Filter Conversations

Employee Guide

Version
R2024.1.0
Filter Conversations

To filter the conversations displayed in Performance > Conversations:

  1. Click Filter to open the Filter panel.
  2. Do the following, depending on how you want to filter the conversations:
    • Search: To search for specific text, enter all or part of the term in the text box.
    • For example, if you enter #sa in the Search field, the application might suggests the keywords "sales" and "sandbox". When you select #sandbox and click Apply Filter, the conversation list is filtered to display only those conversations that mention the #sandbox keyword.
    • Note: You cannot filter by author name; you can only filter by the content in conversations and any tags added to the conversation.
    • Category: To filter for conversations linked to a specific conversation category, select one or more category names in the Category drop-down list.
    • Creation Date: To filter conversations created during a defined date range, enter a start and end date in the Creation Date fields. For example, if you want to see all conversations posted in June 2019, enter June 1, 2019 in the first field and June 30, 2019 in the second field.
    • Show Direct Reports: To display only conversations authored by you or your direct reports, and conversations in which either you or your direct reports are tagged, select the checkbox. The checkbox is cleared by default.
  3. Click Apply Filter to filter the conversations.

Note: Goal updates aren't displayed in the Conversations tab of Performance.