Filters Management

The Filters page is a comprehensive management interface for calendar filters within the Web CoPilot system. This page allows administrators to create, edit, delete, and organize calendar filters that control how events are categorized and displayed. Filters are essential components that connect calendar events with their organizational categories and visual presentation.

Quick Start

To get started with filter management: Search for existing filters using the search box, Add new filters with the green Add button, or Edit existing filters by clicking the Edit action in any row. Use the color swatches to quickly assign visual colors to filters, and manage filter visibility with the Hide/Un-Hide toggle.

Toolbar Functions

The toolbar provides essential navigation and management controls for the filters system:

Button Function Permission Required
Add Opens the filter entry form to create a new calendar filter Calendars_Add
Back Returns to the previous page using browser history None
Close Closes the current window or returns to Control Panel None
ð??? Refreshes the current page to reload all data None
Show All Clears all search filters and displays all available filters None
Hide/Un-Hide Toggles visibility of hidden filters in the listing None
UnDelete Shows only deleted filters for potential restoration None

Search Functionality

The search box allows real-time filtering of filters by name. Simply type in the search field and press Enter or click the search button to filter results. The search is case-insensitive and matches partial filter names.

Data Table Columns

The main data table displays comprehensive information about each calendar filter:

Column Description Sortable
Checkbox Selection checkbox for bulk operations like delete or undelete No
Color Swatch Visual color indicator for the filter - click to change color No
Filter The name of the filter (displayed in uppercase) Yes
Type The filter type classification Yes
Actions Quick action buttons for common filter operations No
Status Current status badge indicating filter visibility and state Yes
ID Unique identifier number for the filter record Yes

Action Buttons

Each filter row contains several action buttons for different operations:

  • Edit Edit - Opens the filter record editor (requires Calendars_Edit permission)
  • Delete Delete - Soft deletes the filter (requires Calendars_Delete permission)
  • Report Report - Opens a calendar report for this filter in a new window
  • Events Events - Shows all events associated with this filter
  • Calendar Calendar - Opens the calendar view filtered by this filter
  • AddLink AddLink - Adds a new link association for this filter
  • Widget Widget - Opens widget control panel for this filter

Filter Management Workflows

Creating New Filters

  1. Click the Add button in the toolbar
  2. Fill out the filter entry form with required information
  3. Set the filter type and color preferences
  4. Save the filter to make it available for calendar events
  5. Return to the filters list to verify the new filter appears

Editing Existing Filters

  1. Locate the filter you want to edit using search or browsing
  2. Click the Edit action button for that filter
  3. Modify the filter properties in the edit form
  4. Save changes and return to the filters list
  5. Verify the changes are reflected in the table

Color Management

  1. Click on any color swatch in the table
  2. Select a new color from the color picker that appears
  3. The color is automatically saved when you make a selection
  4. The swatch updates immediately to reflect the new color
  5. This color will be used in calendar displays for this filter

Deletion and Recovery

The system provides multiple levels of filter deletion to ensure data safety:

Soft Deletion

  1. Select filters using the checkboxes in the leftmost column
  2. Click Delete Selected button that appears in the toolbar
  3. Confirm the deletion when prompted
  4. Filters are marked as deleted but not permanently removed
  5. Deleted filters are hidden from normal view but can be recovered

Viewing Deleted Filters

  1. Click the UnDelete button in the toolbar
  2. The page refreshes to show only deleted filters
  3. A red "Showing Deleted" badge appears in the toolbar
  4. Use Back to Filters to return to the normal view

Filter Recovery

  1. Navigate to the deleted filters view using UnDelete
  2. Select the filters you want to recover using checkboxes
  3. Click Un-Delete Selected button
  4. Confirm the recovery action
  5. Filters are restored to active status

Permanent Deletion

Warning: Permanent deletion removes the filter AND all associated calendar events. This action cannot be undone!

  1. Navigate to the deleted filters view
  2. Select filters for permanent removal using checkboxes
  3. Click Permanently Delete button
  4. Confirm twice when prompted (due to irreversible nature)
  5. All calendar events linked to these filters are also permanently deleted

Search and Filtering

Text Search

The search functionality allows you to quickly locate specific filters:

  • Type filter names or partial names in the search box
  • Press Enter or click the search button to apply the filter
  • Search is case-insensitive and matches any part of the filter name
  • Clear the search box and search again to show all filters

Visibility Filtering

Control which filters are displayed based on their status:

  • Normal View: Shows active and visible filters only
  • Show Hidden: Includes filters marked as hidden from normal display
  • Show Deleted: Displays only soft-deleted filters for recovery

Permissions and Access

Filter management requires specific permissions for different operations:

Operation Required Permission Notes
View Filters Calendars_Review Required to access the filters page
Add New Filter Calendars_Add Add button is disabled without this permission
Edit Filter Calendars_Edit Edit action buttons are hidden without this permission
Delete Filter Calendars_Delete Delete action buttons are hidden without this permission
System Admin Client.ID = 1 Bypass all permission checks

Users without proper permissions will see a "DENIED" message and be redirected to the denied page.

Data Table Features

Pagination and Display

  • Default display: 25 filters per page
  • Page length options: 25, 50, 100, or All records
  • Automatic pagination controls when more records exist
  • Record count display shows current page range and total

Sorting Capabilities

  • Click column headers to sort by that field
  • Click again to reverse sort direction
  • Visual indicators show current sort column and direction
  • Default sort: ID column in descending order (newest first)

Bulk Operations

  • Use the header checkbox to select/deselect all visible filters
  • Individual checkboxes for selective operations
  • Bulk operations work across all paginated pages
  • Selected items are preserved when changing pages

Status Indicators

The Status column displays colored badges indicating each filter's current state:

  • Active - Filter is active and visible in calendar operations
  • Hidden - Filter exists but is hidden from normal calendar displays
  • Deleted - Filter is soft-deleted and only visible in deleted view

Click on any status badge to open the filter attributes change dialog, where you can modify the filter's visibility and status settings.

Summary

The Filters management page provides comprehensive tools for organizing calendar filters in your Web CoPilot system. Use the search and filtering capabilities to locate specific filters quickly, manage colors and visibility through inline controls, and maintain data integrity through the soft-delete and recovery system. Regular filter management ensures your calendar system remains organized and user-friendly for all stakeholders.