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FAQ - Filtering and Portfolio Queries
Q: How do I filter integrations by metadata?
A: Use up to 4 simultaneous filters on the Integrations overview page:
Filter 1: Department = Finance
Filter 2: SLA = Gold
Filter 3: Compliance = GDPR
Filter 4: Owner = [empty]
Result: Finance integrations that need owner assignment.
Q: What queries can I answer with filtering?
A: Common portfolio questions:
- "Which integrations lack owners?" → Filter: Owner = (empty)
- "How many Gold SLA integrations?" → Filter: SLA = Gold
- "Show me all GDPR integrations" → Filter: Compliance = GDPR
- "Which Production integrations lack approval?" → Filter: Environment = Production, Approval = Pending
- "Finance department, all systems" → Filter: Department = Finance
Q: Can I combine multiple filters?
A: Yes. Up to 4 filters simultaneously:
Filter 1: Department = HR
Filter 2: Environment = Production
Filter 3: SLA = Gold
Filter 4: Compliance = GDPR
Result: HR critical production integrations with regulatory requirements.
Q: Can I export filtered results?
A: Yes. Export to Excel:
Filtered view: Department = Finance, SLA = Gold
→ Click Export
→ Excel file with selected metadata columns
→ Ready for executive report or audit
Q: Can I save filter searches?
A: Yes. Save frequently-used filter combinations:
Saved Search: "Critical Governance Gaps"
- Filter 1: SLA = Gold
- Filter 2: Owner = (empty)
- Filter 3: Approval = Pending
- Filter 4: Environment = Production
Click "Critical Governance Gaps" anytime to see these integrations.