Sorting and Filtering

As a Pandium user, there may be instances where you need to quickly parse out specific integration-related details without having to manually sift page-by-page. It's possible that you're managing a large number of tenant runs and need to find ones with a specific status, or maybe you're looking for tenants that use a particular release version to troubleshoot an issue. This could be because you're onboarding a new team member who needs to understand your current setup, or maybe you're auditing your simply performing integrations maintenance. Whatever the case may be, you have the ability to utilize sorting and filtering capabilities to help navigate and organize your integration tech stacks more effectively.

Pages That Utilize Sorting and Filtering

  1. Integrations

    1. Integration Details

      1. Runs

      2. Tenants

      3. Releases

  2. Tenants

    1. Tenant Details

  3. Runs

  4. Partners

  5. Users

Integrations

When viewing your list of integrations, you have the ability to filter out your integrations by type (External vs Internal) and also if the integration was developed by a Partner.

For more information regarding working with Partners, please see here.

Integration Details

Once you have located a specific integration that you would like to review, if you select "details", you will see the following sorting and filtering options available to use within the following tabs:

  1. Runs - This will display a list of all runs associated with integration-specific tenants.

    1. Tenant Name

    2. Mode - Was the run an Init, Normal, or Webhook Sync?

    3. Trigger - Depending on how your integration is set up, end users can initiate syncs on a Pandium tenant in multiple ways. If that is the case, you have the ability to parse out specific runs based on said triggers.

      1. Cron

      2. Webhook

      3. Manual

      4. API

      5. Rerun

    4. Status - You can parse out specific run jobs based on the following statuses:

      1. Succeeded

      2. Failed (Integration Issue)

      3. Failed (Timeout)

      4. Failed (Platform Issue) - Issue with Pandium

      5. Failed (Refresh) - Issue with the refresh process

      6. In Progress

      7. Initializing

      8. Automatic Retry

    5. Start Date & End Date - You can filter out your runs between a specific time period. When filling this out, feel free to use the calendar or enter in using the format mm/dd/yyyy hh:mm

  2. Tenants - This will display a list of all tenants specifically associated with your integration

    1. Customer or Tenant Name

    2. Tenant Status - Is the tenant active or not active?

    3. Integration Release - Sometimes you may have different tenants on varying releases, so this filter allows you to single out tenants tied to a specific release.

    4. Paused - Do you have the sync scheduled paused or not?

    5. Last Run Status - This will use the same list of statuses used for Runs

    6. Created After & Created Before - You can filter out your list of tenants created during a specific time period. When filling this out, feel free to use the calendar or enter in using the format mm/dd/yyyy hh:mm

  3. Releases

    1. Release or Tag - This will allow you to filter by the specific name of your release

    2. Created After & Created Before - You can filter out all releases that are associated with your integration created during a specific time period. When filling this out, feel free to use the calendar or enter in using the format mm/dd/yyyy hh:mm

Tenants

Similar to sorting and filtering tenants at an integration-specific level, you should see the following options when looking at all of your tenants across all integrations:

  1. Customer or Tenant Name

  2. Integration - Which integration are these tenants associated with?

  3. Tenant Status

  4. Paused

  5. Last Run Status

  6. Created After & Created Before

Tenant Details

Once your have identified which tenant (or list of tenants) you want to inspect, if you select anywhere within the row, it will bring you to the specific tenant details. In here, you should see the ability to sort all runs associated with this tenant using the following options:

  1. Mode

  2. Trigger

  3. Status

  4. Start Date & End Date

Runs

Similar to sorting and filtering runs from within a specific integration, you have the ability to parse out runs across all of your integrations using the following options:

  1. Integration - Which integration does this run belong to?

  2. Tenant (Name)

  3. Mode

  4. Trigger

  5. Status

  6. Start Date & End Date

Partners

Should you and your team decide to collaborate with a third-party team to help with integration builds, Pandium makes it easier to sort and filter through any list of existing partners. If you navigate to Manage > Partners, you should see the following:

  1. From the main partner page, you should see the option to search by Partner Organization Name and Partner Status (Approved vs Pending)

  2. Once you have selected a specific partner organization, this will bring up specific partner-related details. You should see sorting and filtering options similar to what what we discussed above in the Pandium admin dashboard based on the following sections:

    1. Tenants

    2. Runs

    3. Integrations

    4. Users

Users

Lastly, you should be able to utilize sorting capabilities when reviewing your own internal users. Simply navigate to Setup > Settings > Users. From here, you should be able to sort by:

  1. Name or Email of your user

  2. Role - Is this user an admin or partner?

  3. Organization - Is this user a member of your own internal org or a partner org?

  4. Enabled - Is the user active or inactive?

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