TRC lets you filter your lists. The filter lets you query for patterns or create a new share code that lets you then share your filtered view with others or use your filtered view with other parts of TRC like printing and maps.
Accessing the Filter
You can access filtering via the standard list view. Click the filter icon in the top-left view:
You can also access Filter from the plugin list.
Common things to filter on are:
- History – this is how likely somebody is to actually vote.
- Party Id – this is the party affiliation.
There are several views for filtering. The “basic” tab lets you qickly filter on History, PartyId, and Age.
You can also switch to the “Query Builder” tab to create a more complex query. For example, this query is for any women with Party equal to 1 and that live in the specified zipcode or city.
Saving the filter
Once you run your query, you can save it:
The “Save Query” button will prompt you for a name for this filter. When you hit the back button to go back to the List View, you’ll see it on the sheet list. At this point, the filter acts just like any regular sheet, and you can share it, print it, or use it with any other plugin.
Click on “walking list” next to that filter, and you’re now viewing just within the filter.
You can click “share this” to share just this filter with another volunteer.
You can click “view entire walking list” to get back to the full list and possible create new filters.
Filtering creates a new “child” sheet that applies a filter-expression to extract a subset of the rows from the original (“parent”) sheet. The filter creates a a view that shares the same sandbox as the original sheet, so all changes in the child are instantly visible in the parent. However, the child sheet still maintains its own history tracking and audit logs.