Views and filtering

How views, filters, sorting, and custom views work across Flowlity.

Views are saved configurations of filters, columns, and sorting that let you quickly focus on a subset of your products. They appear as tabs at the top of the Demand and Planning modules, and they also serve as the scope for automations.

Built-in views

Both the Demand and Planning modules ship with default views that address common workflows:

• Default view — The full product list without additional filters.

• Forecast accuracy (Demand) — Highlights how well past forecasts matched actual demand.

• New products (Demand) — Surfaces recently added products that may need attention.

• Outliers (Demand) — Flags products with unusual demand patterns detected by the Demand Anomaly Agent.

• Stockout (Planning) — Surfaces products at risk of running out of stock.

• Overstock (Planning) — Highlights products with excess inventory.

Filters

Below the view tabs, a filter bar lets you narrow the product list further. You can filter by:

• Name or reference — Free-text search.

• Tags — Any tag or tag category defined in Tags settings.

• Suppliers — One or more suppliers.

• Alerts — Products with active alerts.

Filters are additive — combining multiple filters shows only products that match all of them.

Sorting

Click any column header in the product list to sort by that column (ascending or descending). Sorting works on all columns, including KPI columns. Your current sort order is saved as part of the view.

KPI column filtering

KPI columns offer an additional level of filtering beyond the top filter bar. Once a KPI column is visible in the product list, you can filter its values to focus on a specific range — for example, show only products where a particular forecast or demand metric exceeds a threshold. This makes it easy to combine top-level filters (tags, suppliers) with metric-based filtering on KPI columns.

Custom views

Click the + button next to the existing view tabs to open the Add new view dialog. You have two options:

• Create new — Build a view from scratch. Enter a Name and optionally check Show for all users to make the view appear automatically for every user on the page. Users can remove or duplicate it in their own environment.

• Select from existing — Browse views created by other users and add one to your own tabs.

A custom view saves your current filters, column selection, and sorting settings so you can return to it with one click.

Views as automation scope

When you create an automation, you select a saved view as its scope. The automation then applies its actions only to the products that belong to that view. This means a well-organized set of views doubles as a way to target automated workflows precisely.

Changing the filters of a view also changes which products future automation runs will process. Review your automation scopes after modifying a shared view.

Related pages

• Set up and manage views — Step-by-step guide to creating and organizing views.

• KPIs — Create KPI columns to sort and filter product lists.

• Demand — Where views appear for demand analysis.

• Planning — Where views appear for inventory planning.

• Automations — How views connect to automated workflows.

• Tags — Manage the tags used in view filters.