Currently In Feature Preview

What is Feature Preview?

Feature preview gives our users a unique opportunity to evaluate select enhancements to Agility Blue that are still considered under development in quality testing prior to being released for general availability.

Enabling Feature Preview

To enable feature preview, click on your user icon menu while in a workspace and select the "Enable Feature Preview" menu option. You can tell that you're in feature preview mode when you see the yellow text "Feature Preview Enabled" on the top left of the screen.

To disable feature preview, click on your user icon menu while in a workspace and select the "Disable Feature Preview" menu option.

Currently Available in Feature Preview: Advanced Grid Filters

Advanced Grid Filters let you build powerful, precise filters across most grids in Agility Blue, with no limit on the number of expressions per field and support for grouping conditions. They work alongside standard grid filters and provide a clear, human-readable preview of the active filters.

Accessing Advanced Grid Filters

You can open Advanced Grid Filters from any grid that supports filtering:

1. Click the Toggle advanced filters icon in the grid toolbar or press the Ctrl + Shift + F keyboard shortcut.
   

2. The filter panel opens on the right side of the screen
   

If filters are already applied to the grid, they will automatically load into the panel when it opens and any filters applied to the grid or panel will sync across.

Understanding the Filter Panel

The filter panel is made up of three key parts:

1. Filter Builder

This is where you define your conditions:

1. If you have multiple fields that you’d like to filter on, determine if you need AND or OR logic
   

2. Determine if you need an Expression or a Group

   1. An expression is where you choose a field, select an operator, then enter a value. The fields available to select from will be the same fields the grid has available (the fields do not need to be visible in the grid in order to filter on them).
      

   2. A group is where you group multiple expressions using AND / OR Logical Operators
      

You can add multiple conditions and combine them using AND / OR logic and create complex conditions using grouping and combining expressions conditions. The parent group controls the AND / OR logic for the children of that group. For example, the following filter on the tasks grid checks for new or in progress tasks that contain one of 3 tags:

In this example, there are 2 groups joined together by AND logic. Within both groups, OR logic is applied, which means the filter will look for at least one item in both groups to be true to display a matched record.

2. Filter Preview

The preview shows a clear, human-readable summary of your active filters.

Each part of the filter is visually grouped:

• Field names appear as blue-labeled chips

• Operators describe how values are compared as gray-labeled chips

• Values are shown as orange-labeled chips; and

• Logical groupings are clearly displayed within parenthesis where appropriate and conjoined by green-labeled chips

This makes it easy to verify filters at a glance before applying them.

Note

Values will appear in the preview after a value-input loses focus when, for example, you move onto the next field or move to click on the Apply Filters button.

3. Apply / Clear Controls

• The Apply Filters button updates the grid immediately
  

• The Clear Filters button to the right of the Apply Filters button removes all user-defined filters (system-required filters remain intact and typically aren’t shown in the expression builder)
  

Filtering by Common Field Types

Text Fields

Text fields support the following operators:

• Contains

• Not Contains

• Equals

• Does Not Equal

• Has Any Value

• Has No Value

• Starts With

• Ends With

Example:

Number Fields

Number fields automatically use numeric inputs based on the field type:

• Whole numbers do not allow decimals

• Decimal fields allow precision

Number fields support the following operators:

• Equals

• Not Equals

• Has Any Value

• Has No Value

• Is Greater Than

• Is Greater Than or Equal To

• Is Less Than

• Is Less Than or Equal To

Example:

Date Fields

• Dates are displayed using the browser’s local time zone

• Date filters are displayed in a consistent, international-friendly format: YYYY-MM-DD

• Hovering over a date will show a tooltip displaying the ISO 8601 variant of the date

Boolean Fields (Yes / No / No Value)

Boolean fields support the following operators:

• Is Equal To

• Is Not Equal To

Boolean fields provide the following value options:

• No Value (for records where the field is empty)

• Yes

• No

Examples:

Dropdown / Option Fields

Some fields use predefined lists (for example: Access State, Status, Category).

These fields display the same dropdown options used in the corresponding grid, ensuring consistency.

Examples:

Combining Multiple Conditions

You can create complex filters by combining conditions:

• Use AND to require all conditions to match

• Use OR to allow any condition to match

Filters are automatically grouped and displayed in the preview.

Example:

Filtering for “Has Value” or “No Value”

For fields that support it, you can filter based on whether a value exists:

• Has Any Value – records where the field is populated

• Has No Value – records where the field is empty

This is especially useful for:

• Status fields

• Approval flags

• Optional reference fields

Using Advanced Filters with Standard Grid Filters

Advanced Grid Filters stay in sync with:

• Grid row filters

• Toolbar filters

• System-enforced filters

If a filter is applied directly in the grid, it will appear automatically in the filter panel and preview.

Tips for Best Results

• Use the Filter Preview to confirm filters before applying

• Combine date ranges using On or After and Before

• Use Has No Value to find incomplete or missing data

• Clear filters if results don’t look right and rebuild incrementally

• Filters applied with the advanced filters panel can also be saved within the grid’s saved filters list

Closing the Filter Panel

You can close the filter panel at any time using the Toggle Advanced Filters button on the grid toolbar, the x button in the top-right corner of the advanced filters panel, or by using the keyboard shortcut Ctrl + Shift + F

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Applied filters remain intact until cleared, regardless if the advanced filter panel is visible or not.