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Filtering App References -or- 'Archiving' app items

Within podio can I filter an app reference by a category in the referenced app? (For example, I want to only see (and be able to use) jobs marked as "active" in my time-sheet app - not the ones I have categorised as "closed").

This would prevent users adding time against closed (or archived) jobs.

An alternative solution would be to be able to "archive" App items in some way, so they still exist for reference purposes, but are not active - so do not appear in app-reference lists.

This is the only feature that is stopping us moving everything to Podio. As it stands, a mature project may have 200+ deliverables, 150 may be closed but a user would still see 200+ in their timesheet dropdown when adding time.

Upon further thinking we can see three solutions to this issue:

1) Allow app lists to be filtered (by status, or category for example) so only show items which are 'open'

2) Allow app items to be 'archived' (off/complete/done state) and hence not appear in app reference - so only show non archived items

3) Allow app items to be moved from one app to another (so I could clone 'deliverable' to ;archived deliverables' for example and put dead deliverables in - so only show items from one app

Out of interest, do you guys delete stuff when it is completed (rather than keep them for archival reasons)?

Eddie Completed

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Hi everybody,

I have some great news to share today. You can now filter relationship fields in Podio!

By using filters in the App view, you can now filter out certain items from your apps by saving a view of your liking and use that for filtering in the app template.

This will give you a better way of archiving app items and decide only to have active items show up in your relationships. I hope you like it!

Please let us know what you think, if you have any questions always feel free to get back to us.

Cheers,
Charlie - Podio

Charlie Lindstrom

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I agree with Eddie here. I just wrote something very similar over here: https://help.podio.com/entries/21763877-archiving-workspaces (sorry should've checked here first, bad me). And I see a few other people have mentioned filtering in app reference fields. Could you Podio guys give this some serious thought as it would make such a difference if we had this functionality, even if in the first instance it was only the ability to archive a record.

Thanks

Tony Reid 0 votes
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Hey Tony - Glad someone else feels the same way!

A filtering system in the app-referencing would be a great start to making the whole system super powerful. 

Just being able to say "only show me opened jobs in this app reference" would be awesome. 

I have another idea around it - allowing filters based on previous fields. (so in app-reference 1 i select a job, app reference two only shows me the deliverables attached to the job referenced first).  This would be great, but  I think it is that is less important than top-level app reference filtering -and/or- item archiving.

Eddie 0 votes
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This is definitely a needed function... Podio, what if we could choose an App to reference, but also choose a View to use in the app reference... then we could do whatever filtering we need to do... :)

Patrick Steil

http://www.podiotools.com 

Patrick Steil 0 votes
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Hey Mike

I have not yet found a better way than having a 'category' or status that you can set to 'open' or 'closed' and then filtering closed out of the view.

Unfortunately that does not fix the issue of all the items appearing in an app referenced list.

Eddie 0 votes
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So here is a use case for the filter feature:

I am a consultant with multiple clients. I have one client with which I have multiple projects. I have a workspace for my projects (dev) and one for each client, which they will be a part of along with me and any other consultants or contractors.

I do not want my clients to see any of the data that I have for other projects with other clients.

If I modify an app in client 1's workspace to link to my  projects app in the dev workspace, client 1 will be able to see all of my other clients without a filtering option.  If I am missing something please let me know, however my current understanding of podio's app linking option indicates that client 1 will see the projects and information about the projects of all clients in the project app.

Sean Brady 0 votes
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Thanks Eddie for your response and that works great for my work top but still an issue for others in that work group. I guess the old fashion video training tool needs to come out and place it in a widget on the side (unless any else has ideas).

Mike Neelan 0 votes
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One vote up for adding app field reference or letting us filter the data based on a specific field in the referenced app.

Anders Baden Nielsen 0 votes
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Hey Mike

Don't forget then when you save a filtered view (done from the 'last used view' menu) - you can share this saved view with all the other users of your app.

 

I have, for example, set up one for "Open queries", one for "Closed Queries" and one for "All Queries" (filtering simply on a category rule) - and all of my users can see these views.

Eddie 0 votes
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Eddie, I am right behind you!

1) built in functions to archive or "hide" any item or app u select--A+. it would require a lot work on podio's side. but would help a ton. I don't want to see some items but also don't want to delete them. I would buy someone a six pack.
2) the ability to "share" or move data from one app to another. without the longhand import export feature, also--A+!
3) I can't wait to see the next changes. I'm a big Podio fan!!!

Podio, are these frequent requests on a future timeline?

Jason Brewer 0 votes
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Hey Jason et al, thanks for all the detailed input.

I'd love to get that six pack, but I'm not a coder unfortunately :) 

I have added the input, and we are thinking about archiving in different ways. The situation is that we have a lot of inputs on our lists of course, and we grade and evaluate these every day, all the time. 

I can't and will not make any promises except that we're looking at all of the inputs and we're passionate and focused to bring all the people who use Podio the best platform possible. Thanks again for taking the time to write us, we truly appreciate your passion.

And have a good weekend! 

/Gustav - Podio

Gustav Jonsson 0 votes
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Good to see we're not the only ones in need of a function to filter app reference items in other apps. An item archiving option would be second on our list. These are essential features and need to be implemented soon to keep Podio interesting for us as a company. We're still in test phase (web development) but already in need of the features as mentioned above. Hoping these will be added soon or we might still choose to built our own dedicated platform.   

Michiel Vos 0 votes
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Let me reiterate my idea I listed above... I think if we could just choose an App "view" in our app reference, this would solve the filtering issue and eliminate the need for "archiving"... with a "view" you can make any items you want not show... :)

Thanks

Patrick Steil - podiotools.com 

Patrick Steil 0 votes
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+1 for the ability to add an app field reference letting us filter the data based on a specific field in the referenced app. i.e. everyone can create their own status/archive field in their projects app and they could reference that field via any other app.

Kenn 0 votes
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  • 1 - would love to have this to filter the "developments" of my "current sprint"... I have just created a "redundant" field on my "developments" App - called Sprint - to be able to filter (cards view) the current Sprint developments... but this is not "safe" as it does not automatically preserve consistency... and I have to "manually set the sprint to which the development belongs to", which is information we already have defined previously...
Eduardo Silva 0 votes
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I have an app of Contacts having email adresses, I would really like to extract all the email adresses to one line - for the mail client. To send them all an email. App filtering obviously will get me a table of all email adresses.

I'm looking for an app reference that takes the item data (ie the email address) and appends it into a large text area - in another "news letter app". 

Most people in the list (but not all) are external members of workspaces. But we are still transitioning from email intensive to zero-email, so not all can be done inside the Podio worskpaces (unformtunately). 

Comments and considerations welcome

Jesper Ottosen 0 votes
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Has Podio introduce a filter in a reference app yet? This would be a great time saver for us all.

Leanne Tran 0 votes
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Yeah, we're still waiting on this. It would be really great to be able to filter the choices available in the app reference fields based on other fields or other app references. 

Jason Johnson 0 votes
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+1  - I have the same issues as many of you.  I really need the ability to filter the list of the app reference list.

Our scenario:

Our timesheet app references the Projects app in order to select an appropriate project.  I need this list to only show the active (open) jobs otherwise the reference list just gets out of control and prone to data entry errors if there are hundreds of entries in the list instead of the 10 or 15 that are actually open.

Has anyone got a workaround for this yet?

 

Mr Admin 0 votes