Understanding the Filter Panel

  • Updated on Apr 23, 2025
  • Published on Feb 7, 2025
  • 2 minute(s) read
  • DL
  • Migration Team
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Overview

The Filters Panel enables you to define precise search criteria to narrow down results and quickly locate the most relevant items. You can apply single or multiple filters using fields such as status, date, user, or custom metadata—allowing for highly tailored data exploration. You can access and use filters in the following locations:

  • Workspace Widgets: Available when configuring each widget type, as well as from the toolbar within both Spreadsheet and Calendar widgets.

  • Module Search View: Usable across various views including Split View, Spreadsheet View, Gallery View, Kanban View, and Timeline View.

Note: The Timeline 2.0 View also includes a Filters Panel; however, its functionality differs from other views. It allows you to define search criteria across the entire data model, providing a broader and more flexible way to filter data. Please note that advanced features—such as saved filters—are not supported in this view.

Understanding the Filter Panel

The Filters Panel will be displayed by clicking theicon from the toolbar.

The table below provides a quick overview of Filters Panel:

Action

Visual Guide

  1. Search by keywords across module items, comments and files

  1. Allows you to Clear all applied filter criteria in a single action.

  1. Allows you to save your current filter criteria for quick access and reuse, making it easier to apply the same filters in future sessions.

  1. The Show all values toggle controls whether the dropdown filters display: All possible options (e.g full list of countries, including active and inactive values) or only values currently used in the records shown within the module (e.g. just “UK” if that’s the only country used). By default, the toggle is off, and only values already stored against visible records are shown.C hanging the toggle does not affect any values already selected in your filter conditions. This feature is especially helpful when preparing filters in advance—before all expected values appear in data.

  1. The Add Condition button allows you to add a new condition row, consisting of a field, operator, and value.

  1. The Add Group button allows you to group multiple filter condition rows together.

  1. he Display Items section allows you to control the visibility of items based on the following criteria:

    1. Active – Choose whether to display only active items, inactive items, or both. The default setting is Active.

    2. Expired – Choose whether to display items that have expired by a given date, items that have not expired, or both. The default setting is Both.

    3. Released – Choose whether to display released items, unreleased items, or both. The default setting is Released only.

Known behaviour:

  • Any fields of type ‘Fixed Text’, ‘Calculation’ or ‘File Fields’ are not available as filter criteria

  • Filtering by Ref. Number is supported irrespective of whether its enabled within Module Appearance

  • The ‘Show all values’ toggle will switch to default state after saving a filter criteria

  • To receive correct output while filtering by Week-Year fields, it is important to use a correct skeleton for it: ww-yyyy is not supported for week-date fields starting from 9.101, ww-YYYY should be used instead.

  • Whenever viewing a date-time based filter, filter values will be converted depending on the User Specific time zone. In other words, if Alice creates a filter with time zone "America/Los Angeles" and then changes time zone zone to "America/New York." - she will see date-time filter values based on the new zone.

  • Date, Week-Year, Month-Year, Year filter values are displayed consistently across all time zones (01.01.2020 is the same in any TZ)

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