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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)

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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. diagram
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 document configuration.

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Set a Column Filter

  1. Open the Risksheet document you want to filter
  2. Locate the column header you want to filter by (e.g., “Severity”, “Status”, “Assignee”)
  3. Click the filter icon in the column header area
  4. 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
  5. 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.

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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 FilterExample ValuesResult
Severity = “High”Only rows with high severityRows filtered to high severity
+ Assignee = “John”Combined with severity filterOnly high severity rows assigned to John
+ Status != “Closed”Combined with both aboveHigh severity, John’s items, not closed
To add filters to additional columns, repeat the steps above for each column header.

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Clear a Single Column Filter

  1. Click the filter icon on the filtered column header (the icon appears highlighted when a filter is active)
  2. Clear the filter criteria or select “Show All” to remove the filter from that column
  3. The grid updates immediately, and the column header filter indicator is removed

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Clear All Filters

To remove all active filters at once and return to the unfiltered view:
  1. Look for the Clear Filters option in the Risksheet toolbar or menu bar
  2. Click it to remove all column filters simultaneously
  3. All rows become visible again
The exact location and label of the “Clear All Filters” action may vary by Risksheet version. Check the toolbar and context menu for the option in your version.

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Filter Persistence Behavior

Personal filters persist according to these rules:
ActionFilter Behavior
Close and reopen the same documentFilters restored automatically
Navigate away and return to the documentFilters restored automatically
Open a different Risksheet documentThat document has its own independent filter settings
Switch to a saved viewSaved view column visibility applies; personal filters may reset
Another user opens the same documentThey see their own personal filters, not yours
Clear browser cacheFilters are stored server-side in user settings, so they survive cache clearing
Saved views (configured in risksheet.json 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.

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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",
      "binding": "title",
      "filterable": true
    },
    {
      "id": "rpn",
      "header": "RPN",
      "formula": "commonRpn",
      "filterable": true
    },
    {
      "id": "internalNotes",
      "header": "Internal Notes",
      "binding": "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.

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Practical Scenarios

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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.

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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.

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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.

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

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Verification

After setting up personal filters, you should see:
  1. The filtered view applies immediately when you set the filter
  2. A visual indicator on filtered column headers confirms which filters are active
  3. After closing and reopening the document, the same filters are automatically re-applied
  4. The row count reflects only the filtered subset of items

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See Also

Support TicketsSource Code
  • TextEditor.ts
  • AppConfig.ts
  • SuggestionServlet.java
  • CommandFactory.ts
  • ResultFilter.java