Using Filters in Pivott
Overview
Filters in Pivott help you quickly narrow down the information displayed on a page so you can focus on the records that matter most. Instead of scrolling through large lists, you can apply filters to show only items that meet specific criteria.
Filters are commonly used to find contracts or records based on property, department or other attributes. They help you organize your view and locate information more efficiently.
How to Show Filters
By default, filters are hidden to keep the page clean.
To show and use filters:
- Navigate to the page you want to filter (for example, the Contracts tab).
- Click Add Filter + to choose your filter(s).
- The filter panel will appear.
- Select the filter options you want to apply and click Apply Filter.
- The list will update automatically based on your selected filters.
- Click Show Filters to see which filters you've applied.
You can adjust or clear filters at any time to change the results that appear.
Expired vs Archived
Expired
An item is expired when it has passed its expiration or end date. These items are no longer active but remain in the system for historical reference.
Archived
An archived item has been intentionally moved out of the active view. Archiving is typically used to hide older or no longer relevant items while keeping them stored in the system.
Key difference
- Expired items become inactive automatically when their date passes.
- Archived items are manually removed from active lists to keep your workspace organized.
If needed, you can use the toggles to include or exclude expired and archived items in your view.
