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Inbox - Filtering

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Filtering in Inbox

To search or filter contents of the message list, the Filter Panel located above the details panel can be used. This allows filtering of a wide array of categories, and also perform a text search of the message list. 

This is most often used to only view messages from a certain account, look for specific messages about a topic, or filter based on assignment or tag type. The filtering buttons act as a toggle to the display of the associated filter.

Filters

Streams / Accounts

Tags

Searching



Filters 

Clicking on the Filters button presents the user with multiple lists of options, each with it's own associated check box.  At the top of each list is the option 'All' which is initially checked, which provides all elements from the selected list.  The lists available are as follows:

 Assignment

 Allows the message list to be filtered to only show messages with one of the selected assignment

  • All - No assignment filtering is required
  • My Messages - Messages assigned to the current user are included.
  • Unassigned - Messages that are not assigned to any user are included.
  • Custom - When selected, an edit button is displayed. Clicking on the edit button causes the Assignment Filter to be displayed.  This contains a list of all users on the left, and all roles on the right.  Clicking on the check-boxes associated with the elements, set those items to be included in the filtered criteria. When the OK button is clicked, the filter is applied and the messages list is updated. 
 Message type

 Allows the message list to be filtered to only show messages with one of the selected Message Types.

  • All - No message type filtering is required.
  • Public - Only messages that are designated as Public by the account type are included.  
  • Private - Only messages that are designated as Private by the account type are visible.
 Sentiment

 Allows the message list to be filtered by the Sentiment.

  • All - Sentiment filtering is not required.
  • Positive - Messages that have a Positive sentiment are required.
  • Neutral - Messages that have a Neutral sentiment are required.
  • Negative - Messages that have a Negative sentiment are required.
 Time

 Allows the message list to be filtered by the date/time that the message was published.

  • Any - No date/time filtering is required.
  • Last hour - messages published in the last hour are required.
  • Today - messages published on the current date are included
  • The week - messages published in the current week are included
  • Last two weeks - messages published in the last two weeks are included
  • This month - messages published this month are included.
  • The year - messages published this year are included
  • Custom - When selected, an edit button is displayed. Clicking on the edit button causes the Time Filter to be displayed. This contains from/to selection buttons above a calendar with a time selector to its right. Clicking on the from/to buttons indicates that the beginning/end of the range is being chosen. Selection of the date and specific time are determined by selection within the calendar and time selector.  When the OK button is clicked, the filter is applied and the messages list is updated.

Streams / Accounts 

Clicking on the Streams / Accounts button presents the user with multiple columns, one for each available Channel. Each channel has a list of associated streams, each with it's own associated check box.  At the top of each list is the option 'All' which is initially checked, which provides all elements from the selected list. Selection of the streams to be included in the message list is determined by selection of the streams via the associated check boxes. To suppress all streams for a specific channel, ensure that the 'All' option is not selected. When the Apply button is clicked, any stream filtering is applied to the message list. 

Channel: Collection of a number of similar Social Accounts.  For example: Several Social Accounts that provide information from Facebook are said to come from the Facebook Channel.


Tags 

( See: Overview of Tag Folders , Overview of Tags )

Clicking on the Tags button presents the user with the top level of tags that have been entered into the application. This may include Tags and Tag folders.  Clicking on any displayed Tag Folder with cause the contents of the folder to be expanded, allowing for further selection as required.  Clicking on any flag will toggle the selection state on/off, with the selected state being indicated with the tag being coloured.  When the Apply button is clicked, any tag filtering is applied to the message list.


Searching 

The Searching feature allows for a match of a word, part of a word or even a phrase. Type the required text into the search area to the right of the Filtering area and click on the Search icon (  ). This will cause the Search filtering to be applied to the message list.

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