Smart Filtering with Buckets

🔍 Smart Filtering with Buckets
 

Smart Filtering is by default enabled when using buckets in forms and boards. It allows users to see only the relevant entries in a dropdown based on prior selections — dramatically reducing clutter and confusion in large datasets.


🧠 What Is Smart Filtering?

Smart filtering ensures that when a user makes a selection (e.g. a customer, bucket, or parent item), only the items that are linked downstream appear as options in the next field.

This behavior is built-in — you don’t need to configure it manually.


🔗 How It Works (With Buckets)

Example Scenario: Roadbuilding

You’re managing several highways as part of a project. Each highway has:

  • A bucket for the highway itself
  • Many checkpoints linked to that highway as downstream entries (another bucket)
  • Checkpoints have GPS data and might be linked to equipment

Now, imagine using a form or board:

  1. The user selects a highway stretch
  2. Only the checkpoints linked to that stretch are displayed in the next dropdown
  3. After selecting a checkpoint, the user sees only the equipment at that checkpoint

This is smart filtering — driven by the parent-child relationships defined when you created your buckets.


🔄 Filter Cascade Example

Here's how selections narrow down options:

  • Customer → shows only relevant buckets (e.g. contracts, highways)
  • Bucket → shows only relevant child items (e.g. projects, checkpoints)
  • Checkpoint → can trigger filtered lists of equipment (if also bucketed)

No need to sift through 1,000+ items — only what's linked upstream is shown.


✅ When Is It Enabled?

Smart filtering is:

  • Enabled by default for all bucket-linked fields and can be toggled on or off when editing the choose one or more field type by selecting the “Enable Smart Filtering” checkbox.
  • Triggered any time you:
    • Use a "Choose one or more" field with a choose one or more data type
    • Select from an upstream entity (e.g. a customer or parent bucket)

🧾 Summary

  • Smart Filtering shows only relevant options based on previous field selections
  • It’s built into the choose one or more field type and is a checkbox that is selected by default
  • Helps users avoid scrolling through massive datasets
  • Based on the upstream/downstream relationships defined when creating your buckets

Smart Filtering ensures that forms and boards remain clean, accurate, and efficient for users navigating complex data.

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