (free-text matching)

  2. Fast Filters (multi-field structured filtering)

To find a request using the Search input:

The Search input is permanently displayed above the Requests table and works independently from Fast Filters. Search terms are not saved inside filter presets.

2. Type your query:
By Name: Start typing the exact or partial request Name.
By Description: You can also enter any word from the Description field (e.g. “setup”, “bug”).

3. Instant filtering: As you type, the table narrows down in real time—only requests whose Name or Description contain your text remain visible. The Total counter at the top left updates automatically to reflect the number of matching records.

Using Fast Filters

1. Open the Filters panel: Click the Filter button (funnel icon) in the top toolbar.

2. Available Filter Fields
You can filter by multiple parameters simultaneously:
Project – filter by project or desk
Name – filter by request name (Contains / Not contains)
UID – filter by exact or non-equal ID
Clients – select one or multiple linked clients
Description – text-based filter
Status – Active, Archived, Pending, etc.
Type – request category
Created – date & time range (In range / Not in range)
Updated at – date & time range

Each field may support operators such as:

  1. Contains

  2. Not contains

  3. Equal

  4. Not equal

  5. Includes

  6. In range

  7. Not in range

3. Apply Filters: After selecting your criteria, click Apply.
The table refreshes immediately and only matching records remain visible.

Active filters appear as filter chips above the table.
Each chip displays:

  1. Field name

  2. Operator

  3. Selected value

Example:
Created date – In range – 28.02.2023 → 13.01.2026
Status – Includes – Active
UID – Not equal – r000117

4. Remove Filters:
Remove a single filter by clicking the × on its chip.
Click Drop filters (top right) to clear all filters at once.

5. Combine Multiple Criteria:
You can combine as many filters as needed.

Example:
To find all Active support-type requests created in the last 30 days for Client “ABC”:

  1. Status: Includes – Active

  2. Type: Equal – Support

  3. Clients: Includes – ABC

  4. Created: In range – last 30 days

Click Apply to update the table.

Saving Custom Views

If you frequently use the same filter combination:

  1. Apply your desired filters.

  2. Click Create View (top right).

  3. Save the configuration for future reuse.

Saved views allow you to instantly load complex filter setups without rebuilding them each time.

With Quick Search for instant keyword matching and Fast Filters for multi-criteria segmentation, you can analyze requests using precise combinations of status, client, type, UID, and date ranges — making even large datasets easy to navigate.