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Filter Presets

Filter Presets allow you to save complex filter combinations for reuse, eliminating the need to recreate the same filters repeatedly. This powerful feature saves time and ensures consistency across your bulk editing workflows.

What are Filter Presets?​

Filter Presets are saved combinations of filter conditions that you can quickly apply to find specific groups of products. Instead of manually setting up filters each time, you can create a preset once and reuse it whenever needed.

Benefits​

  • Save Time - Apply complex filters instantly
  • Ensure Consistency - Use the same criteria every time
  • Reduce Errors - Avoid mistakes in manual filter setup
  • Share Workflows - Team members can use the same presets

Creating Filter Presets​

Step 1: Set Up Your Filters​

  1. Navigate to the product list
  2. Click "Add Filter" to create your filter conditions
  3. Combine multiple conditions as needed: 
    Product Type = "T-Shirts"
    AND Status = "Active"
    AND Inventory Quantity < 10
    AND Vendor = "Your Brand"

Step 2: Test Your Filters​

  • Click "Apply Filters" to see the results
  • Verify that the correct products are selected
  • Adjust filter conditions if needed

Step 3: Save as Preset​

  1. Click "Save as Preset" button
  2. Enter a descriptive name: "Low Stock T-Shirts"
  3. Add an optional description for team members
  4. Choose visibility: Personal or Team-wide
  5. Click "Save Preset"

Managing Filter Presets​

Viewing Presets​

  • Access presets from the "Presets" dropdown
  • See preset name, description, and last used date
  • Filter presets by creator or category

Applying Presets​

  1. Click the "Presets" dropdown
  2. Select your desired preset
  3. Filters are automatically applied
  4. Review the product selection
  5. Proceed with your bulk edits

Editing Presets​

  1. Load the preset you want to modify
  2. Adjust filter conditions as needed
  3. Click "Update Preset" to save changes
  4. Or "Save as New Preset" to create a copy

Deleting Presets​

  1. Go to "Manage Presets" section
  2. Find the preset you want to remove
  3. Click the delete icon
  4. Confirm deletion (this cannot be undone)

Common Filter Preset Examples​

Inventory Management​

Low Stock Alert

Inventory Quantity < 5
AND Status = "Active"
AND Inventory Tracking = "Enabled"

Out of Stock Products

Inventory Quantity = 0
AND Status = "Active"

Pricing & Sales​

Sale Items

Compare At Price > Price
AND Status = "Active"

High-Value Products

Price > $100
AND Status = "Active"

Product Categories​

Seasonal Items

Product Type IN ["Winter Clothing", "Holiday Decor"]
OR Tags CONTAINS "seasonal"

New Arrivals

Created At > 30 days ago
AND Status = "Active"

SEO & Content​

Missing SEO Data

SEO Title IS EMPTY
OR SEO Description IS EMPTY
AND Status = "Active"

Products Needing Images

Image Count < 3
AND Status = "Active"

Advanced Filter Techniques​

Using Multiple Conditions​

Combine AND/OR logic for complex selections:

(Product Type = "Clothing" AND Price < $50)
OR (Product Type = "Accessories" AND Price < $25)

Date-Based Filters​

Create time-sensitive presets:

Created At > "2024-01-01"
AND Updated At < "2024-06-01"

Text Pattern Matching​

Use pattern matching for flexible text searches:

Title CONTAINS "organic"
OR Description CONTAINS "eco-friendly"
OR Tags CONTAINS "sustainable"

Inventory Conditions​

Set up inventory-based selections:

Inventory Quantity BETWEEN 1 AND 10
AND Inventory Policy = "Deny"

Team Collaboration​

Sharing Presets​

  • Mark presets as "Team-wide" when creating
  • Team members can see and use shared presets
  • Add clear descriptions for team understanding

Preset Naming Conventions​

Use consistent naming patterns:

  • Purpose-Category-Condition: "Restock-Clothing-LowStock"
  • Department-Action-Target: "Marketing-Sale-HighValue"
  • Frequency-Type-Scope: "Weekly-Inventory-AllProducts"

Access Control​

  • Personal presets are only visible to the creator
  • Team presets are visible to all team members
  • Admin users can manage all presets

Best Practices​

Descriptive Names​

  • Use clear, descriptive names that explain the purpose
  • Include key filter criteria in the name
  • Avoid generic names like "Preset 1" or "My Filter"

Regular Maintenance​

  • Review and update presets periodically
  • Remove outdated or unused presets
  • Update filter conditions as your catalog changes

Documentation​

  • Add descriptions explaining when to use each preset
  • Document any special considerations or limitations
  • Share preset usage guidelines with your team

Testing​

  • Test presets regularly to ensure they still work correctly
  • Verify results before applying bulk changes
  • Update presets if product data structure changes

Troubleshooting​

Preset Not Working​

  • Check if filter conditions are still valid
  • Verify that referenced fields still exist
  • Update date ranges if using time-based filters

No Results Found​

  • Review filter logic (AND vs OR conditions)
  • Check for typos in text-based filters
  • Ensure products exist that match all conditions

Performance Issues​

  • Simplify complex filter combinations
  • Use more specific conditions to reduce result sets
  • Consider breaking complex presets into smaller ones

Next Steps​