Field filter
Field filters use the specified fields to filter cases.
Filters on activity fields are applied at the activity level for some components. At the case level, these filters are applied as follows: All cases with any activity matching the filter get filtered.
The field type determines how you filter a field.
Text fields
You can select multiple text values from a list. Cases or activities that have one of the selected values get filtered.
If you toggle the Not switch, all cases or activities that do not have any of the selected values get filtered. If the filter is for an activity field, all cases that have an activity with a value different from the selected values will get filtered. With the Not switch on, cases that have only activities with the selected values do not get filtered.
Data to be filtered
Case ID | Activity | Activity ID | Team |
|---|---|---|---|
c1 | Take order | a11 | Red |
Cancel order | a12 | Blue | |
c2 | Take order | a21 | Red |
Cancel order | a22 | Green |
If you select the teams that are not blue, the result includes both case c1 and c2, and activities a11, a21 and a22, but not a12.
If you select the teams that are not red and not blue, the result includes only case c2 and activity a22.
Number fields
You can select one or more ranges. Cases or activities with values within any of the ranges get filtered. A value is within a range if it is greater than or equal to the start value and strictly smaller than the end value in the range.
If you toggle the smallest value or largest value switches, the range includes the smallest or largest value in the data respectively. With these switches on, the smallest or largest end of the range is unlimited.
If you toggle the Not switch, all cases or activities outside the given ranges get filtered. If the filter is for an activity field, it is applied at the case level in the same way as for text fields. That is, cases that have any activity with a value outside the given ranges get filtered.
Date fields
Date fields work in the same way as number fields.
Click the calendar icon to pick a date from the calendar view. Note that date filters always include the time of day, and similar to number ranges, the end time is not included.