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 text: displays records that contain all or part of the specified text. |
Numeric |
| is equal: displays records with a selected set of options from the board. |
Dropdown and Radio |
| is equal: displays records a single selected option from board records. |
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"