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FILT TEST-FILT-001 UC: UC-12.1

Apply Advanced Filters

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Prerequisites

  • User is logged in
  • User is on a list page with filterable data

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Companies list page
The Companies list page loads with unfiltered data
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2
Click the Filter button
The filter configurator opens with a condition builder
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3
Add a condition: select field Industry, operator equals, and value Technology
The first filter condition is configured with Industry = Technology
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4
Add a second condition with AND logic (e.g., Status equals Active)
A second condition is added joined by AND logic
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5
Verify the filter preview updates in real-time via SSE as conditions are added
The list preview updates to reflect the filter conditions without a manual refresh
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6
Click Apply to apply the filter
The filter is applied to the list
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7
Verify the list updates to show only matching records
The list displays only companies matching both filter conditions
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8
Verify active filter summary badges display above the list
Filter badges appear above the list showing each active condition
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9
Click a badge to remove that individual condition
The clicked condition is removed and the list updates to reflect the remaining filter
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10
Re-add the removed condition so multiple badges are active again
Multiple filter badges are displayed above the list
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11
Click Clear all to remove all filters
All filter conditions are removed and the list returns to the unfiltered view
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Acceptance Criteria

Save a Filter →