Filtering

One of the most useful features of Valise is the ability to filter artworks, sales, consignments, contacts, collections, and press to quickly answer questions about your archive, like:

• Which works are currently available and in the studio?
• What works are consigned right now?
• Which works still need to be photographed?
• Who bought a work from me in 2024?
• Which collections have I shared?
• What was written about my work last year?

Basics

Filtering works the same way everywhere in Valise: tap the Filter box in the top-left of a list to add filters to your view. You’ll be able to select from the filter types available on that page.

You can add multiple filters at once. Each new filter you add further narrows down the results. In other words, a record needs to match all filters to be shown.

Artwork filters

From your Artworks page, you can filter by:

• Title: Filters by the title of the artwork.
• ID: Filters by a list of artwork IDs, separated by commas, spaces, or line breaks. You can show just those works, or everything but them.
• Year: Filters by the year the artwork was created. You can filter by a single year, before or after a year, or whether or not the year is set.
• Medium: Filters by the medium of the artwork. You can match against text, or filter by whether or not the medium is set.
• Dimensions: Filters by the artwork’s width, height, or depth, or by matching text, or whether or not dimensions are set.
• Location: Filters by where the artwork is currently located. You can select one or more locations, or filter by whether or not the location is set.
• Images: Filters by whether or not the artwork has images.
• Status: Filters by the status of the artwork. You can select one or more statuses to include or exclude.
• Retail price: Filters by the artwork’s retail price. You can match amounts above, below, or equal to a value, select one or more currencies, or filter by whether or not a price is set. Amounts aren’t converted between currencies, so to find works over $5,000 USD, add one filter for the amount and a second for the currency.
• Tag: Filters by the tags attached to the artwork. You can select one or more tags to include or exclude, or filter by whether or not any tags are set.
• Collection: Filters by the collections the artwork belongs to. You can select one or more collections to include or exclude, or filter by whether or not the artwork is in any collection.
• Artist: Filters by the artists attached to the artwork. You can select one or more artists to include or exclude, or filter by whether or not the artist is set.
• Notes: Filters by any text notes attached to the artwork.

Filters are smart and will try to give the expected result even when not captured directly in your metadata. For example, if an artwork has a year of “2001–2003”, filtering for “2002” will show it too. This also works with the shortened “2001-03” format. Dimensions filters handle unit conversions, so a work listed as “61 × 91 cm” shows up when you filter for works under 30 in tall. When a work lists more than one size, like the work and its frame, the first one counts. Sizes written without a unit, like “24 × 36”, are read in your vault’s usual unit when it has one.

Sale filters

From your Sales page, you can filter by:

• Sale date: Filters by the year the sale happened. You can filter by a single year, before or after a year, or whether or not the date is set.
• Buyer: Filters by who purchased the work. You can select one or more buyers, or filter by whether or not a buyer is set.
• Seller: Filters by who sold the work. You can select one or more sellers, or filter by whether or not a seller is set.
• Sale total: Filters by the total amount of the sale. You can match amounts above, below, or equal to a value, or select one or more currencies.
• Net to artist: Filters by the amount you were paid. You can match amounts above, below, or equal to a value, select one or more currencies, or filter by whether or not it’s set.
• Payment status: Filters by whether the sale has been paid. You can select one or more of paid, not paid, and no payment info.
• Payment date: Filters by the year you were paid. You can filter by a single year, before or after a year, or whether or not the payment date is set.
• Notes: Filters by any text notes attached to the sale.

Consignment filters

From your Consignments page, you can filter by:

• Consignee: Filters by who the works are consigned to. You can select one or more consignees to include or exclude, or filter by whether or not a consignee is set.
• Documents: Filters by whether or not the consignment has documents attached.
• Notes: Filters by any text notes attached to the consignment.

Press filters

From your Press page, you can filter by:

• Date: Filters by the year the piece was published. You can filter by a single year, before or after a year, or whether or not the published date is set.
• Publication: Filters by the outlet the piece appeared in. You can match against text, or filter by whether or not the publication is set.
• Authors: Filters by who wrote the piece. You can select one or more authors to include or exclude, or filter by whether or not an author is set.
• Selected press: Filters by whether or not the entry is starred. Useful for pulling up the handful of pieces you’d put in a press kit.
• Works: Filters by the artworks the piece mentions. You can select one or more works to include or exclude.

Contact filters

From Settings → Contacts, you can filter by:

• Role: Filters by the contact’s role (buyer, consignee, collaborator, or author). You can select one or more roles to include or exclude.
• Email: Filters by the contact’s email address.
• Location: Filters by the contact’s location.

Collection filters

From your collections page, you can filter by:

• Title: Filters by the title of the collection.
• Sharing: Filters by whether or not the collection has a sharing link.
• Number of works: Filters by how many artworks the collection contains.
• Included artists: Filters by the artists included in the collection.

Tips & tricks

• After filtering, you can press CmdA or CtrlA on your keyboard to quickly select all the works in the list and make a collection with them. Read more about bulk actions.
• After filtering, opening an artwork page will keep your filters in place. You can also navigate to the next or previous artwork in the filter using the arrows in the top-right of the page, or with the j and k keys. This makes it easy to quickly browse or edit a subset of your archive.
• To change how a list is sorted or which details it shows, use the Display menu.