Use the Advanced Filter mode

Some list pages have an Advanced Filter mode. This lets you filter the records to display before Aspen loads data to the page, saving time.

Click the Advanced Filter mode toggle to turn it on or off.

call-out of Advanced Filter mode toggle switch

When the Advanced Filter mode is on, it turns green, and an overlay appears. The overlay displays the fields for that page's field set. Enter values in the fields, and then click Search. Aspen displays the filtered records.

Example: In the District view, click the Student tab to view the Student List. Click the Advanced Filter mode toggle to turn it on. To filter your search by a specific last name, enter it at the Name field, and then click Search.

The page displays the filtered results.

Note: The Search based on drop-down displays the standard filters for the page. To display additional fields on the Advanced Filter overlay, create a field set, and select it from Search fields.

The Advanced Filter mode saves time when you need to do multiple searches in a row. After you do one search, just tweak the search criteria, and immediately do another search. You do not need to create multiple filters and queries.

Example: You need a list of 9th grade girls in homerooms 217 and 218 that have guidance counselor Jen Lewis. You have a field set called Counselor Fields that includes grade, homeroom, gender and counselor name. Use this field set in the Advanced Filter mode:

  1. Go to the Student List, and click the Advanced Filter mode toggle to turn it on.
  2. At the Search fields drop-down, select Counselor Fields.
  3. Enter the information in the Gender, Grade Level and Counselor fields.
  4. At Homeroom, enter 217, and then click Search.
  5. Take a snapshot of the results (Options > Snapshots).
  6. To find the 9th grade girls in homeroom 218, click the Advanced Filter mode toggle to turn it on.
  7. In the Advanced Filter fields, enter 218 in the Homeroom field, and then click Search. You do not need to re-enter the gender, grade level or counselor.
  8. Take a snapshot of the results.

Notes:

  • If you use the Advanced Filter mode on a page, it stays on each time you revisit that page, until you turn it off by clicking the toggle again.
  • Some fields are unavailable. Hover over Alert icon at Search fields to see a message. Screen shot with "Fields are unavailable" message