Implementing Color-Based Categorization for Assigned Filters

Implementing Color-Based Categorization for Assigned Filters

Introduction:
This guide provides a detailed explanation of how to implement color-based categorization for assigned filters. This feature enhances the visibility and management of filters by assigning specific colors to different types of filters, including category filters, non-category filters, filters from different companies, and filters added from lists.

Understand the Filter Types and Color Assignments:

Manual Filters:

  • Manual filters, which are applied by the user without any predefined categories, are displayed in purple.

Category Filters:

  • Category filters, which are predefined and grouped based on certain criteria, are displayed in green.


Category Filters from Different Companies:

  • When a category filter is applied from a different company, it is displayed in yellow.


Category Filters Shared by Multiple Companies:

  • If a category filter is available and used by more than one company, it is displayed in blue.


Filters Added from Lists:

  • Filters that are applied based on a pre-created list are displayed in red.


Applying and Managing Filters:

Apply a Manual Filter:

  • Navigate to the desired template, asset, or gallery.

  • Go to the filters tab and apply a manual filter.

  • The manual filter will appear in purple. A tooltip will indicate "Manual filter added."


Apply a Category Filter:

  • Apply a filter from a predefined category.

  • The category filter will appear in green, with a tooltip indicating "Category filter added."


Working with Filters from Different Companies:

Share Assets Between Companies:

  • Share a template, asset, or gallery from the parent company to a child company.

  • In the child company, category filters from the parent company will appear in yellow. The tooltip will indicate "Category filter from different company."

  • Note: Filters from different companies cannot be removed by users in the child company.


Category Filters Used by Multiple Companies:

  1. When a category filter is shared and used by more than one company, it will appear in blue in the
    child company.
  2. The tooltip will indicate "Category filter added from more than one company."
  3. Note: Users can only remove the filter from their own category list, not from other companies.


Convert Filters Based on Company Usage:

  • If a user tries to remove a category filter that is used by more than one company, it will convert to an orange color, indicating it has been retained as a filter from a different company.


Managing Filters Added from Lists:
Apply Filters from a List:
  1. Create and apply filters from a predefined list (e.g., an email list).
  2. Filters applied in this manner will appear in red.
  3. The tooltip will indicate "Filters added through a list."


Limitations on List-Based Filters:

  • Filters added from lists cannot be removed by the user. They remain locked within the applied context.

Conclusion:
The implementation of color-based categorization for assigned filters provides an intuitive way to manage
and distinguish between various types of filters. By following this article, users can effectively apply, share,
and manage filters while easily identifying their origins and restrictions through the color-coded system.

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