Filters

Labii ELN & LIMS allows users to create filters for any table within the platform.

Overview

A filter is a collection of limitations to the table fields for allowing users to restrict display results by building one or more queries. Labii ELN & LIMS allows users to create filters for any table within the platform.

We have covered how to use filter functions here. This documentation is focused on how to manage the filters as an administrator.

There are 2 ways to access filters for a particular table: From record list view

  • Click “filters” from sidebar to the left or the navbar to the top

  • Select “My xxx Filters” or “All xxx Filters”

From settings

  • Click the menu icon top right of the page

  • Select Settings

  • Select filters

  • Choose a table from the list; example experiment table.

Add filters

There are 2 ways to access filters for a particular table:

From record list view:

  • Click “filters” from sidebar to the left or the navbar to the top

  • Select “My xxx Filters” or “All xxx Filters”

From settings:

  • Click the menu icon top right of the page

  • Select Settings

  • Select filters

  • Choose a table from the list; example experiment table

You can also see here on how to create a filter: https://docs.labii.com/eln-and-lims/search#filter

Manage/Edit Filters

Filters for a particular table can be viewed and managed from the filter list view On the filter list view for the experiment table, the following fields are:

  • Name - The name of the filter; example “To be witness experiments”

  • Query - Query is in JSON format and use an array for OR operator

  • Users - Members in the organization that you’d also like to use this filter and your name will be added automatically

  • Show in Menu - Default is set to true and it will be shown on the menu. Mark false to hide a particular filter from the menu.

  • Is Archived - Ability to archive particular filters and will not be available to use if the box is checked

  • Table - Shows the table associated with the filter

You can edit the fields if it has a pencil icon to the right of a field. For example, you can edit the Name field by clicking the pencil icon to the right, update the name and click submit.

To the left there is the sidebar which contains the following:

  • Add Filter - click here to add a new filter (as mentioned above)

  • My Filters - click here to see the filters you only have access to or created yourself

  • Filters - Click here to see all the filters related to the experiment table

  • Active/Archived Filters - Click here to view all active and archived filters within the organization

  • Experiment - Click here to see an overview of the experiment table; ability to make edits here as well

  • Columns - Click here to view all the columns associated with the experiment table

  • Sections - Click here to see the sections for the experiment table. Sections are the modules of a document and use sections to insert different types of data. A section holds the data for a widget for one particular record

  • Workflows - Click here to see if there are any workflows related to the experiment table. Also can add workflow; A workflow consists of an orchestrated and repeatable pattern of activity enabled by a systematic organization of resources into processes that transform materials, provide services, or process information.

  • Tables - Click here to see all the tables associated with an organization

  • Record (Experiment) List - Click here to a list of records that matched to the filter

  • Help - Dedicated support page with information on everything Labii ELN & LIMS, how-to guide, tutorial videos, and more

  • Send Feedback - Click here whenever you have a feature request or would like to submit feedback on how we can improve the platform

On the top of the page, there is the navbar which has the following:

  • “+” - Click to create a new filter (the same function as the “add filter” on the sidebar)

  • Search - Click the “search” icon to quickly find a specific filter

  • Menu Drop List - Click on the “Menu” icon:

    • Ability to import and export

    • Links to quickly see all, active, or archived filters, experiments, sections, columns, and more.

    • Help - our dedicated support page with documentation/screenshots/videos

    • Send Feedback - Click here whenever you have a feature request or would like to submit feedback on how we can improve the platform

  • Ability to change the number of records per page

    • Starting at 10 up to 2000 per page

Filter detail

To see an overview of a particular filter:

  • Navigate to the filter list view (experiment table) using the method above

  • Click on the name of a particular filter; “it will be in blue font indicating you can click to see more.”

For example, click on “My Experiments” filter name and here are the overview fields for the “My Experiment” filter (note - the fields below can be updated without leaving the page by clicking the pencil icon to the right of each field):

  • Name - The name of the filter

  • Description - Provide a description of the filter and all other necessary information to help others in the same organization understand what this filter is for

  • Query - Query is in JSON format and use an array for OR operator

  • Users - Members in the organization that you’d also like to use this filter and your name will be added automatically

  • Digest Frequency - How often do users want to receive the digest email for the filter; The default is set to weekly but can change it to none, daily, monthly, or annually.

  • Show in Menu - Default is set to true and it will be shown on the menu. Mark false to hide a particular filter from the menu.

  • Is Archived - Ability to archive this particular filter and will not be available to use if marked true

  • Date Updated/Created - Automatically captured in the background of Labii ELN & LIMS in real-time when changes are made by members within an organization

Staying within the “My Experiments” filter overview page, there is the sidebar to the left which contains the following:

  • Filters (experiment) - Click here to see all the filters associated for the experiment table

  • Table (experiment) - Click here to see an overview of the experiment table; ability to make edits here as well

  • Tables - Click here to see all the tables associated with an organization

  • Experiment List - Click here to see all the experiments within an organization as a list view

  • My Experiment Filters - Click here to see the experiment filters that are under your name

  • All Experiment Filters - Click here to see all the experiment filters within an organization

  • Reports - Click here to run reports based on time, personnel, or projects. For example, run a report based on time to see how many new experiments were created within the last three weeks

  • Help - Dedicated support page with information on everything Labii ELN & LIMS, how-to guide, tutorial videos, and more

  • Send Feedback - Click here whenever you have a feature request or would like to submit feedback on how we can improve the platform

On the top of the page, there are more useful functions such as:

  • “+” - click the icon to create a new experiment filter without having to leave the page

  • More Drop-Down Menu - quick access links for the following:

    • Filters, Tables, Exp List, All Experiment Filters

    • Reports, Help and Send Feedback

Detail View of Filters