Filter items in a context selector

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.

You cannot filter items in a context selector if you use it as a hierarchy filter for the primary grid on a worksheet, or all cards on a board.

Line items cannot be filtered in a context selector.

Open the Filter panel and configure filters

1. In designer mode, click the cog to the left of the context selector.
   A drop-down menu displays.

2. Choose Filter.
   The Filter panel displays on the right of the screen.
3. 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

1. Click Add rule.
   A Rule section displays, which contains the Select a module dropdown and a trash can icon.
2. 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.
3. 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. What options display depends on the structure of the selected line item and its source module.

4. 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:

5. 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
6. 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.
7. 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. 
8. Click Publish in the top-right of the screen to save your filters.