Ursa filtering

Ursa can filter your collection records using natural language. Instead of manually selecting fields, operators, and values from the filter panel, you can describe the records you want to see and Ursa will translate your description into collection filters and apply them to your current view. The filtered results are displayed in your collection as if you had configured the filters manually.

Ursa can create filters by any field in your collection, including:

• Text fields: Name, description, serial number, or any text value

• Date fields: Purchase date, warranty expiration, created date

• Number fields: Quantity, price, age, or any numeric value

• Dropdown/select fields: Status, category, department, or location

• Email fields: Assigned user, owner, or any email-based field

Ursa also supports the following actions:

• Sorting: Order results by any field in ascending or descending order

• Grouping: Group records by a specific field

• Date ranges: Filter records based a time period (for example, the last 30 days, this month, or before January 2025)

• Multiple conditions: Combine multiple criteria in a single filter

1. Navigate to the collection you want to filter.

2. In the navigation pane, select . The chat window is displayed.

3. Describe the records you want to see in plain language.

   • Use field names from your collection: The more closely your description matches your actual field names, the more accurate the filter.

   • Be explicit about operators: Say "greater than $500" instead of "around $500" for precise results.

   • Combine criteria: You can ask for multiple conditions in one prompt; for example: Status is Active AND Location is New York.

   • Include sort preferences Add "sorted by" to your request to control the order of results.

   See Example prompts.

4. Press Enter. Ursa applies the filter:

   • Your collection view shows only the matching records.

   • The filter criteria are displayed in the filter bar above your collection.

5. If needed, modify, add to, or clear the filters using the regular filter controls.

Example prompts

Show me all laptops assigned to the IT department.

Find assets with a warranty expiring in the next 30 days.

Show records where Status is Active and Location is Warehouse A, sorted by purchase date.

Show only items with a purchase price over $1,000.

Show me all records created this month, grouped by department.

Find all assets assigned to John Smith.

Show records where the condition field is empty.