Tag Filtering

Filtering Tags Using Metadata

Tags in R2S have additional information, or ‘metadata’, contained within them. In version 5.5.0 we added the ability to filter tags based on that metadata, and in version 5.29.0 we changed the layout of this panel.

Select Search from the Project Structure menu and then pick a Dataset from the drop-down list. This will bring up a list of the corresponding tags in the system. Additional filters are now available that allow you to search for specific tags within the list, based on their metadata.

Filter Panel

Layout

In update 5.29.0 we made a significant change to the filtering. The filter options now opens in a new panel to the side, giving users a lot more room to view and select filtering options. This also allows users to see a larger list of the filtered items.

To enable filtering, users must first select dataset(s) to be filtered (1). After selection, the Show Filters button will be enabled.

Multi-select

In the new Filter Panel, users are now able to select multiple options per metadata field for filtering (2). Once users start typing in each field, a list of available options will be displayed (3). To remove one or more options, click the small cross next to each selection. The list of tags and the viewer will update as users change their filter options.

Relative Date Periods

We have also added the ability to select relative date periods. This will be the default option, however users can select exact dates instead if that is preferred. This allows users to quickly and easily select pre-defined periods (for example a Target Completion Date within the next six months (4)).

Clearing Filters

Users can easily clear all filters by clicking the cross on the pill showing the total number of filters (5). Users can remove an individual filter by selecting the small cross next to the filter name (6), or you can temporarily show/hide the filter by toggling the Show Results button in the filter notification section (7).

Note: If you are having trouble using any tool or feature in R2S please contact our support team here.