Apply Filters to Candidate View

Overview

This playbook covers how to apply filters to a Candidate View and how to remove them in Leadline.

→ See 135 - Candidate-Views for full product knowledge on Candidate Views, including the available filters and how filters save.

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How Do You Apply Filters to a Candidate View?

1. Click Candidates in the Global Navigation.
2. Click the tab of the View you want to filter.
3. Click Apply Filters.
4. In the Apply Filters panel, click the filter you want under Available Filters. The filter moves to Selected Filters.
5. Use the filter's dropdown to select the options you want to filter by.

The candidate table updates as you add filters. Repeat steps 4 and 5 to add more filters.

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How Do You Remove Filters From a Candidate View?

There are three ways to remove filters. Choose the method based on whether you want to remove one filter or all of them, and whether the Apply Filters panel is already open.

Method 1: Remove a Single Filter

Best for: Removing one filter while keeping the others applied.

1. Click Apply Filters.
2. Under Selected Filters, click the trash icon on the filter you want to remove.

Method 2: Clear All Filters From the Apply Filters Panel

Best for: Removing every filter at once when the Apply Filters panel is already open.

1. In the Apply Filters panel, click Clear Filters next to Selected Filters.

Method 3: Clear All Filters From the Candidates Page

Best for: Removing every filter at once without opening the Apply Filters panel.

1. Click Clear Filters below the Search text field.

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Related Topics

135 - Candidate-Views — Full product knowledge on Candidate Views and available filters
2801 - Create-Candidate-View — Instructions for creating a new Candidate View
2802 - Export-Candidate-View — Instructions for exporting a filtered Candidate View