Advanced Tag Filtering

The advanced filtering function provides detailed control over your data, allowing you to show or hide items based on specific combinations of tags. This is useful for refining searches and quickly isolating the information you need.

With this functionality, you can:

• Display items that simultaneously contain ALL selected tags (AND type logic). Example: display orders that are both "Urgent" and "VIP Client".
• Display items that contain at least one of the selected tags (OR type logic). Example: display orders that are either "Low Priority" or "Urgent".
• Exclude items that contain certain tags. Example: display all orders except those with the "Industrial" tag.

Step-by-step usage guide:

The function is available in all iFlows sections where tags can be used (Workflow, Opportunities, Offers, Orders, Products, etc.).

1. Navigate to the desired section (e.g., Workflow).
2. In the filter bar, click on the filter field (e.g., "Order Tags").
3. Select the tags you want to use in the filter.
4. Below the list of tags, click on the "Advanced filtering..." option.
5. A menu will open with two sets of options: Action and Match.
   • In the "Action" section, choose between:
     • Include: Displays items that match the matching rules.
     • Exclude: Hides items that match the matching rules.
   • In the "Match" section, choose between:
     • Any: The item must contain at least one of the selected tags.
     • All: The item must contain all selected tags simultaneously.
6. After configuring the rules, press the "Search" button. The list will update according to the applied advanced filter.