Filters and views are tools available to you to facilitate sorting and searching for information.
Views allow you to organise the columns on list screens according to your preferences. Filters allow you to display only what you need, based on the filter settings you have entered.
Filters and views are available in most screens of your Merlin software. They are located at the top right of your screen.
The views
The views
Certain views are available by default in your Merlin space, and it is also possible to create your own views that you can keep for yourself or share with other users.
To customise the view of a board, click on the ‘view settings’ action button.
You will then be taken to the view settings screen.
This window lists all the available columns. This is where you choose the data you want to display in the table.
Once you have selected the data you are interested in, you can close the window by clicking on the cross in the top right-hand corner. The table now displays your selection of columns, which you can arrange according to your preferences by selecting the column and dragging it to the left or right.
To keep this view and save it, click on the ‘saved views’ action button:
You will be taken to the saved views of the page you are currently on:
To save the view you have just configured, click on the ‘add view’ action button.
Then fill in the requested information:
A view can have three types of visibility:
Public: ‘Public’ views are views predefined by Merlin or by users, and accessible to everyone.
Private: ‘Private’ views are views that you save for yourself and that are not visible to other users.
Shared: Saving a view in ‘shared’ mode allows you to share your view with other Merlin users.
After filling in the various required fields, you can save your view by clicking on the ‘Save’ button.
Once your view has been saved, you will be able to find it in the category you assigned it to (Private, Shared, Public).
Filters
Filters
Applying filters to your search allows you to display only the data that interests you. This prevents you from being overwhelmed by superfluous information during your search.
Hidden information can be displayed again at any time by unchecking one or more applied filters.
To apply a filter, click on the ‘filters’ action button.
Once the filter window is open, fill in the fields according to your needs.
For example, you can filter your projects by offer deadline or estimated turnover.
To apply the filter to the table and see the results, click on the ‘Display results’ action button.
Filters are saved throughout your session. They will remain applied even if you close your page and will be reapplied when you reopen it.
To return to the default view, click on ‘Reset’ at the bottom left.
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