For more information on user permissions, click here.
Filters allow you to tailor roadmap visualizations by displaying only the items that are relevant to a specific audience. Unlike standard roadmap data (such as items, fields, and milestones), which lives across all of a roadmap's views, filters only exist within the views they’ve been applied to.
A view's filter set determines which Items and Milestones will appear on your roadmap view and any Items or Milestones which don't match the view's filter set will be hidden from the view.
Exploring the Filter Tool on Roadmaps
Filters can be easily applied to a roadmap from any view type, including the Table, Swimlane, and Timeline. In order to apply a filter, users will need to locate the Filter tool in their roadmapping toolbar at the top of their screen.
When in the filters menu, users can easily see the number of visible items within the total dataset and the number of applied filters. Users will also have the options to Add Filter(s), Clear All Filters, or Remove Individual Filters by clicking on the respective buttons in the menu. Any changes that are made in this menu are not automatically saved, so users will need to click the Update Filters button to complete any actions.
Filter Permissions in Roadmunk
To create and update filters on a roadmap view, you must have either Owner or Editor access to the roadmap you're working in. Users with View Only permissions will not have access to the filter controls and will not be able to create or update new filters.
Filterable Fields in Roadmunk
Roadmunk allows users to filter based off of certain field types, but does not provide filters for others. The following table outlines which fields users can setup filters with in Roadmunk and which fields cannot be used:
Field types that can be filtered
Field types that cannot be filtered
Type-Specific Filter Details
|Single Select List Fields||Item/Milestone on roadmap…
|Multi-Select List Fields||Item/Milestone on roadmap…
|Team Member Fields||Item/Milestone on roadmap…
|Numeric Fields||Numeric value on Item/Milestone…
|Date Fields||Item/Milestone has a date which…
|Bucket Fields||Item/Milestone on the roadmap…
Additional Filter Functions
Filtering for Items with No Value Assigned
By default, Roadmunk filters out items with no field value assigned in Single-Select List, Multi-Select List, and Team Member Fields. In order to include items without a value assigned to them, users can select the No Value option located at the bottom of the filterable values list when adding filters to their view.
Warnings for Item Creation in Filtered Views
When creating an item in a roadmap view which has been filtered, the visibility of new items may be impacted. Roadmunk provides users with an immediate warning when attempting to create an item via a method where fields cannot be added, such as the Add New Item bar, and will prompt a user to navigate to the item card.
If the user is creating a new item from either the Timeline or Swimlane view, the filter warning will appear at the bottom of the Drag New Item modal that prompts them to apply values to the filtered fields in order to ensure that the item will be visible after it's been created.
If a user disregards this message and creates an item in a filtered view, the item will be hidden and the user will be shown a message which prompts them to navigate to the recently created Item Card in order to apply the appropriate fields (if the user would like the item to be visible in Roadmunk).
Filtering for Items within Parent/Child Structures
Filter behaviour in views with sub-items may differ from the standard behaviour for this feature. The filters that are applied to a view will disregard Parent Items that don't match the applied filter if they have a Child item which satisfies the filter requirements. This ensures that items at all levels of data visibility are included in the filtered view and not accidentally hidden because they're grouped under a Parent item.
Copying Filters to a New View
While users can duplicate views in order to copy filters, they can also create a new view on the roadmap and choose to copy the filters from an existing view. This is useful if you were looking to retain the filters of an existing view but present the data in a different visualization type. In order to copy filters when creating a new view:
- Select the + View button from the navigation bar at the top of the screen.
- In the New View dialog, locate the filtered view in the Copy Filters From... dropdown
- Select your Visualization Type and click Create to generate a view with the copied filters