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Version: Current

Troubleshooting: Filters Not Showing Expected Results

Problem​

When you apply filters (Quick Filters or Advanced Filters) in a Zudello list, board, or table view, the results are not what you expect:

  1. Too few documents are shown (expected documents are missing).
  2. Too many documents are shown (unexpected documents are included).
  3. No documents are shown at all.

Common Causes​

  1. Incorrect Filter Logic:
    • Wrong field selected (e.g., filtering by Created At date instead of Date Issued).
    • Wrong operator used (e.g., Is instead of Contains, Less than instead of Less than or equal).
    • Incorrect value entered (e.g., typo in supplier name, wrong status key, incorrect date format).
  2. Multiple Conflicting Filters: Applying multiple filters simultaneously (e.g., Status is Ready AND Assigned To is User A) narrows the results. One of the filters might be unintentionally excluding the documents you're looking for.
  3. Hidden Status Filters: The main status filter bar at the top might be hiding documents even if your advanced filters should include them (e.g., Status bar set to only show Ready, but advanced filter is for Supplier X which has documents in Approval).
  4. Data Permissions: Your underlying Data Permissions might prevent you from seeing certain documents, even if they match your filter criteria. See User Cannot See Documents/Data.
  5. Incorrect Data on Documents: The data on the documents themselves might be incorrect, causing them to be excluded or included incorrectly by the filter (e.g., wrong status, incorrect supplier linked, wrong date).
  6. Case Sensitivity/Whitespace: While most text filters are case-insensitive, leading/trailing spaces or subtle character differences in the filter value vs. the document data can sometimes cause mismatches.
  7. Caching/Indexing Issues (Less Common): Temporary delays in search indexing or browser caching might cause filters to operate on slightly outdated information.

Troubleshooting Steps​

  1. Simplify Filters:
    • Click Clear all in the filter panel to remove all filters.
    • Ensure the main Status filter bar includes all relevant statuses (click Status > Select all).
    • Apply only one filter that you believe should show the expected document(s). Does it work correctly in isolation?
    • Gradually add other filters back one by one, checking the results at each step to identify which filter is causing the issue.
  2. Verify Filter Configuration:
    • Double-check the Field, Operator, and Value for each applied filter. Are they exactly what you intend?
    • Pay attention to date formats (YYYY-MM-DD).
    • Use system keys for status filters (e.g., READY, APPROVAL), not display labels.
    • Check for leading/trailing spaces in text filter values.
  3. Check Status Bar: Ensure the main status filter bar at the top of the view includes the statuses of the documents you expect to see.
  4. Verify Document Data: Find an example document you expect to see but isn't appearing (you might need to remove filters temporarily to find it). Open the document and check the values in the fields you are filtering by. Is the data correct on the document itself?
  5. Check Data Permissions (Admin Task): If you suspect permissions are the issue, ask an administrator with broader access to apply the exact same filters. Do they see the expected documents? If so, review your Data Permissions configuration.
  6. Hard Refresh/Clear Cache: Perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) or clear browser cache/cookies to rule out temporary display issues.

Need Help?​

If filters consistently behave unexpectedly after trying these steps, contact Zudello support. Provide:

  • Screenshots of the filter configuration you are applying.
  • Details of the expected results vs. the actual results.
  • Document UUIDs of examples that are incorrectly included or excluded.