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Advanced Filtering

Advanced filtering lets you build multi-condition filter expressions to narrow down items on any board view. Filters work across Board, Table, Timeline, and Calendar views.

Overview​

Simple single-column filters are useful for quick lookups, but transformation programs generate complex data that often requires combining multiple conditions. ProBeya's advanced filtering supports multiple filter rules joined by AND/OR logic, operators appropriate to each column type, and the ability to save filter configurations as part of a saved view for instant recall.

Getting Started​

  1. Open any board in Board, Table, Timeline, or Calendar view.
  2. Click the Filter button in the toolbar to open the filter panel.
  3. Click + Add Filter to create a new filter rule.
  4. Select the column, operator, and value for each rule.
  5. Add more rules and set the logical connector (AND/OR) between them.
  6. Items update in real time as filters are applied.

How It Works​

Filter Rules​

Each filter rule consists of three parts:

  • Column — which field to filter on (Status, Priority, Date, Person, Number, Text, Formula, etc.)
  • Operator — how to compare the value (varies by column type)
  • Value — the target value to match against

Operators by Column Type​

Column TypeAvailable Operators
Status / Labelis, is not, is any of, is none of, is empty, is not empty
Textcontains, does not contain, is, is not, starts with, ends with, is empty, is not empty
Number / Formula=, ≠, >, <, ≥, ≤, between, is empty, is not empty
Dateis, is before, is after, is between, is within (last/next N days), is empty, is not empty
Personis, is not, is any of, is empty (unassigned), is not empty
Checkboxis checked, is not checked

Logical Connectors​

Multiple rules are joined using:

  • AND — all conditions must be true (intersection)
  • OR — at least one condition must be true (union)

By default, new rules are joined with AND. Click the connector label between rules to toggle between AND and OR. All connectors in a filter group use the same operator (the UI enforces consistency within a group).

Filter Groups​

For more complex logic, you can create nested filter groups:

(Status is "In Progress" AND Priority is "High")
OR
(Status is "Done" AND Date is within last 7 days)

Each group evaluates its rules internally, then groups are joined by the outer logical operator. This allows expressive queries without requiring a query language.

Client-Side Evaluation​

Filters are evaluated on the client after items are loaded. This means:

  • Filtering is instantaneous with no server round-trip
  • All column types including formula fields are filterable
  • The item count indicator updates in real time
  • Clearing filters restores the full item set immediately

Saving Filter Presets​

Filter configurations can be preserved in two ways:

  1. Saved Views — when you save a view, the current filter state is captured as part of the view configuration. Loading the view restores all filter rules, sorts, and column settings.

  2. Quick Filters — the toolbar provides one-click filter buttons for common conditions like "My Items", "Overdue", or specific status values. These are pre-built filter presets that apply a single rule.

Configuration​

  • Default filters — boards start with no active filters
  • Quick filter buttons — configured per board by editors and admins
  • Filter persistence — temporary filters reset on page reload; use saved views for persistence

Permissions​

ActionRequired Role
Apply filters (personal, temporary)Any member with board "view" permission
Save filters as part of a shared viewUser with board "edit" permission
Configure quick filter buttonsUser with board "edit" permission

Filters are applied locally and never restrict what data other users see. Each user's active filter state is independent.

Tips & Best Practices​

tip

Start with a broad filter and add conditions incrementally. Applying all rules at once can result in an empty result set that is hard to debug. Building up one rule at a time lets you verify each condition works as expected.

tip

Save your most-used filter combinations as named views. Instead of rebuilding filters every morning, open "My Overdue Critical Items" directly from the view selector and jump straight into your priority work.

  • Saved Views — Persist filter configurations across sessions
  • Formula Fields — Filter on calculated column values
  • Bulk Operations — Apply bulk actions to filtered result sets
  • Templates — Board templates can include default filter presets