How to Filter Data in a Pipeline

Filtering data in a pipeline allows you to quickly and accurately find cards by applying Field, Operator, and Value criteria to refine the view. Follow the steps below to perform this process.

1st Step: Accessing the Pipelines Module

In the upper left side menu, click “Pipelines” to display your workflows.

This area lists all pipelines in tabs, where you can navigate to view cards.

2nd Step: Opening the Filter Panel

1. Click the “Filter” icon in the upper right corner of the top bar.
2. The “Filter” modal will be displayed with three columns: Field, Operator, and Value.

3rd Step: Selecting the Field

In the Field dropdown, choose the attribute you want to filter by:

• Pipeline Stage
• Name
• Code
• Owner
• Created At
• Updated At

4th Step: Choosing the Operator

The Operator dropdown changes depending on the selected field:

• For Pipeline Stage: Equal, Not Equal
• For Name or Code: Equal, Not Equal, Contains, Does Not Contain
• For Owner: Equal, Not Equal
• For Created At or Updated At: Equal, Not Equal, Greater Than, Less Than, Greater or Equal, Less or Equal

5th Step: Defining the Value

In the Value column, enter the comparison parameter:

• Pipeline Stage: select the desired stage (e.g., “New Request”, “In Progress”).
• Name/Code: type the text to search.
• Owner: select the responsible user.
• Created At/Updated At: use the date picker to define a date or range.

6th Step: Applying the Filter

Click “Apply Filter” at the bottom of the modal to filter the cards.

The list will be updated showing only the cards that match the criteria.

7th Step: Clearing the Filters

To return to the full view, click “Clear Filter” (brush icon) next to the “Bulk Update” button (copy icon).

All filter criteria will be removed, displaying all cards again.

Best Practices:

• Combine multiple filters (e.g., Pipeline Stage + Owner) for better segmentation.
• Use “Contains” for partial text searches and “Equal” for exact matches.
• Limit date ranges to improve performance in pipelines with many cards.
• Clear filters after use to avoid partial views in future sessions.

Conclusion:

You have learned how to filter data in an octapipe pipeline, from opening the modal to applying and clearing Field, Operator, and Value criteria. If you have any questions, contact our support team.