The walkthrough shown below uses the Card List to illustrate filtering options. Filtering on the Multi-Project Card Report screen uses the same layout.
Overview
Filtering options are not limited to one section of the grid, but rather are integrated into it.
5) View options
6) Filter sets
Keyword search
A keyword text search is available above the grid on the left:
Quick filters
By default, there are no filters applied, and the show/hide cards options are set to the following:
- Completed cards: show
- NULL cards: show
- Unrequired cards: hide
- Merged cards: hide
Other grid filters
If there are other filters which cannot be controlled by the columns, they are available by expanding the filter accordion.
These will include data and other filters.
Due and expected dates have additional options that appear when they are selected:
If any changes are made to these default show/hide options, or filters are applied from the accordion or the grid, a notification bell icon will appear next to the Other grid filters accordion.
Note: your filter selection will appear near the top of the screen.
Column filters
Many grid columns have filtering options directly below the column header. Users can type ahead to filter (1) or select one or more options from the dropdown that appears when the box is selected (2).
View options
View options control the number of documents available per page and which page the user has selected.
Filter sets
Create Filter Set
Previously, when grid filters were created, they only available on the source project. Now users can create filters which are available across all projects. Once you have created your filter, you have the option to save the filter for future use and for use on other projects. You can also make this shareable with other users.
To create/save the filter you have chosen:
1) Create your filter options and search
2) click "+ Create Filter Set"
3) Name the Filter Set
4) If you want to make this filter set available for other users click to enable "Public Filter Set"
5) If you want to make this filter set available on all projects click to enable "Display on all projects
6) Save
Once the Filter set has been created you will then see "Update Filter Set", "Edit Filter Set", and "Delete Filter Set"
Update Filter Set - make the changes to your filters then click Update Filter Set. Note: if this is a Public Filter Set, it will change it for everyone. Alternatively, you can create another Filter Set if you want to keep the existing set as-is.
Edit Filter Set - here you can rename or change the Public and Display options
Delete Filter Set - Deletes the set. You will get a warning if the setting is Public.