This 5.23 release introduces the new Quick Filter feature. This makes filtering and segmenting your Pipeliner data even easier by giving you a customisable toolbar allowing you to set any field for quick filtering right there on screen. The Custom Filter tab still exists in the Power Panel for complex filter criteria and Quick Filters and Custom Filters operate in conjunction with each other.

The Quick Filter is switched on by clicking on the toggle between the view selector and the power panel button. This button includes an indicator (a green dot if active) that reflects whether filtering is active in either Quick Filter or Custom Filter ⤵

Quick Filter fields show as clickable buttons (chips) on the toolbar and change colour when selected. Newly added fields appear at the end of the toolbar by default but the order can be changed by dragging and dropping fields. When fields that support multiple selections are being used, a count is shown in brackets to indicate how many criteria are active. If the number of fields selected exceeds the width of the toolbar, a “More” button appears which will display the additional fields when selected ⤵

You need to be aware that if an added field becomes unavailable (for example, due to changed access rights) or deleted, the chip turns red and shows as unavailable or deleted respectively and that the underlying criteria cannot be changed for unavailable and deleted fields. When unavailable fields are present, no records will be displayed.

Clicking on a field in the Quick Filter toolbar opens a field-specific menu. The menu type depends on the selected field type (for example, multi-select vs. text input) ⤵

Quick Filter appears across Preview screens for all main entities and custom entities that have preview screens, including archived entities. Quick Filter settings are remembered when switching between views and Preview screens. Added fields, their positions, and criteria are saved into the currently-used profile when the user saves the profile ⤵

You can manage your Quick Filters from the management section on the right hand side of the Quick Filter toolbar ⤵

The Power Panel tab is renamed to Custom Filter. The Custom filter tab can be accessed by opening the Power Panel or by clicking on the Custom Filter button in the Quick Filter toolbar. When at least one Quick Filter field has active criteria, an infobox appears in the Custom Filter indicating that records are also limited by a Quick Filter. The Quick Filter notification is clickable; if the Quick Filter toolbar is hidden, clicking it reveals the toolbar ⤵

Some system fields are never empty in Pipeliner - Ranking, for example or Account Class - but in order to support Quick Filters, these fields now have an “unselected state” ⤵

A field in the unselected state does not contribute to filtering until the user selects a value but, after a value is selected, clearing back to an empty state is not possible so users need to remove the field/option to clear it.

Fields / field types covered include

The Quick Filter toggle button is available on static profiles and Quick Filter fields appear and remain interactive, but the field menus are read-only (criteria cannot be changed). Within the field menus, search and clear actions are disabled and, on the Quick Filter toolbar, Modify and Clear All are not available; Custom Filter remains available and behaves as on standard profiles ⤵

Quick Filter is supported in both the new and old navigator experiences but, in the navigator context, the default fields are limited (for example Owner and Sales Unit), and management capabilities are reduced (no Modify, no Custom Filter). Only Clear All is available when any criteria is set. The previous Filter tab has been removed as options are moved over to the new Quick Filter toolbar.

The Quick Filter is added to Insights and the Quick Filter toolbar is placed under existing tabs, with a separate Quick Filter configuration per tab.

Each tab has its own default fields (for example, Insights/Indicators default to User + Sales Unit; Conversions/Performance default to Owner + Sales Unit). The previous Filter tab has been renamed to Custom Filter.

Quick Filter is added to Forecasts and uses the same behavior as on Preview screens. Default fields align with Opportunity Preview screen defaults.

TheQuick Filter toolbar has been added to Reports and uses the same behavior as on Preview screens. The default selected fields are based on the report’s selected entities. The previous Filter tab has been renamed to Custom Filter ⤵

Creating a report from a Preview screen or from a profile copies the current Quick Filter and Custom Filter configurations. The selected Quick Filter fields and conditions migrate into the report’s Quick Filter, replacing the defaults. Currently selected Custom Filter fields and conditions migrate into the report’s Custom Filter.

Quick Filter is added to Report Dashboards and uses the same behavior as on Preview screens. The previous warning text from the Filter tab is moved into a warning icon with tooltip on the Quick Filter toolbar. Management capabilities are reduced in dashboard contexts (no Modify; no Custom Filter), only Clear All is available. The filter tab has been removed as options are redistributed ⤵

Selecting a report swaps the dashboard Quick Filter to the selected report’s Quick Filter; unselecting restores the dashboard’s own Quick Filter.

When a selected dashboard card has no Quick Filter, it will not be available.

Quick Filter has not been implemented in Advanced Reports due to their advanced nature and the use of the Report Builder tool. When converting a report to an advanced report, Quick Filter and Custom Filter criteria are carried over and translated into Custom Filter criteria and Advanced Report filter and Report Builder filter remain compatible after conversion.