Searching and Filtering

How to find things in lists

Your lists might get big, so we provide several ways to sort and find your items.

  1. Searching with Tags

  2. Searching with Text

  3. Filtering

  4. Sorting

Read on to understand each of these.

Searching with Tags

Tags are central to how Taglo products work - for more information about Tags, look at the dedicated Tags section of this documentation.

Many of the items that will be presented to you in list form will either be tagged directly or related to Tags in some other way.

To filter by Tags, just type in the Tag search box and select all Tags that you want to include in your search. You will be presented with all results that are directly tagged with the selected Tags, or are tagged with descendants of the selected Tags.

For instance, if you have an item that is tagged with Spain, it will appear in results for the Tag Spain, but it will also appear in results for the Tag Europe, because Europe is a parent of Spain.

GIF showing a list of Variables being filtered by Tags. The user first selects the "Region" tag, and then the "GBP" tag. Each time a tag is selected, the list is refined to show only relevant items.
Filtering a list using Tags

Searching with Text

To search by text, just type in the search box. To search for multiple terms, select the search item from the dropdown list to "lock-in" the search term, as shown in the GIF below. You can add as many search terms as you want, and clear them at any point using the Clear button.

Use the Up and Down arrow keys to move between the search box and items in the list

GIF showing a list of Variables being filtered using text search. The user enters the word "Revenues" into the search box, and selects the search item from the drop down, which filters the list to only Variables containing the word "Revenue". The user then types in the search box again, with the word "region". This further filters the list.
Filtering a list using Text Search

Filtering by Properties

Most lists allow you to filter items by a property of the item. To use, simply click on the filter icon, select the property you wish to filter by, and the desired value of the property.

The example below shows the user filtering for Variables that have not yet been added to the Layout.

GIF showing a list of Variables being filtered by properties. The user presses the Filter icon, which brings up a list of properties. They choose the "Is in Layout" property, and then the value "False". This filters the list to only Variables that are not yet in the Layout.
Filtering a list using Properties

Sorting by Properties

Most lists allow you to sort items by a property of the item. To use, simply click on the sort icon, select the property you wish to sort by, and select the sort order (ascending/descending). You can select multiple properties to sort by, and rearrange them by dragging and dropping.

GIF showing a list of Variables being sorted by property. The user presses the sort (A to Z) button, which brings up a list of properties to sort by. They then select the "Name" property, followed by the "Unit" property. They then change the order of the sorters and the direction of the sort.
Sorting a list using Properties
PreviousDeleting ItemsNextPreviewing and Editing

Last updated