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Available hot-filters based on the Q&A role; search and sorting options

Updated over 3 months ago

There are various filtering and sorting options available in the Q&A section: hot-filter tabs, sorting, search, and advanced filtering.

Hot-filter tabs

The questions are automatically grouped in the so-called hot-filter tabs for quick navigation. Below you may find a summary of the available Q&A tabs based on the user's Q&A role.

Question drafter and Question submitter

Hot-filter tab

Contents

All

All question threads which are available to the current user

Created by me

Questions created by the current user

Drafted

Proposed questions drafts that haven't been submitted yet

Submitted

Submitted questions to the answer side

Answered

Questions to which the answer side already provided answers

FAQ

All FAQ

Answer coordinator

Hot-filter tab

Contents

All

All question threads, except for the questions that haven't been submitted by the question side yet.

Action required

Question threads that require action from the coordinator:

  • Submitted questions that are not assigned to any expert.

  • Answers proposed by experts for review and submission.

  • Rejected answers.

* Available if the Expert and/or the Answer approver role is enabled.

Assigned to expert

Question threads that are currently assigned to experts and awaiting their reply.

* Available if the Expert role is enabled.

Unanswered

Question threads, answers to which haven't been submitted to the question side yet:

  • Submitted questions with no experts assigned.

  • Questions assigned to experts and awaiting their reply.

  • Threads with the proposed answer from experts that are awaiting submission.

  • Threads with the answers awaiting approval.

Answered

Questions to which the answer side already provided answers

FAQ

All FAQ

Expert

Hot-filter tab

Contents

All

All question threads which are available to the current user

Unanswered

Questions that are assigned to the current user and require the answer

Answered

Questions with proposed answers by the current user, or questions that are assigned to the current user and have proposed answers by them or other experts

Answer approver

Hot-filter tab

Contents

All

All question threads which are available to the current user

Awaiting approval

Threads with new submitted answers that require approval

Approved

Threads with approved answers that were submitted to the question side

Rejected

Threads, the answers to which are rejected and still haven't been submitted to the question side

💡 Answer approver role is available with the Enterprise subscription only.

Sorting

In each hot-filter tab, users can sort the questions by:

  • Unread

  • Last updated

  • Created

  • Status

  • Priority

  • Question team

By default, all questions are sorted by Unread threads that always come first. Each sorting option can be adjusted in ascending or descending order according to your preference.

Search

In addition to the above quick filters and sorting options, users can search for any question thread in the Search field by keywords and/or apply advanced filters:

  • Last updated: threads that have any changes within the selected period.

  • Created: questions created within the selected period.

  • Category: threads with the selected category (available if categories are created in the data room).

  • Status: questions with the selected status (statuses depend on the user's Q&A role).

  • Priority: questions with the selected priority.

  • Author: the person who created the question. Additionally grouped by the question teams for answer coordinators.

  • Assignee: experts assigned to the question (available only to answer coordinators and experts if the Expert role is enabled).

  • Linked items: questions linked to a specific folder and its subitems.

💡 If the Answer coordinator imports questions on behalf of the question team, their name will appear in the list of authors under this question team.

You can reset all applied filters by clicking on the cross sign next to the search field or opening advanced filtering options and adding/removing specific parameters.

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