Saved Filters | Yext Hitchhikers Platform

What You’ll Learn

In this section, you will learn:

• What saved filters are
• Use cases for saved filters in Yext
• How to create and access saved filters

What is a Saved Filter

Throughout the Knowledge Graph, you’re able to use Advanced Filters to filter down the set of entities based on specific criteria. You can then save those filters as Saved Filters for a number of applications. We’ll review the use cases in the next unit.

Why Use Saved Filters

There are a number of reasons to use saved filters:

Bulk Editing or Bulk Exports

If you find yourself commonly filtering on the same entities to export or bulk edit, saved filters allow you to get to those queries easily.

License assignment

Saved filters can be used to assign licenses for other Yext services to entities like Listings. Learn more in the Automatically Assign Licenses to Entities with a Saved Filter help article.

Pages

You can also use saved filters to identify what entities should have licenses applied in order to publish a Page for them. For example, you may only want to publish Pages for live locations - you can create a saved search that excludes closed locations, and use that saved search whenever you are deciding which Pages to launch or take down.

Search

In the Search config, you can define specific saved searches for each vertical that will restrict the entities that can appear in the search results.

Create Saved Filters

Advanced Filters are available on most tables in the Yext platform. When viewing a table, you can click on the “Add Filter” button to see what criteria are available for filtering.

To begin filtering, you simply need to start adding criteria. Like classic operators, each separate criterion will be an AND operation, and values within each criterion will be an OR operation.

Once you have created your advanced filter, you can save it by applying the filter to the page using the “Apply Filter” button and then clicking the “Save Filter” icon.

View Saved Filters

You can view your Saved Filters and their information by navigating to Knowledge Graph > Configuration > Saved Filters. In the Saved Filters table you will see the following:

• Saved Filter ID: these are used when it comes time to build your Pages and Search experiences
• Filter Name: the name you chose when creating/updating your saved filter
• Entity Count: the count of entities currently included in the filter set
• In Use By: the list of downstream systems currently using the saved filter (e.g., Search, Pages)
• Last Updated: the date/time that this saved filter was last updated

Pinned Filters

Pinned Filters is a section in the top left corner of the entity search page. Pinning a saved filter allows you and other users in the account to quickly access and apply those filters to view a set of entities on the entity search page.

You can only pin a filter after it is saved. If you don’t have any saved filters, the Pinned Filters section will not appear on the entity search page in your account. All users within the account will see the same pinned filters.

To manage your pinned filters, click on the three dots that appear next to PINNED FILTERS in the top left corner of the Knowledge Graph and click Manage Pinned Filters.

Then select the checkbox next to each filter you would like to pin or uncheck to remove a pinned filter.