Secure & Govern - Advanced Filters

Egnyte introduces Advanced Filters within the Secure & Govern platform, accessible through the Issues and Sensitive Content menu options. This feature significantly improves user experience by eliminating the need for manual scrolling and searching for specific filters. Additionally, users can personalize their experience by saving frequently used filters for quick access.

Navigate and Apply Advanced Filters

1. Click Issues or Sensitive Content in the left menu. Advanced filter options will appear. 

2. Click on Filters.

3. Click on > against each filter to expand and view the associated filter options. 

4. Select the desired filters. The blue badge against each filter denotes the number of options selected for the respective filter. 

5. Click Apply.

The dashboard shows matching results with the filters applied. The filters applied show at the top.

If all the filters do not fit in the same row, click more to view the rest of the filters. 

Click View Less to restore the view to a single row. 

Save a Filter 

• Navigate and apply the desired filters. 
• Click Save.
  
• Give a unique name (mandatory) and description (optional) to this filter and click Continue. 
  
• Saved filter will show up under Filters -> Saved Filters.
  

Using Saved Filters

Apply Saved Filters

• Navigate to Filters -> Saved Filters.
• Select the desired filter from the list and click Apply.
  

Edit Saved Filters

• Navigate to Filters -> Saved Filters.
• Click on the Edit icon on the saved filter option.
  

• Enter the modified name and/or description. Click Continue.
  

Delete Saved Filters 

• Navigate to Filters -> Saved Filters. 
• Click on the Delete icon next to the saved filter.
  

• Click Delete button in the confirmation pop-up.
  

Reset Filters

Users can reset individual filter options to default while selecting the filters to apply. 

• Navigate to a particular filter category.
• Click on Reset option to reset the selection for the particular category to its default.
  

Clear Changes 

There is an option to clear the changes to the default filter selection for all the filter categories. 

• Navigate to Filters -> select all the desired filter options
• Click Clear changes to reset the filter selection to default for all the categories. 
  

 

Remove the Filter(s)

There are multiple ways of removing the applied filters. 

Option 1: Click on X against the filter category at the top (not applicable for default filter options). 

 

The dashboard will refresh to show the results after removing all the filters for the specific category.  

 

Option 2: Navigate to Filters and deselect the filter(s) that need to be removed. Click Apply. 

 

Option 3: 

• Click Reset all.
  
• Click the Reset all button in the confirmation pop-up. All the applied filters except the default filters will be removed and the dashboard will show the matching results. 
  

Delegated Issues Indicator

Delegated issues assigned to the user and categorized under "In-Progress" and "Action-Pending" statuses will feature a visual indicator within the Filters -> Status option. These indicators will also be displayed next to these two status options.