Filter items in a context selector to show only the information that users need for their planning activities.
You can filter items in a context selector on both boards and worksheets, but not on individual cards.
Line items cannot be filtered in a context selector.
Open the Filter panel and configure filters
- In designer mode, click the cog to the left of the context selector.
A drop-down menu displays. - Choose Filter.
The Filter panel displays on the right of the screen. - Click the dropdown to the right of Show items that match.
Choose Any or All in the drop-down menu. This determines whether items have to match one, or all, of the filter rules to display in the context selector.
Add a filter rule
- Click Add rule.
A Rule section displays to the right of the page. It contains the Select a module dropdown and a trash can icon. - Click the Select a module dropdown, and select a module to filter your context selector by from the drop-down menu.
The only modules displayed are ones that contain the list a context selector is based on.
The Select line item dropdown displays. - Click the Select item dropdown and select a line item to filter your context selector by from the drop-down menu.
Further options to define your filter rule display. The options that display depend on the structure of the selected line item and its source module. - Click the Select filter condition dropdown and select a filter condition from the drop-down menu.
The available options vary based on line item format, and include:
| Filter condition | Applicable line item formats | Function |
| Equal to | Number, date, time period, list, and text | Filters to display items that match the value you enter. |
| Is not equal to | Number, date, time period, list, and text | Filters to display items that do not match the value you enter. |
| Between or equal to | Number, date, and time period | Filters to display items between or equal to two values you enter. |
| Less than | Number, date, and time period | Filters to display items that are less than the value you enter. |
| Less than or equal to | Number, date, and time period | Filters to display items that are less than or equal to the value you enter. |
| Greater than | Number, date, and time period | Filters to display items that are greater than the value you enter. |
| Greater than or equal to | Number, date, and time period | Filters to display items that are greater than or equal to the value you enter. |
| Is blank | Date, time period, list, and text | Filters to display items that are blank. |
| Is not blank | Date, time period, list, and text | Filters to display items that are not blank. |
| Is true | Boolean | Filters to display items with a Boolean value that is true. |
| Is false | Boolean | Filters to display items with a Boolean value that is false. |
- In the field that displays beneath the Select filter condition dropdown, enter or select a value to filter by.
How you enter or select a value depends on the format of the line item selected in step 3. Your options can include:- Number-formatted line items, where you enter a numerical value into the field
- Boolean-formatted, where no action is required
- Date-formatted, where you select a date from the date picker
- Time period-formatted, where you select a time period from the dropdown
- List-formatted, where you select a list from the dropdown
- Text-formatted, where you enter text into the field
- Under the Context selectors heading, click the dropdowns for any context selectors in the source module and select values from the drop-down menu.
This determines which values to filter for the line item you selected in step 3. - Click Apply to apply your filters to the context selector.
Repeat steps 1 through 6 to create additional filter rules.
Click the trash can icon in the top-right of a filter rule to delete it. - Click Publish in the top-right of the screen to save your filters.