Filters allow you to tailor roadmap visualizations by displaying only the items that are relevant to a specific audience. Unlike items, fields, and milestones, which are shared across all of a roadmap's views, filters are applied to a specific view and saved as the view's filter set.

A view's filter set determines which roadmap items and milestones appear in the view's tables, Timelines, and Swimlanes. Any items or milestones that don't match the view's filter set are excluded from the view.

Which fields can be filtered?

Not all field types in Roadmunk can be filtered.

Fields that can be filtered:

  • Lists
  • Multi-Select Lists
  • Dates
  • Buckets

Fields that cannot be filtered:

  • Item and milestone names
  • Descriptions
  • Free-form fields

Add filters to a view

All views created from scratch (not from an existing filter set) start out with no filters. You can tell whether a view has filters by looking at the Filter icon on the View navbar. If the view has filters, the icon is blue and the number of filters is shown below.

You can add and apply filters to a view from any of its tables or visualizations. Adding filters from the Items Table, however, makes it easier to see how filters are applied.

Adding a List filter

A List filter matches items with any one of the values in the field's list. 

1. On the View navbar, click the Filter icon.
2. In the Filter panel, click the List field you want to filter. For the tutorial, we're selecting Category.
3. In the values dropdown, select one or more field value(s) you want to filter. For the tutorial, we're filtering out every field except Scalability.
4. Click the Apply Filters button at the bottom of the panel.

The new Category filter is added to the view's filter set, as shown in the Applied Filters list at the top of the panel. In the Items Table, you should now see only items that have Scalability as the Category field's value.

Adding a Multi-select List field filter

A Multi-select List filter matches items with one or more of the values in the field's list. 

1. Still in the Filter panel, click the Multi-select List field you want to filter on. For the tutorial, we're selecting Owner.
2. In the values dropdown, select the field value(s) you want to filter on. For the tutorial, we're filtering on Luke and Leia.
4. Click the Apply Filters button at the bottom of the panel. If you've already applied a filter, the button will say Update Filters.

The new Owner filter is added to the view's filterset together with the Category filter, as shown in the Applied Filters list at the top of the panel. In the Items Table, you should now see only items that have Scalability as the Category field's value AND Luke, or Leia, or Luke, Leia as the Owner field's value.

Adding a Date filter

There are three ways you can apply a Date filter:

Within: Show only items with dates that fall within a certain range (set both a Start Date and an End Date).
After: Show only items with dates that fall after a certain date (set a Start Date only).
Before: Show only items with dates that fall before a certain date (set an End Date only).

When setting either a Start Date or an End Date, you can select a range of dates as well as a specific date. For example, if you set Start Date to 01/17/2017 to 06/16/17, any item with a Start Date that falls within that range will match.  

1. Still in the Filter panel, click Date.
2. Click Start Date to open the Start Date picker.
3. Select the From and To dates of the date range you want to set for the Start Date.
NOTE: To select a specific Start Date, select the same date for both.
4. Click Update Filters.

The new Date filter is added to the view's filter set together with the Category filter and the Owner filter, as shown in the Applied Filters list at the top of the panel. In the Items Table, you should now see only items with Start Dates that fall within the set range, AND that have Scalability as the Category field's value, AND that have Luke, or Leia, or Luke, Leia as the Owner field's value.

Including No Value items

By default, Roadmunk filters out items with no value in the selected filter fields. But what if you want to match items that have the selected field value(s) OR no value? This is where the (No Value) selection comes in. 

For example, to include items that have a Category of Scalability or NO Category, select the (No Value) checkbox as well as the Scalability checkbox in the values dropdown (see Adding a List filter above).

Showing ONLY No Value items

The (No Value) selection is also useful if you want to see all the items in your roadmap with any fields that are blank in order to fill in those fields. To do that, select ONLY the (No Value) checkbox in the values dropdown (make sure no other values are selected).

View and update a view's filterset

To view or update a view's filterset, click the Filter icon on the View navbar, make the necessary changes in the Filter panel, then click the Update Filters button.

Remove a filter

To remove a specific filter, mouse over the filter in the panel's Applied Filters list, click the X that appears on the right, then click the Update Filters button.

Clear all filters

To clear a view's entire filter set, click Default Filters to the right of the Applied Filters list on the Filter panel, and then click the Update Filters button.

Save filters as a new view

To save a view's filter set as a new view:

1. Click the Save as View button at the bottom of the Filter panel.
2. In the Save as View dialog, enter a new name for the view.
3. Click Create.

Copy filters to a new view

Another way to create a new view with an existing view's filter set is to create a new view, copying the filters from the existing view.

1. On the Roadmap navbar, click the + View button.
2.
In the New View dialog, select the source view in the Copy filters from ... dropdown.
3. Continue to create the view as you would normally.

What's next?

You've now seen how to create a Timeline visualization for a view, how to enhance a Timeline with milestones, and how to create a view's filterset so the data displayed in the view is the one that's relevant to your audience. In the next step of the tutorial (Step 8. Create a Swimlane visualization), we take a look at how to create the second, and less traditional, roadmap visualization: Swimlanes. 

Did this answer your question?