Step 7 - Add and Apply Filters to a View
Filters allow you to tailor roadmap visualizations by displaying only the items that are relevant to a specific audience. Unlike items, fields, and milestones, which are shared across all of a roadmap's views, filters are applied to a specific view and saved as the view's filter set.
A view's filter set determines which roadmap items and milestones appear in the view's tables, Timelines, and Swimlanes. Any items or milestones that don't match the view's filter set are excluded from the view.
Which fields can be filtered?
Fields that can be filtered:
Lists
Multi-Select Lists
Numeric
Dates
Fields that cannot be filtered:
Item and milestone names
Descriptions
Free-form fields
Buckets
Applying filters
Filters can be applies to a view from either the Items Table or from a visualization like a Timeline or Swimlane. In order to apply a filter, find the Filters icon located at the top right of the navigation bar.
Applying a List filter
A list filter matches items with single or multiple values from a list or multi-select list.
On the View navbar, click the Filter icon
In the Filters panel, click Add Filter and select a list or multi-select list from the dropdown
Select the field values you want to filter by and choose if the filter includes or does not include the field values selected
Click the Apply Filters button
Applying a Numeric filter
A numeric filter matches items that are between, equal to, greater than, or less than a specified field value
On the View navbar, click the Filter icon
In the Filters panel, click Add Filter and select a numeric field from the dropdown
Enter a number and choose if you want to filter items that are between, equal to, greater than, or less than the number provided
Click the Apply Filters button
Applying a Date filter
There are 5 ways you can apply a date filter:
Between: Show only items with dates that fall within a certain range
Starts before: Show only items before a certain start date
Starts after: Show only items after a certain start date
Ends before: Show only items before a certain end date
Ends after: Show only items after a certain end date
On the View navbar, click the Filter icon
In the Filters panel, click Add Filter and select Date from the dropdown
Select a date and choose if you want to filter items between, starting before, starting after, ending before, or ending after the date provided
Click the Apply Filters button
View and update a view's filterset
Hovering over the Filters button with your mouse will display the number of items that have been filtered. To view or update the current filterset, click the Filters button to open the Filters panel. Here you can make any necessary changes, click the Apply Filters button once finished to apply any changes.
Remove a filter
To remove a specific filter, click the X that appears to the left of a filter in the Filters panel. Click the Apply Filters button once finished to apply any changes.
(No Value) filter
Including No Value items
By default, Roadmunk filters out items with no value in the selected filter fields. But what if you want to match items that have the selected field value(s) OR no value? This is where the (No Value) selection comes in.
For example, to include items that have a Category of Scalability or NO Category, select the (No Value) option as well as the Scalability option in the values dropdown when applying a filter from the Filters panel.
Showing ONLY No Value items
The (No Value) selection is also useful if you want to see all the items in your roadmap with any fields that are blank in order to fill in those fields. To do that, select ONLY the (No Value) option in the values dropdown when applying a filter from the Filters panel.
Adding an item to a filtered view
When adding an item to a view that has been filtered, the item will disappear out of the view by default. You have the option to assign values to the item that match the current filter set.
Copy filters to a new view
Another way to create a new view with an existing view's filter set is to create a new view, copying the filters from the existing view.
On the Roadmap navbar, click the + View button
In the New View dialog, select the source view in the Copy filters from ... dropdown
Continue to create the view as you would normally