Overview
Sections can be filtered to display specific information. Depending on solution configuration:
- App Admins can define default filters for sections or could “lock” a filter so that users cannot change it (e.g., lock the filter for a table that is designed to show only High priority RAID Log items).
- Users can manually filter content in table sections or list and view sections (e.g., filter a table of Milestones to show milestones owned by a specified user).
- Users can use Page Filters to filter multiple sections on a layout at the same time (e.g., filter all card, chart, and table sections to show data for a specified Workstream).
Filter Operators
Operators specify how filter criteria relate to one another. App Admins can use this syntax for locking filters in Tables, Cards, Charts, Export/Import Sections, Boards, and Lists/Views. Users can use the syntax in Lists and Views on instances.
| Action | Operator | Meaning | Supported Filter Type(s) |
| OR | Comma-separated (,) | Filters on any of the values entered | Text, Numeric |
| AND | Plus sign separated (+) | Filters on a combination of values | Text, Numeric |
| Exact Match | Surround values in quotes e.g. “Insert Values” | Returns results matching all entered values | Text, Numeric |
| Empty Values | Enter double quotes e.g. “” | Filters on fields containing no value | Text, Numeric |
| Less Than | < | Evaluates if a value is less than the value that follows this symbol | Numeric |
| Greater Than | > | Evaluates if a value is greater than the value that follows this symbol | Numeric |
| Less or Equal | <= | Evaluates if a value is less than or equal to the value that follows this symbol | Numeric |
| Greater or Equal | >= | Evaluates if a value is greater than or equal to the value that follows this symbol | Numeric |
| Not Equal to | != | Excludes values from your results | Text, Numeric |
Dynamic Filters
Admins and end users can define dynamic filters by entering injected expressions in a text or numeric filter. These allow you to provide an expression that determines the value that will be used for the filter.
An injected expression is composed of a brace, an exclamation point, an expression, and closed by a brace. These can be combined within a filter using a space, comma, or plus sign.
Examples:
- {!Stage__c}
- Project {!name}
- {!days(creationDate, finishDate)}
- {!max(10, Employee_Headcount__c)}
- {!Business_Unit__c} + {!Phase__c}
If you want to reference an ancestor attribute, you can do so by prefixing the reference with the template API name of the template containing the attribute. If the reference is to an attribute on the immediate parent or grandparent ancestor, you can use parent or parentOfParent as the prefix.
Examples:
- {!parent.Stage__c}
- {!parentOfParent.Stage__c}
- {!Initiative__t.Stage__c}
Attribute references in the dynamic filter expressions must use their API name, which can be found on the Settings dialog on a template.
Note: Exact filtering can be used for Dynamic Filters as well by surrounding the expression in double quotes, i.e. “{!Stage__c}”.