Board Filtering

Filtering records on a board display certain records from the entire board based on specified criteria. You can use the filter option to archive old or irrelevant data from the entire Board view.

Records that do not match set criteria are only hidden from the board. As you can recall such records once you remove the filter.

The filter feature consists of the following;

  • Filter fields: This allows you to select the field you want to filter from the board.

  • Operator: a criterion that specifies how the field relates to a specific record. Now each of these operators differs with corresponding field types.

  • Comparison Value: A defined value for comparing records with related fields.

  • Filter fields: This allows you to select the field you want to filter from the board.

  • Operator: a criterion that specifies how the field relates to a specific record. Now each of these operators differs with corresponding field types.

  • Comparison Value: A defined value for comparing records with related fields.

Field Types

Filter operators

Usage Guides

Short and Long text

contains
Does not contain
is equal
is not equal

Contains text: displays records that contain all or part of the specified text.
Does not contain text: displays all records except one that contains all or part specified text.
is equal: displays the exact text-line you specify on the filter fields.
is not equal: Outputs other text-line asides from the specified text value.

Numeric

is equal
is not equal
is any of
is none of
is empty
is not empty

is equal: displays records with a selected set of options from the board.
is not equal: displays records other than selected options.
is any of: displays a random record from the selected list of options.
is none of: To display no record from any of the selected lists of options.
is empty: the operator hides records with checkboxes in a record.
is not empty: the operator displays all records with the checkbox in the record.

Dropdown and Radio

is equal
is not equal
is any of
is none of
is empty
is not empty

is equal: displays records a single selected option from board records.
is not equal: displays board records other than the selected option.
is any of: the displays a random record from the selected list of options
is none of: To display no record from any of the selected lists of options.
is empty: the operator hides records with dropdown/radio field type in a board.
is not empty: the operator displays all records with the dropdown/radio field type in a board.

How to filter a board for specific records

1. Go to any of your boards and click on the Filter button in the view bar to display the filter page.

2. Tap on Add Filter button. The filter menu displays the inputs for filter field, operator, and comparison value.

3. Fill these fields with your filter conditions and click on Apply Filter button to initiate the action.

Note: To create a new filter. Click on Add Filter below the existing filter values Then choose any of the conditions "and", "or" value

Conditions

Meaning

and

condition selects another option in relation to the first field

or

condition selects another option as a record value from another field

💡 Pro-Tip
You can click on the cancel (X) sign by the left side of filter values to delete a filter.
To delete all filters on a board, click on "Clear Filter"
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