How to Configure Dashboard Quick Filters

Quick Filters are pre-set filters that are displayed to user directly in the kanban and are available without interacting with Filters sidebar.

Quick Filters have the following features:

• they always work together with each other, joined by logical "AND". This means when user applies two or more Quick Filters, all of them will be applied and cards matching all of them will be shown.

• they work together with main and custom Filters (which are shown in the Filters Panel), joined with them by logical "AND".

• they have no "is null / is not null" operators available to configure. They have "include empty" checkbox instead. This checkbox allows to filter by empty values at the same time as by set ones, and empty values will be searched together with specified joined by logical "OR".

E.g., filtering by "Amount < 1000" with "include empty" checked will find cards for records where field "Amount" is less than 1000 or is blank at all

Note: Quick Filters for checkboxes (boolean type fields) have no "include empty" checkbox.

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

Position There are two control layout options available: Header: Filters are displayed in the top panel of the dashboard (in the same panel where the control buttons and search bar are displayed). Highlights panel: The panel is located below the header, directly above the working columns. This option is selected by default.

Use Apply Button checkbox The system supports two filter activation types: Instant: data is updated automatically whenever filter values are changed. Manual: filtering is activated only after user confirms it by clicking "Apply" button. This mode is recommended when there is a lot of cards shown to reduce the system load and avoid unnecessary reloads.

Quick Filters Fields. Select field which kanban should be filtered by when use quick filters:

• Click Add Filter button and fill in the appropriate fields in the proposed form:

• Select a source object which the filter applies to. If the Kanban columns are based on the one object, it will be pre-selected.

• Select Source Field which filtering will be performed by.

• Custom Label - specify the text to be displayed in the filter interface.

• Select proper operator.

• Checkbox "Apply to all columns" is checked by default . If you need to customize individual columns (exclude some from the filter), uncheck it before saving and select necessary columns:

Click "Apply" to add the filter to the list of active filters. Finally click "Apply" button of the whole popup to save all changes in kanban configuration:

Quick Filters on the kanban: