Queries and filters

You can use different filtering options for displaying data, e.g. in Contacts, Deals or Products.

Filters

There are different filters for almost each tab of your project. In order to use it, just choose a filter, add condition and click Apply. In order to create a new filter, you have to create a new custom field. It can be then edited. There is no option to modify predefined filters.

To see new custom field in the list of filters you need to edit it and check Used as a filter in.

deals filters.png

After you add all changes you want, please click Apply to see them below. You can also save them as new query just click on Save link next to Apply and Clear.

Note: Saving custom queries is available only in PRO version.

Name your new query and decide about visibility - should it be private, visible to certain roles only, or visible globally. Also, you can make this query available for all projects. Below you are able to edit settings of your query. After all click Save.

new query.png

Similarly to creating new board, it will be visible in the right sidebar, depending on its visibily - only for you (under My custom queries) or other people (Custom queries).

queries sidebar.png

Also, it is worth mentioning, that you can permit creating/editing custom queries to any role - just go to Administration - > Roles and permissions and check appropriate fields in. To read more about granting permissions click here.

Was this article helpful? Yes  No
102 from 216 found this helpful