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Advanced Filters

The Advanced tab of Subjects is where users can build complex filters.

While all Standard filters are Advanced filters, not all Advanced filters are Standard filters.

An Advanced filter is a complex filter with one of the following:

  • Multiple Logical Operators
  • A Logical Operator set to either:
    • Subjects in ANY sub-filter
    • Subjects NOT IN ANY sub-filter
  • Competing criteria (E.g., setting a filter to find subjects that have a birth sex of both male and female. This is competing because they cannot be born as both genders)

Advanced Layout

The Advanced tab is laid out in a similar fashion as the Standard tab. Orange is the designated color for Advanced filters and is reflected in the orange line across Subjects as well as the colored "filtered subjects" oval located above the Subjects Table (as seen below).

Subjects Advanced Layout

On the left side of the Advanced tab:

On the right side of the Advanced tab:

  • Subjects and Insights tabs
  • Action buttons - allow you to perform an action on the selected subjects in your project
  • Filtered Subjects count - shows how many subjects match your filtering criteria
  • Subjects Table - displays all subjects in the project that meet the filtering criteria you've selected

Filter Tree

The Filter Tree displays the architecture of your filtering criteria. It is comprised of cards representing the Logical Operator (root) and the filters (branches) selected. Users can build a complex filter by rearranging these cards(drag and drop using card handles) or clicking on the filter cards to access their settings and options.

Logical Operator Commands

Logical Operator

The Logical Operator, or root of the Filter Tree, dictates whether the filters branching off from it will find and display subjects that meet every filter, any filter, or no filter.

To change the Logical Operator settings:

  1. In the Advanced tab, click on the Logical Operator card in the filter tree.
  2. In the window that opens, select one of the following:
    • Subjects in EVERY sub-filter - (denoted on the Logical Operator card as Has all) This selection means the subjects shown in the table match every filter.
    • Subjects in ANY sub-filter - (denoted on the Logical Operator card as Has any) This selection means the subjects shown in the table match at least one of the chosen filters.
    • Subjects in NOT IN ANY sub-filter - (denoted on the Logical Operator card as Has none) This selection means the subjects shown in the table do not match the chosen filters.

There can be more than one Logical Operator on a filter tree as shown in the image below. In this example, we filtered our subject pool for the following:

  • Everyone who is female
  • Everyone who is male that answered "yes" to the survey question, "Do you vape or smoke?"

Multiple Operators

Saved Filters

Saved Filters are complex filters created and saved by users with the Layout Admin ABAC privilege. They are Saved Filters allow other users to access these complex filters with a simple dropdown menu. (E.g., An admin may select filtering criteria seen in high risk cancer patients and save it as a filter named "High Risk Cancer Patients". This allows other users to enter the Subjects page and be able to simply select "High Risk Cancer Patient" from the Saved Filters dropdown to filter their subjects without having to know each parameter the subject needs to meet.)

Accessing Saved Filters

Any Saved Filters created in a project are accessible to users in the following places:

  • Saved Filters dropdown menu at the top left of the Standard or Advanced tabs (as seen below).

    Saved Filters

    When you click on the Saved Filters search box, each name of the available filters has either Standard or Advanced beneath it, letting you know what kind of filter it is.

    Also, clicking on a Saved Filter will open the corresponding tab (Standard or Advanced).

  • Advanced tab via a Logical Operator card:

    1. Click the Logical Operator card.
    2. In the window that opens, click the Add tab.
    3. Select the "+" beside Saved Filters

      Logical Operator Saved Filters

    4. In the window that opens, select the Saved Filter you wish to apply.

    Note: Users can see a view only list of Saved Filters by clicking the Filters button of the Filter Toolbar. However, users with the Layout Admin ABAC privilege can delete filters in this view.

Creating a Saved Filter

Users with the Layout AdminABAC privilege can create a Saved Filter in one of two ways:

  • Filter Toolbar Save button (saves entire complex filter):

    1. Select the criteria for the complex filter.
    2. Click the Save button in the Filter Toolbar.

      Save Button

    3. Name your filter and give it a description (optional).

    4. Click the Save button.
  • Save option of the Logical Operator card (saves any filters branching off of that Logical Operator):

    1. Select the criteria for the complex filter.
    2. In the Advanced tab, click on the Logical Operator card.
    3. In the window that opens, select Save and give the filter a descriptive name (to easily select it later). A description is optional.
    4. Click Save.

    Save Filter Example

Note: If you have multiple Logical Operators in your filter tree, you can click on an individual Logical Operator card to save the branch of filters connected to that operator. However, to save the entire complex filter tree, you must perform the save operation noted above from the top most Logical Operator card.

Saving a Sub-Filter

You may also save a sub-filter, or a single card on the filter tree to use later. (E.g., You may want to save the filter "subjects who answered 'yes' to 'Do you intermittent fast?'" for easy filtering.) Because this saved filter is not saved at the root (or Logical Operator), it will not be available in the Saved Filters dropdown at the top of the screen.

Save a sub-filter or single card by:

  1. Navigate to the filter tree found in the Advanced tab
  2. Click on the sub-filter or single card you wish to save
  3. In the window that opens, click the Save tab
  4. Name this card/sub-filter and give it a description (optional)
  5. Click Save
  6. Close the card window by clicking the "x"

View saved sub-filters or single cards from the Advanced tab by clicking on Filters within the Filter Toolbar.

Add saved sub-filters or single cards to your filter tree by:

  1. Clicking on the Logical Operator card in which you wish to add the filter
  2. In the window that opens, be sure you are in the Add tab
  3. Click the “+” beside Saved Filters and select the saved sub-filter from the list

Filter toolbar

The Filter toolbar has 4 tools to help the user's experience:

Filter Toolbar

  • Clear – Users can clear their selected filters by clicking this button. This will also change the coloring of lines from orange (advanced filter) or green (standard filter) to blue (no filter).

  • Save – Users with the Layout Admin ABAC privilege can create a custom Saved Filter for others to later select from the Saved Filters dropdown menu.

  • Filters – Clicking this button opens a new window entitled Configured Filters. Here you can view all the Saved Filters created in the project. Also, users with the Layout Admin ABAC privilege can delete a saved filter by clicking the trash can icon as seen in the image below.

    Saved Filters

  • Filter Types – Users with the Layout Admin ABAC privilege can simplify the Subjects experience for users in their project by eliminating filter options that are not relevant to the project. (E.g., in the example below, a fitness coach will not need access to genetic filters so the admin can uncheck any that do not apply to their project.)

    Modify Filter

    To modify which filters are available, admins will click on Filter Types and select the checkboxes for the filters that apply to the project.

    Note: Selecting the checkbox beside a filter category automatically selects all checkbox options within that category. Likewise, deselecting at least one of the checkbox options within a category will deselect the checkbox beside the filter category.

Enable Filters

Examples

Building a Complex Filter

In the clip below we demonstrate how you can build a complex filter by beginning in the Standard tab, then switching to the Advanced tab to add complexity.

Advanced Tree

Below are the steps taken to achieve this:

  1. Begin in the Standard tab of Subjects
  2. Under Demographics, select subjects with the birth sex of female

    Advanced Female

  3. Click on the Advanced tab to view the "filtering tree" on the left of the screen

    Advanced Female Tree

    Note: It begins with the Logical Operator or root, and shows our first branch, birth sex = female.

  4. Click on the Logical Operator. This opens a window allowing you to add more filtering branches and options.

    Advanced Logical

  5. Click on the "+" beside Demographics

  6. Select the "+" beside Birth Sex and select "unknown".

Competing Data

Note: Zero subjects match our filters. This is because the Logical Operator is set to the default Standard setting of "Has all". This means any filtering branch coming off that Logical Operator has to be met. And since someone cannot be born as both female and unknown, the filters are competing and we end up with zero subjects.

If you click back to the Standard tab, you’ll get the following message popup:

Subjects Switch

This is because Standard is for simple filters with non-competing criteria, and in our subject pool someone cannot have two different birth sex selections at the same time.

However, you can fix competing filters by: - Removing one of the competing filters - Adjusting the command of the Logical Operator.

In this instance, we'll fix it using the Logical Operator method:

  1. Click on the Advanced tab
  2. Click on the Logical Operator card connected to the competing filters.
  3. In the window that opens, click on Settings
  4. Switch the command from "Subjects in EVERY sub-filter" to "Subjects in ANY sub-filter"

Subjects Any

Note: The table on the right now shows all subjects (13) that match EITHER the female (5) or unknown birth sex (8) filter.

Building a Complex Filter with Multiple Logical Operators

Using multiple Logical Operators allows you to have different settings (and/any/not) for each Logical Operator and the filters branching from it, allowing you to fine tune your selection and craft a complex filter.

For this example, consider the following: An organization wants to send a follow-up survey to subjects who have consented to a project (and not revoked their consent), have received their lab results at least 30 days ago, and they have not received the "Participant Follow-up Survey".

Filter Tree setup:

Complex Filter Example

"Consent Subjects Needing 1 Month Followup Survey" Logical Operator is set to "Has All" and will filter out subjects that meet the criteria of any attached filter. There are three branches coming off this Logical Operator:

  • Logical Operator "has none" - Setting "Subjects in NOT IN ANY sub-filter" because we want to see subjects who HAVE NOT received the follow-up survey

    • Survey Assignment
      • Subjects who have been assigned survey “Participant Follow-up Form”
    • “All versions of survey?” checkbox is checked
  • Observations (filter settings for "HAVE received a kit results at least 30 days ago")

    • Observations Exist – "Kit Results Received" – Toggle on “Filter by Date”
    • “After Days Ago” - leave blank
      • Check the “relative” checkbox
    • “Before Days Ago” -input 30 in the box
      • Check the “relative” checkbox
  • 2nd Logical Operator "has none" - Setting "Subjects in NOT IN ANY sub-filter"

    • Consent (filter settings for "have NOT have had a consent with a 'rejected' status")
      • In Consent settings, select 4 for “Consent Version” & select 4 for “Consent Minor Version"
      • In "Consent Status" check the “Rejected” checkbox

Last update: 2020-08-10