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Advanced 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.)

Orange is the designated color for the Advanced filter option and is reflected in the orange line across the Subjects page as well as an orange colored dot beside the category we are filtering on.

Saved Filters

Saved Filters, found on the left of the page, is a dropdown menu where users can load filters that have been created by a user with the Layout Admin ABAC privilege.

Saved Filters

Filter toolbar

Beneath the Saved Filters dropdown menu is the Filter toolbar with 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 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. (E.g., an admin may select various criteria and save it as a filter named High Risk Cancer Patients)

To save a filter:

  1. Select the filtering criteria
  2. Name it and give a description (optional)
  3. Click the Save button

  4. 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., a fitness coach will not need access to Omics filters so the admin can delete any genetic filters. To modify which filters are available, admins will click on Filter Types and select the checkboxes for the filters that apply to the project.

Enable Filters

Any user can search for subjects using this preselected set of Filter Types by one of two ways:

  • Go to the Standard tab and select filters


  • Go to the Advanced tab and select filters (This option is for creating a more complex filter.)

  • Navigate to the Advanced tab

  • Click on the Logical Operator root
  • Go to the Add tab
  • Click the "+" beside the filter category of interest
  • Select any checkboxes within the filter categories listed

Selecting one option under a category will have the single option checkbox checked but not the category box.

Filter categories and their options include:

  • Subject Identifiers
  • Demographics
  • Surveys Survey Assignment – Filter subjects that have been assigned the specified survey Survey Status – Filter subjects on the status of the designated survey Survey Results – Filter subjects based on the answers to survey questions
  • Consent
  • Life Extend
  • Cohorts
  • Conditions
  • Procedures
  • Medications
  • Observations
  • Specimen Samples
  • Omics Availability
  • Short Genetic Variants

Logical Operator - This is where the settings for every filter is located. Add – This is how we add filters to our Logical Operator tree

  • Saved Filters
  • Subject Identifiers
  • Demographics Birth Sex checkboxes Male Female Unknown living status subject age subject zip code subject race subject ethnicity subject tags
  • Surveys Survey Assignment (drop down allows you to pick a survey from the project) All versions of survey checkbox Assignment Count (lower and upper ranges) Survey Status (drop down allows you to pick a survey from the project) All versions of survey checkbox Survey Status (checkboxes for Not Started, In Progress, and Completed) Filter by Date toggle Survey Results Survey dropdown (where you can select a survey from the project) Survey Question (where you can select a question from the survey you selected in the Survey dropdown) Aggregation (Most common response or Least common response) Answer (gives you checkboxes for the answers available for that particular question)
  • Consent Settings: Consent Version (select all the versions or individual versions) Consent Minor Version (select all the minor versions or individual versions) Consent Status (Pending – have yet to consent, Active – have consented, and Rejected – rejected or revoked the consent) Filter by Date
  • Cohorts – Click the + by Cohorts on the Add menu. Click on the Cohorts card on the Logical Operator tree to open the Cohort menu. In the Cohort Settings tab. Click the Filter for Subjects in Cohort drop down. Select the cohort you want to filter on specifically. You can then select further filtering on that cohort and select “only males” to find the males of that cohort.
  • Logic - + Add Logical Operator


  • Subjects in EVERY sub-filter
  • Subjects in ANY sub-filter
  • Subjects in NOT IN ANY sub-filter Save – You can save a branch of filters to use at other times by clicking on the Logical Operator root, Click the Save tab, and name the filter descriptively so you can easily select it later and give it a description (optional). Click Save to save it. This filter will now be available in your Saved Filters dropdown on the top left hand side of the screen. Another way to create a saved filter is by clicking on the Logical Operator card within the filter tree, clicking the Save tab, giving it a name and a description (optional), then clicking Save. 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). You may also save a sub-filter, or a single card on the filter tree. You click the card, in the window that opens, click the “Save” tab, give the filter a name and description (optional), and click the Save button. Because this saved filter is not saved at the root (or Logical Operator), it will not be available in the “Saved Filters” dropdown on the top left hand side of the screen. However, you can access this filter by going to the Advanced tab, and either clicking on Filters just below “Saved Filters” or you can add it by clicking on the Logical Operator card within the filter tree that you wish to add the filter, then in the window that opens, click the *Add* tab, click the “+” beside *Saved Filters** and you can add the saved single filter from this list.

In the Advanced tab, you can drag and drop the cards around by their handles. You have to be selected on a Logical Operator to add new filters into that bucket.

An example of using a Saved Filter: A physician may have a set of criteria that would categorize a patient as a “high risk cancer patient”. That physician can create a filter using the various criteria and save it as “high risk cancer patient”. This allows other users to enter the Subjects page and just select “high risk cancer patient” to filter their subjects, without having to know each parameter the subject needs to meet.

Saved Filters - Saved Filters is a dropdown menu with all of the filters available in the project.

An example of building a complex filter: An organization wants to survey subjects who have consented to a project (and not revoked their consent), received their lab results, they received their lab results at least 30 days ago, and they have not received the Participant Follow-up Survey

Consented Subjects Needing 1 Month Follow-up Survey Logical Operator (has none)

Survey Assignment (Subjects who have been assigned survey “Participant Follow-up Form” – “All versions of survey?” has been checked) Subject Observation (Observations – “Results Received” – Toggle “Filter by Date” on, leave “After Days Ago” blank but check the “relative” checkbox, Input 30 in the “Before Days Ago” box and check the “relative” checkbox) Logical Operator (has none) Consent (in Consent settings, select 4 for “Consent Version”, select 4 for “Consent Minor Version”, Select “Rejected” checkbox under “Consent Status”

Another example: If an organization sends a follow-up survey 1 month after the procedure and want to send another follow-up 6 months after the procedure:

Consented Subjects needing a 6mth follow-up Subject Observations (Observations – Lab results received – before 180 days ago) Survey Assignment (Subjects who have been assigned at most 1 survey “Participant Follow-up-Form” in the Survey Assignment settings tab, select “Participant Follow-up Form”, check “all versions of survey”, and input “1” in the “upper” box.) Logical Operator (has none) Consent (Subjects with consent status “rejected for versions 2,3,4,5”)

Another example: When patients come into a clinic and consent to a project, a nurse is supposed to complete an internal checklist/survey. Here’s how we create a filter to see who has consented but not had an internal checklist completed:

No Internal Checklist Consent (Subjects with consent status active for versions 2,3,4,5) Logical Operator (has none) Survey Status (Subjects assigned survey “Internal Checklist” with status Completed.


If you go into the Advanced tab and begin building your filter tree, you start with the Logical Operator as your root and notice it states has all** beneath its name. If you were to click on the Add_ tab of the Logical Operator menu and select **Demographics, then select Birth Sex Male and Birth Sex Female. You should get no results because someone cannot be _both male and female. However, if you want to see all females and males, you could click on the Settings tab of the Logical Operator menu and select “Subjects in ANY sub-filter” to see both males and females.

Pardon our dust

Advanced Filters

Logical Operator as a sub-filter example of testing the limits of this is us going to the Standard tab and selecting the demographic of “all males”, then clicking on the Advanced tab and clicking on the Logical Operator card on the left, adding the demographic of “all women”. This is absurd because no one can be male and female at the same time. The filter results in the table on the right is empty. And if you click back to the Standard tab, you’ll get the following message popup:

Subjects Explorer Switch

This is because Standard mode only can handle 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 go into the Advanced tab and make it so you can select “males” or “females”, but this is now too advanced to fit under the standard mode. Another thing that would disqualify it from being a Standard mode is having a Logical Operator as a sub-filter.

Last update: June 5, 2020