Filtering by a field in Braineet

One of the core features of views is the ability to filter out records from a view according to conditions you set. When a project is filtered out based on a condition, it is not deleted—it's just hidden from the particular view you're using to look at your table.

Overview

A condition is a rule that determines which records are displayed in a specific view.

Conditions can be useful when:

• You want to quickly find projects that meet certain criteria (e.g. projects with a due date between X and Y).
• You only want to focus on projects that meet certain criteria (e.g. projects assigned to me that haven't been marked as complete).
• You need to restrict access to certain projects.

A great example of using conditions is to archive old projects that are no longer relevant.

Conditions

You can create a condition to filter out records within the view you are currently viewing.

A condition is made up of three parts:

1. A field - This can be any field in your portfolio.
2. An operator - Once you've selected a field, choose an operator from the pre-populated dropdown menu.
   • The available filter operators will be determined by the field type. For example, text fields will have filter operators like "contains," "does not contain," "is empty," or "is not empty"; number fields will have filter operators like "is greater than" or "is less than."
3. A value - This is the value that you will compare all of your projects against using the field you just specified.

A condition is structured similarly to a sentence. For example, you can read the example above as: "Show me the projects where the Maturity Level is Solution Phase".

Creating a condition

Let's start with a quick example. Here we have a portfolio with many maturity level projects, with a field called Maturity Level that tracks the advancement of a project :

After clicking on the apply button, you will see at the left of the filters button, the number of visible projects in this view:

Removing a condition

You can remove a condition from a view by clicking on the cross icon next to that condition:

FAQ

• Is there a way for being able to filter just our own view, without impacting the rest of the users as well?

  You can create or save (if you want to reuse columns order) as a view that is not collaborative, checkout the Permissions documentation. On this view, you will be able to apply your own filters on it.