Setting Up Custom Filters

Custom Filters' Overview

The new Custom Filter option allows Administrators to precisely tailor what content appears for users, sorted and filtered in logical ways.


Setting Up Custom Filters

*Note: Ensure Advanced Dynamic Widget Filtering is enabled. See customer service representative.   


Once enabled, the Custom Filter option interspersed with the rest:


The menu will expand to show a variety of new options to better control what content to display to users.

A few key points to know when customizing the settings:

  • Many choices are non-exclusive.  Ex. In content types, an administrator could choose Achievements AND Courses; without this filter, they can only choose a single type.

  • Set a date range to limit what users can see at any one time. Since this is a dynamic widget, all dates are relative - so “this week” and “this month”.

  • Use Custom Fields (across multiple entity types) to filter by company-specific criteria. Ex. Create a field called “Priority” and then tag any item as “Sales Top Priority” and then only show the content with those values in the custom field. 

  • Filters are restrictive e.g. leaving Content Type blank will show All.

  • A Content Page is considered a media type.

Custom Filters: Types and Status

First Administrators will choose if they want to limit what content to see in any way.


Custom Area

Choices and Details

Content Type

Choose 1 or more content types to display in the widget. Includes:

  • Achievements

  • Courses

  • Assignments (Requests)

  • Forms

  • Media (All external files: PDFs, videos, images, Office files, .mp3s, SCORM, etc.)

  • Quizzes

  • Leaderboards

  • (Empty) - include all content types

*Note: You can further filter by Media type. See under Filter and Sort.

User Progress

Restrict by where the specific user is in their own progress. This will differ from user to user. That includes:

  • All (default)

  • Not Started

  • In-progress (for Achievements, Courses, and Quizzes. Media is currently seen or not seen)

  • Not Started & In Progress (for anything not completed)

  • Completed

Assigned Status

Refine based on whether Administrators assigned (requested) they do specific content or not. 

  • All (default - leave if you don’t use requests)

  • Not Assigned - any content not assigned to that user.

  • Assigned - all content that has been requested to them. 

*Note: Using a status will exclude any requests (including assignments) that are Closed - past the due date, or Inactive.

Filter and Sort

Then, select a user to see the content in any particular order or range. Select Add Field Filter to pick a relative date range or to filter by one or more custom fields.


Once a filter is added, select Remove to clear that filter. 



Filter / Sort

Choices and Details

Date Filtering

Types of date filters include:

  • Create Date - When the content was first created.

  • Expiry Date - When content is set to expire and be inactive.

  • Modified Date - When content was last edited.

  • Published Date - When content was made Active.

Media Type

Once you’ve chosen to include Media content, you can filter by one or more specific types:

  • Video

  • Image

  • Audio

  • Document

  • Powerpoint

  • Word

  • Excel

  • Keynote

  • Pages

  • Numbers

  • Webpage (Any URL you’ve created as an object)

  • Microsite (SCORM)

  • PDF

  • Stream (streaming video)

  • Unknown (if you’ve added odd types that the system doesn’t recognize)

  • Content Page

Custom Fields

Restrict the content presented through the Custom Fields

  1. First, choose the custom field(s) 

  2. In each custom field, select which value(s) for content presentation. Leave blank to choose All. 


Sort By

If Administrators added a number of objects,  they can determine the order in which their users will see those objects. First choose whether by name or by date.

  • Alphabetical (default) - the name of the object.

  • Publish Date - the date when each object was made Active.

  • Expiry Date - the date when an object is set to be inactive.

  • Create Date - when an object was first created.

Then determine the order:

  • Ascending - A-Z for alpha sorting, earliest to latest for date sorting.

  • Descending - Z-A for alpha sorting; latest to earliest for date sorting.

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