Filters

Filters

Overview

Filters are an easy way to filter information throughout the platform. You can filter users, courses, learning paths, and groups using fields and conditions.

The platform offers multiple ways to filter information:
  1. Search filters: All users can use search filters to quickly locate information in a list.
  2. Automation-based filters: Instructors, teachers, and administrators can use automation-based filters to further define actions and rules.
  3. Visibility filters: Instructors, teachers and administrators can use visibility filters to define specific access to courses, groups, and more.
  4. Export filters: Administrators can use export filters to export specific information from the platform.
Each type of filter will be covered in more detail in this article. 

Search filters

Search filters can be applied to a list to search for users, courses, paths, and more.

To use a filter:
  1. Access a list.
  2. Click the search icon.
Course filters with Search icon highlighted

  1. Click the filter icon.
Course filter icon highlighted
  1. Click New filter...
Course filter with drop-down showing and the New filter button highlighted

The new filter options display.
  1. Click the first drop-down list to choose a field for the filter.
    1. The list of available items is specific to each list type.

Course listing page showing the filter options
  1. Click the second drop-down menu to select a condition.
    1. Filters can have different conditions, such as contains, equals, and in.

Course listing page showing the filter conditions
  1. In the text box, enter the filtering term. 
    1. The filter will automatically filter the list.

Course listing page showing the filtering term

You can refine your search by adding multiple filters.
  1. To add another filter, click the + button.
  2. To cancel a filter click the X button. 
  3. Click the Save icon save icon to save your filters for future use.
  4. If you want to cancel all of the filters, click the X on the right side of the page.

Course listing page showing a chain of filters

If you have saved a filter, you can use it for future searches.
  1. Access a list.
  2. Click the search icon.
  3. Click the filter icon.
  4. Your saved filter(s) display below the New filter button. 

Search drop-down with saved filter displaying

To delete a saved filter:
  1. Click on the saved filter.
  2. Click the delete icon.

Course listing page showing a saved filter and the delete icon highlighted

Automation-based filters

Automation-based filters allow instructors, teachers, and administrators to define filters for rules in courses, learning paths, and more.

You can add filters to any rule action:
  1. Add an action to a course, module, learning path, group, etc.
  2. In the Add action pop-up, click the + icon in the Filters section.
  3. Select a field from the first drop-down list.
Award badge pop-up showing the filter options

  1. Select a condition from the second drop-down list such as contains, equals, and in.
  2. Type a filtering term.
Award badge pop-up showing the filter conditions

  1. To add another filter, click the + button.
    1. The + button adds an "and" statement, meaning the user must meet all criteria for the action to take effect.
  2. To cancel a filter click the X button. 
  3. Click the Save icon save icon to save your filters for future use.
Award badge pop-up showing a chain of filters
If you have saved a filter, you can use it for future searches.
  1. In the Add action pop-up, click the + icon in the Filters section.
  2. Select a saved filter from the Select a predefined filter drop-down list.

Award badge pop-up showing the predefined filters drop-down

To delete saved filters:
  1. Select the saved filter.
  2. Click the delete icon.

Award badge pop-up with the Delete a chain of filters button highlighted

After adding filters for rules, actions are only performed for users that satisfy the conditions of the filter(s).

Course, Modules, Completion page with the new completion action highlighted


Visibility filters

Visibility filters allows instructors, teachers, and administrators to define who has access to certain items published in the course catalog. Visibility filters can be added to courses, paths, bundles, subscriptions, and digital media.

To add a visibility filter to a course or class:
  1. Access the course or class.
  2. Click Admin from the course navigation menu.
  3. Click the Catalog tab.
  4. Click + Add in the Visibility section.

Course, Admin, Catalog page with the Add button highlighted in the Visibility section

The Visibility pop-up displays.
  1. Click the + icon to create a new filter.
  2. Click the first drop-down list to select a field.

Visibility pop-up showing the filter options

  1. Select a condition from the second drop-down list such as contains, equals, and in.

Visibility pop-up showing the filter conditions

  1. Type a filtering term.

Visibility pop-up showing the filtering term highlighted

  1. To add another filter, click the + button.
    1. The + button adds an "and" statement, meaning the user must meet all criteria for the item to be visible.
  2. To cancel a filter click the X button. 
  3. Click the Save icon save icon to save your filters for future use.
After adding visibility filters, only users that satisfy the conditions of the filter(s) will be able to access the course, path, resource, etc in the catalog.

Visibility pop-up showing a chain of filters

If you have saved a filter, you can use it for future searches.
  1. Select a saved filter from the Select a predefined filter drop-down list.
Visibility pop-up showing the predefined filters drop-down

To delete saved filters:
  1. Select the saved filter.
  2. Click the delete icon.
Visibility pop-up with the Delete a chain of filters button highlighted

To modify a visibility filter:

  1. Click the edit icon to edit the filter.
  2. Click the remove icon to delete the filter.

Course, Admin, Catalog page with the Edit and Remove filter icons highlighted in the Visibility section

Export filter

Filters can be used by administrators to filter information when exporting accounts, courses, or paths. This feature allows administrators to export information about learners in a particular organization or course, export all finished courses, and more. 

To add an export filter:

  1. Click Admin from the primary navigation menu.
  2. Click Export.
  3. Select an export tab.
  4. In the Filter section, click the first drop-down list to choose a field to filter by.
    1. The list of available items is specific to each list type.
Export, Job titles page showing the filter options

  1. Select a condition from the second drop-down list such as contains, equals, and in.
  2. Type a filtering term.
  3. The filter will now apply to your export.

Export, Job titles page showing the filter conditions

  1. To add another filter, click the + button.
    1. The + button adds an "and" statement, meaning the information must meet all criteria to be included in the export.
  2. To cancel a filter click the X button. 
  3. Click the Save icon save icon to save your filters for future use.

Export, Job titles page showing a chain of filters

If you have saved a filter, you can use it for future searches.
  1. Select a saved filter from the Select a predefined filter drop-down list.
Export, Job titles predefined filters drop-down

To delete saved filters:
  1. Select the saved filter.
  2. Click the delete icon.

Export, Job titles page with the Delete a chain of filters button highlighted


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