There are many instances where you may need to search for someone or a specific record within your account. In our applications, you can search for records and refine your view by applying filters. You can find the filter icon located towards the far right of your view in WorkDove.
Many views may be pre-filtered by user status (Active) so that you are always presented with the most relevant data. Depending on your user role, other applications may include pre-filters for Date Range and Primary Manager (for "My Team" views).
These pre-filters can be changed and in some cases removed, if needed.
Adding & Removing Filters
To add additional filters, use the + option then, select the appropriate filter you would like to apply and add your value to perform additional searches. You can add additional conditions to your search by clicking the + sign. If you need to remove a condition, utilize the - sign. Be sure to use the 'Apply Filter' when you have applied all of your conditions!
AND/OR Function
When adding filters, you'll encounter options for AND and OR. These operators determine how multiple filter conditions are applied.
AND: Stacking AND filters, will show items that meet all listed criteria. Think of searching for Goals that are both created in 2024 AND are On Track.
OR: Applying OR filters essentially creates multiple lanes in your search – items that qualify in any lane are included. Consider applying a filter for Goals that are On Track OR At Risk. This will show items that meet either of these conditions.
OR Order Matters: Adding OR splits the search. If you have applied AND filters and then select an OR filter as you continue stacking your filters, this creates a separate lane in your search. Any items listed above the OR are not considered in subsequent stacked filters.
In the example below, your filter results would display any employee where Jada Omari is listed as their manager and they have a monthly check-in frequency. Because OR was applied in the third filter, it will also include ANYONE who checked in last month in the list, regardless of whether Jada is their manager and they check in monthly.
Example:
You want to find reviews for two specific scenarios:
Scenario 1: Department = Human Resources AND Review Year = 2024
Scenario 2: Department = Sales AND Review Year = 2024
Using "AND" function: This would only show reviews where the employee belongs to both Human Resources and Sales departments (which is unlikely). It wouldn't find reviews for either department individually.
Using "OR" as function: Applying the OR filter is correct in this situation as it allows you to create separate conditions. Here's how it works:
First condition: Department = Human Resources AND Review Year = 2024 (finds reviews for HR in 2024)
Second condition (connected by OR): Department = Sales AND Review Year = 2024 (finds reviews for Sales in 2024)
By using "OR", your filter searches for reviews that meet either condition, resulting in a list that includes reviews for both departments in the specified year (2024).
Boolean Operators
Many filters include what is called a boolean operator. These are often required when filtering for items that contain a number. You must select an operator, otherwise the search will be unable to render any results.
You can also save filter views, to learn more about this, refer to this help article.
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