Add/Remove Filters

Filters in Rox allow you to refine your agent list, making it easier to focus on specific criteria. Follow this guide to add, remove, and save filters for efficient list management.

How to Add Filters

1. Access the Filter Menu:

   • Click on the Filter icon at the top of your agent list.

2. Select a Column to Filter:

   • A dropdown menu will appear, listing all available columns in the system.

   • Search for or select the column you want to filter (e.g., "Synapse Job Postings").

3. Apply a Filter Based on Data Type:

   • If the column contains numeric data:

     • Select a condition (e.g., "greater than") and input a value (e.g., 1).

     • The list will automatically update to show only entries matching the condition.

   • If the column contains text data:

     • Click Add Filter and choose a text-based condition (e.g., "contains," "does not contain," or "starts with").

     • Enter the relevant text (e.g., "GenAI Initiatives").

     • The list will update based on the selected condition.

How to Remove Filters

1. Clear Individual Filters:

   • Click the X icon next to an active filter to remove it.

   • The list will revert to showing unfiltered data.

2. Clear All Filters:

   • Repeat the process for all active filters or reset the filters in the Filter menu.

How to Save Filters

1. Save the Current Filter View:

   • After setting your desired filters, click the Save button in the Filter menu.

   • Select Save Filters to persist the filter settings on the current tab.

2. Access Saved Filters:

   • Revisit the tab where the filters were saved to automatically apply them.

By using filters effectively in Rox, you can quickly narrow your focus to specific agents or criteria, saving time and improving productivity.