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How to Configure Dashboard Custom Filters

Custom filters are suitable for situations when data source object contains a lot of fields and they obstruct users to work with necessary ones. Kanban admin can add some custom filters which will contain only fields that are necessary for users. This is only one difference from main filters.

Open Kanban Config and go to "Filters Panel Configuration" tab. Here you can see some useful options:

  • "Hide Filters Panel" will allow you to prevent "Filters" button and panel (see picture at the end of this article) from being shown on kanban at all. Useful sometimes if you do not want to allow users do something with filters.

  • "Hide Templates Menu" will allow you to hide "Filter Templates" button and proper feature if you do not want users to work with it.

Expand "Custom Filters Configurations (Optional)" section. Click "+ Add filter" button to display a filter form. Set the filter properties:

  • Label - required, will be shown to user in Custom Filters.

  • Source Object - Contains list of Data Source objects used in the current kanban. If there is only one Source Object, it will be pre-selected.

  • Custom Filter Fields - will be displayed after Source Object is selected. By default it contains no fields.

Click Search button ("Lens" icon) to select and add field(s):

Leave "Apply to all columns" checkbox checked to let filter be applicable to all columns that have the same Source Object. Uncheck it to select which columns will be filtered by this filter (other will be shown without filtration):

  • Click "Apply" button in the "Add filter" form to keep selection. Filter will be displayed as a small card:

  • This card will show a filter label, selected fields and columns. This filter can be edited (a pencil icon) or deleted (recycle bin icon).

  • Click "Apply" button in the configuration popup bottom to save filters and other changes in kanban config. Do not forget also click "Save" button for the whole kanban builder.

Custom filters will be selectable in the "Filters" panel when adding conditions:

And only fields that were configured will be available to select:

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