Filtering Records

Use the Filter feature to display specific information you want to see on your board.

Filtering records on a board displays certain records from entire board based on a specified criteria. You can use the filter option to archive old or irrelevant data from the entire Board view. Records that does not match a 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: Allows you select field you want to filter from the board.

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

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

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

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

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

📌The basic field types and corresponding filter operators.

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 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 the specified text value.
Numeric	is equal is not equal is less than is greater than greater than/equal to less than/equal to	is equal: displays records with a stated equivalent numeric. is not equal: displays all records except one with stated equivalent numeric. is less than: displays records with a numeric less than specified value. is greater than: displays records with numeric greater than a specified value. greater than/equal to: displays records with the numeric value and ones greater than the value. less than/equal to.
Checkbox	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 list 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: displays a random record from the selected list of options. is none of: To display no record from any of the selected list 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.

To filter a Board:

• Click on Filter button in the view bar to display filter page.

The filter button on the view bar

• Then tap on the Add Filter button. The Filter menu displays the inputs for filter field, operator and comparison value.

• Proceed to set your filtering conditions.

• Click on Apply Filter after setting values to initiate an action.

To create a new Filter; Click on “Add Filter” underneath a previously created filter.

Then choose either of two conditions: and and or

and condition selects another option in relation to the first field.

or condition selects another option as a record value from another field.

Adding Filters

Tip 🧙‍♂️: Click on the cancel (X) sign by the left side of a filter to delete a filter.

To cancel a filter

To delete all filters on a Board, click on “Clear Filter.”

On the next page, we will be looking at a similar process; "Sectioning of boards"