Kofax Insight Studio > Dashboard Designer > Components > Filters > Filters and drivers > Filter components by a grid key field

Filter components by a grid key field

You can assign a key field to a record and then use this key field as a filter to other components in the active group. In this case filtering is performed only by one field, and not all the data series are pulled for processing. Filtering by a key field minimizes processing time and resources.

  1. In Studio, open the source based on which you created your record grid.
  2. Select the required field to use as a filter and on the Property Panel find the Key Field property. Select the check box and save the changes.

    The field is now set as a key field and can be used as a filter.

  3. In the View, create a grid and navigate to the Action wizard > Outgoing Actions. Verify that the Use the value of the dimension as filter check box is selected.
  4. Open the View in the Preview/Viewer. When you click the row in the grid, the other components that listen to the same group are filtered according to the key field for that grid.