What are They?

Promoted filters are user-friendly tools in Pega Constellation that appear prominently at the top of Insights and list Views. They allow users to quickly customize what data they see without navigating through complex filtering menus. By placing frequently used filters in an easily accessible location at the top of the UI control, users can efficiently analyze and refine their data on the fly.

When configured, promoted filters provide a streamlined way to retrieve specific information from large datasets allowing users to:

• Enter specific values to filter data (like product names or categories)
• Select from predefined options in picklists
• Apply custom filtering conditions

Time Period Example

Time-based filters are among the most commonly used in business applications. In this example, we'll create a promoted filter for a work queue that allows users to quickly toggle between Year to Date (YTD) and Month to Date (MTD) views of their data based on the Create Date property. This type of filter helps users analyze trends and workloads across different time periods without having to manually reconfigure filters each time.

How to Implement

Using the example above, the following steps are for adding a promoted filter to a list view on a landing page. NOTE: For steps for adding a promoted filter to Insights, use the following article (Applying Promoted Filters)

1	Go to the landing page in App Studio or Dev Studio that contains the list view that you want to enhance with a promoted filter
2	Click on the specific list view where you want to apply the promoted filter
3	Scroll to the bottom of the view configuration to find the Promoted filters section. Click "Add" to begin creating a new filter. You'll be prompted to select the property that this filter will be applied to (in our example, we're selecting Create Date/Time)
4	After adding the filter property, click the configuration icon (gear icon) to set up your filter options
5	Give your filter a descriptive name (optional but recommended). Select "Custom" from the Display as drop down to create custom filter options. Click the "Add option" link to begin defining filter values
6	For each filter option: Enter a clear label (e.g., "YTD" for Year to Date) Configure the conditions that define this filter option (e.g., for YTD, set the Create Date/Time to the current year) Click Submit to save each option Repeat to add additional options (e.g., MTD, Last 120 Days) Note: You can create multiple filter options that will all appear in the same drop down menu. This allows users to quickly switch between different views of the same data
7	After adding all desired filter options, click Save to apply your changes. The promoted filter will now appear at the top of your list view.

NOTE: You can create additional promoted filters that will act as an AND condition for filtering the data (e.g. YTD AND Quote Requested > 500,000)

Best Practices

1. Focus on relevance: Include only the most frequently used filters to avoid overwhelming users. Aim for 3-5 promoted filters maximum per view.
2. Keep logic simple: Ensure filters use straightforward conditional logic that users can easily understand. Complex conditions may confuse users or produce unexpected results.
3. Choose appropriate fields: Select fields for promotion based on how users naturally think about filtering the data. Date fields, status fields, and category fields often make excellent promoted filters.
4. Match filter types to data: Select the appropriate filter type based on the nature of the data:
   • Use default filters for simple text or numeric fields
   • Use picklists for fields with a defined set of values
   • Use custom filters when you need to create specific predefined options (like our YTD/MTD example)

Additional Resources

Applying promoted Filters

https://docs.pega.com/bundle/platform/page/platform/reporting/applying-promoted-filters.html)

Configuring Promoted Filters

https://docs.pega.com/bundle/platform/page/platform/user-experience/promoted-filters.html