Create Personal Filters - Nextedy Documentation

Prerequisites

Risksheet version 24.8.1 or later (personal filter storage was introduced in this version)
At least one column in your risksheet with filterable enabled (this is the default for most columns)

How Personal Filters Work

Personal filters are stored per user and per document. When you set a filter on one or more columns and close the risksheet, your filter selections are remembered. The next time you open the same document, Risksheet automatically re-applies your personal filters so you see the same filtered view you left.

Personal filters are stored in your individual user settings. Other users opening the same document will see their own filters (or no filters if they have not set any). Personal filters do not affect saved views or the sheet configuration.

Set a Column Filter

Open the risksheet document you want to filter
Locate the column header you want to filter by (e.g., “Severity”, “Status”, “Assignee”)
Click the filter icon in the column header area
Select the filter criteria:
- For enum columns (severity, occurrence, detection, status): check or uncheck the values you want to include
- For text columns (Title, Description): type the text to filter by
- For numeric columns (RPN): specify a range or threshold
Confirm the filter selection

The grid immediately updates to show only rows matching your filter criteria. A visual indicator appears on the column header to show that a filter is active.

Filter Multiple Columns

You can apply filters to multiple columns simultaneously. The filters combine with AND logic — only rows matching all active filters are displayed.

Column Filter	Example Values	Result
Severity = “High”	Only rows with high severity	Rows filtered to high severity
+ Assignee = “John”	Combined with severity filter	Only high severity rows assigned to John
+ Status != “Closed”	Combined with both above	High severity, John’s items, not closed

To add filters to additional columns, repeat the steps above for each column header.

Clear a Single Column Filter

Click the filter icon on the filtered column header (the icon appears highlighted when a filter is active)
In the filter dropdown, click Clear to remove the filter from that column
The grid updates immediately, and the column header filter indicator is removed

Clear All Filters

To remove all active filters at once and return to the unfiltered view, open the filter dropdown on any column header and use the Clear All action:

Click the filter icon on any column header (filtered or unfiltered)
In the filter dropdown, click Clear All — this removes filters from every column in the grid simultaneously
All rows become visible again, and the filter indicators are removed from every column header

The Clear All action is part of the standard column filter dropdown, so it is always available regardless of which column you open it from. Personal filter state is updated immediately, so the next time you open the document, no filters will be re-applied until you set new ones.

Filter Persistence Behavior

Personal filters persist according to these rules:

Action	Filter Behavior
Close and reopen the same document	Filters restored automatically
Navigate away and return to the document	Filters restored automatically
Open a different risksheet document	That document has its own independent filter settings
Switch to a saved view	Saved view column visibility applies; personal filters may reset
Another user opens the same document	They see their own personal filters, not yours
Clear browser cache	Filters are stored server-side in user settings, so they survive cache clearing

Saved views (configured in the sheet configuration under the views array) control column visibility — which columns are shown or hidden. Personal filters control row visibility — which rows are shown based on data values. These are independent features. Switching to a saved view may reset your active filters depending on the view configuration.

Configuration Requirements

Personal filters rely on the filterable column property. By default, all columns have filterable set to true, meaning users can filter by any column. Administrators can disable filtering on specific columns by setting filterable to false in the column configuration.

columns:
  - id: title
    header: Failure Mode
    bindings: title
    filterable: true
  - id: rpn
    header: RPN
    formula: commonRpn
    filterable: true
  - id: internalNotes
    header: Internal Notes
    bindings: description
    filterable: false

In this example, “Failure Mode” and “RPN” columns support filtering and personal filter persistence. The “Internal Notes” column has filtering disabled, so users cannot set a filter on it.

Practical Scenarios

Scenario 1: Daily Review of High-Priority Items

A safety engineer reviews high-priority risk items each morning. They set these filters:

Severity: “Critical” and “High”
Status: “Open” and “In Review”
Assignee: Their own name

Every time they open the risksheet, the view is pre-filtered to show only the items requiring their attention. No manual re-filtering is needed.

Scenario 2: FMEA Analysis by System Component

An engineer working on a specific subsystem filters the risksheet to show only failure modes related to their component:

System Requirement column: Filter to show only linked items for “Braking System”

This filter persists across sessions, so the engineer always sees only their relevant scope when opening the document.

Scenario 3: Audit Preparation

A quality manager preparing for an ISO 26262 audit filters the risksheet to focus on items with incomplete mitigations:

Mitigation Task column: Filter to show rows where the task column is empty or has status “Not Started”
RPN column: Filter for values above a specific threshold (e.g., > 150)

The personal filter ensures this audit-focused view is always ready without needing to reconfigure it each time.

Sorting and Filtering Combined

Personal filters work alongside the sort order configured in sortBy and any manual column sorting applied by clicking column headers. The interaction follows this order:

Filtering is applied first — rows not matching the filter criteria are hidden
Sorting is applied to the remaining visible rows
Merging groups the sorted, filtered rows according to the levels configuration

Client-side sorting and filtering happen instantly in the browser without server round-trips. This provides immediate visual feedback when you change filter criteria or sort columns, even on large datasets.

Verification

After setting up personal filters, you should see:

The filtered view applies immediately when you set the filter
A visual indicator on filtered column headers confirms which filters are active
After closing and reopening the document, the same filters are automatically re-applied
The row count reflects only the filtered subset of items

​Prerequisites

​How Personal Filters Work

​Set a Column Filter

​Filter Multiple Columns

​Clear a Single Column Filter

​Clear All Filters

​Filter Persistence Behavior

​Configuration Requirements

​Practical Scenarios

​Scenario 1: Daily Review of High-Priority Items

​Scenario 2: FMEA Analysis by System Component

​Scenario 3: Audit Preparation

​Sorting and Filtering Combined

​Verification

​See Also

Prerequisites

How Personal Filters Work

Set a Column Filter

Filter Multiple Columns

Clear a Single Column Filter

Clear All Filters

Filter Persistence Behavior

Configuration Requirements

Practical Scenarios

Scenario 1: Daily Review of High-Priority Items

Scenario 2: FMEA Analysis by System Component

Scenario 3: Audit Preparation

Sorting and Filtering Combined

Verification

See Also