Ursa Filtering

Ursa Smart Collection Filtering

Ursa can filter your collection records using natural language. Instead of manually selecting fields, operators, and values from the filter panel, you can simply describe the records you want to see and Ursa will apply the right filters to your view.

How It Works

When you describe the records you want to see, Ursa translates your description into collection filters and applies them to your current view. The filtered results appear in your collection just as if you had configured the filters manually.

How to Use It

1. Navigate to the collection you want to filter.

2. Open the Ursa chat drawer by clicking the sparkle icon on the left navigation bar.

3. Switch to Agent mode using the mode dropdown.

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

5. Ursa applies the filter to your collection view.

Important: Smart filtering requires Agent mode. Ask mode cannot apply filters to your collections.

What Ursa Can Filter By

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

• Text fields — Filter by name, description, serial number, or any text value

• Date fields — Filter by purchase date, warranty expiration, created date, and more

• Number fields — Filter by quantity, price, age, or any numeric value

• Dropdown/select fields — Filter by status, category, department, location, and more

• Email fields — Filter by assigned user, owner, or any email-based field

Ursa also supports:

• Sorting — Order results by any field, ascending or descending

• Grouping — Group records by a specific field

• Date ranges — Filter records within a time period (e.g., "in the last 30 days," "this month," "before January 2025")

• Multiple conditions — Combine multiple criteria in a single filter

Example Prompts

• "Show me all laptops assigned to the IT department."

• "Find assets with warranty expiring in the next 30 days."

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

• "Filter to 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."

How the Filter Is Applied

When Ursa applies a filter:

1. Your collection view updates to show only the matching records.

2. The filter criteria are visible in the filter bar at the top of your collection, just as if you had set them manually.

3. You can modify, add to, or clear the filters using the regular filter controls.

Tip: After Ursa applies a filter, you can save it as a view for quick access later.

Tips for Effective Filtering

• 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, like "Status is Active AND Location is New York."

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