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:
- The user selects a highway stretch
- Only the checkpoints linked to that stretch are displayed in the next dropdown
- 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.