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Filtering and saved filters

Filters let you narrow a list page down to the records you care about. RecSphere has two filtering modes that share the same modal: a Quick Filter of ready-made fields, and an Advanced filter query builder for more complex logic. Filtering works the same way on every list page, for example Candidates, Clients, Vacancies, Shortlists and Contracts.

The Quick Filter​

  1. Open a list page and click the filter icon at the top right to open the filter modal. It opens on the Quick Filter, titled for the page you are on (for example "Quick Filter - Candidates").
  2. Fill in any of the ready-made fields. They are arranged in groups: on the Candidates page, for example, General (Ref No, name, email, phone, recruitment consultant, status, pipeline status, temperature, AHPRA number and more), Experience (division, grades, specialities, sub-specialities, years of experience, skills, qualifications) and Compliance (compliance consultant, compliance % from and to).
  3. Click Apply to run the filters.

Filters combine to narrow the list, so adding more criteria returns a tighter set of records. To remove every filter at once, click Clear next to Apply; this drops all filters and refreshes the list back to its full set.

The Select Saved List and Select Saved Filter pickers at the top of the modal let you load a saved list or a saved filter without rebuilding it (see below and Saved lists and bulk actions).

Saving a filter​

When you use a set of criteria often, save it as a Saved Filter.

  1. Set up the criteria you want, in either the Quick Filter or the Advanced filter.
  2. Click the save icon at the top right of the modal and give the filter a name.
  3. The filter appears in the Select Saved Filter picker, ready to re-apply or update later.

A Saved Filter stores criteria, not records. Applying it returns whatever matches those criteria at that moment.

Saved filters are not saved lists​

It is worth keeping these two ideas apart:

  • Select Saved Filter holds criteria. Applying one returns whatever matches right now.
  • Select Saved List holds specific records you chose earlier. Applying one returns that exact set as a snapshot.

A saved filter re-applies criteria; a saved list re-applies specific records. For the saved-list side, see Saved lists and bulk actions.

Advanced filtering​

The Quick Filter matches every field you fill in (an AND across all of them). When you need OR logic, grouping, or operators like "contains" or "is not", switch to the Advanced filter.

Open it from the Advanced filtering link at the bottom-left of the filter modal. The modal switches to the Advanced Filter builder. To go back to the simple fields, click Quick filter at the bottom-left.

Building a query​

The builder is made of conditions and groups:

  1. Click Add condition to add a rule. Each condition has three parts:
    • Field - the field to test, chosen from a searchable list (for example Ref No, City, Country, Consultant, Divisions, Grades, Specialities, Driving Licence, and many more).
    • Operator - how to test it (for example "contains", "equals", "is not", or a range, depending on the field type).
    • Value - what to test against.
  2. Click Add condition again to add more rules.
  3. Click Add group to add a nested group of conditions. Groups let you mix AND and OR logic, for example "status is Available and (speciality is Cardiology or speciality is Intensive Care)". You can nest groups and negate them.
  4. Remove any condition with the delete icon at the end of its row.
  5. Click Apply filter to run the query, or Reset to clear it and start again.

Saving and reloading an advanced filter​

Save an advanced query the same way as a quick one: the save icon stores it as a named Saved Filter, and Select Saved Filter loads it back. A complex query you have built once is then one click away.

Quick first, advanced when you need it

Most day-to-day filtering is faster in the Quick Filter. Reach for Advanced filtering when you need OR logic, grouped conditions, or an operator the quick fields do not offer.

How many rows you see​

The Candidates page returns up to 100 rows per page. This cap exists because each candidate row runs live vacancy matching, which is heavier than a plain list. Use the pager at the bottom, or change the Rows per page selector, to move through the results.