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customisable filter views #33

@aegis301

Description

@aegis301

Describe the feature

Views should be fully customisable and editable so that users can build their own views for tasks and patients and be able to filter/sort by patients and tasks. Ideally we would have a button where we can build custom filters based on properties for each table. The filters then have to be conditional based on the property type:

  • Text
    • equals
    • does not equal
    • starts with
    • ends with
    • contains
    • does not contain
  • date
    • is
    • before
    • after
    • ideally these would also be possible as a relative date, e.g. a filter that checks which patients equal "today" on a property called "suspected discharge date"
  • number
    • is
    • is not
    • gt
    • lt
    • get
    • let
  • checkbox
    • checked
    • unchecked
  • tags
    • is
    • is not

For all: is empty/is not empty

User Flow:

  • User clicks a button for adding a filter
  • Menu (maybe a modal) opens up for adding that filter to the table
  • users have to select the property, filter type and maybe a value (depending on the filter, e.g. a text that should be checked for or a number to compare to
  • accept -> Filter is added to the table, decline -> Process is discarded
  • filter gets placed on top of the table as a little icon, maybe a pill that indicates that the table is currently being filtered

Ideally:
Filters could be saveable and that way made persistent! An additional dropdown menu in the sidebar with custom filters for example that the user can save there.
Suggested Flow:

  • button click on "add filter" button in the sidebar -> Modal opens up for filter creation
  • first: Selection if tasks or patients should be filtered => Main decision gate
  • then: All available properties and data can be selected as filter options (so team, clinic, location in case of a patient, as well as all properties)
  • filter has to be named
  • button on save -> Saves the filter permanently, button discard -> discards the process
  • remember to include a button where a once created filter can be edited and a button where a filter can be deleted.

Why is this feature needed?

Users have different needs on what they want to see and how they want it to be presented. E.g. a card based view on regular wards grouped by rooms, a list based view of all patients grouped by the facility they're in, a list view sorted by name etc.

Additional context

Checkout notion filter for databases for a nice UI flow

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