In Pascal 6.10, we introduce a redesigned efficient approach for filtering on cases and clients in Pascal Screening.
We implemented Quick Filter buttons and added the ability for you to create and save your own custom-made filters to easily access later.
This new feature simplifies the way you can view and manage cases adhering to specific filters. In addition, we have introduced new filters to focus on Hit Sources and Hit Resolve status in combination with the already existing filter options.
How It Works
- Expand the filter's panel:
Navigate to the Cases or Clients tab in Pascal Screening and click on 'Filters' in the top right-hand. - Quick Filters:
Click on one of the Quick filter buttons to enable the specific filter. Click on the same filter button again to disable it. Once a filter is turned on, it will stay on until it is disabled. Only one filter can be turned on at a specific time./6.10%20New%20Filter%20design%20in%20Cases%20and%20Clients/New%20Filters%20-%20Cases%20-1.png?width=622&height=340&name=New%20Filters%20-%20Cases%20-1.png)
- Using a custom filter:
- To create a custom filter, click on the Add filter button and select one of the options shown in the side panel. You can then set the specific option(s) you would like to filter on in this filter. The Save button can be used to save the custom filter in the Quick filters When saving the filter, a filter name should be added.
- A custom filter can be deleted. Activate the custom filter by clicking on it in the Quick filters section and pressing the Delete button in the bottom of the filter section. Once deleted, the custom filter cannot be restored.
- To edit a custom filter, click on the filter and add/remove filters. Then save the filter with the Save button and the same name to overwrite the existing filter. Or provide a new name to add your configured filter as a new quick filter option.
- A saved custom filter is only visible to the user who created it and cannot be accessed by others.
- To reset all filters and stop filtering the overview of cases or clients, click on the Clear filters.
- To create a custom filter, click on the Add filter button and select one of the options shown in the side panel. You can then set the specific option(s) you would like to filter on in this filter. The Save button can be used to save the custom filter in the Quick filters When saving the filter, a filter name should be added.
- Where to find it?
In Cases and Clients pages, and in the Linked cases card within a client.
How It's Beneficial
- Intuitiveness: The updated layout is more intuitive and user-friendly, making it easier to navigate and apply filters.
- Flexibility: Customise and save multiple filter combinations to suit your specific workflow.
- Efficiency: Custom filters can now be applied with a single click when using the new feature to save filter configurations as quick filters.