Complex filters and / or formulas

Community
1

Hello team,

I tried to find a way to automatically archive individual items on my board. As I couldn’t find such a functionality (would be great to have, btw ;)), I tried to find a workaround.

First, I tried to build a complex filter in my view based on my “Completion Date” field. However, I also need to filter for status. Somehow, I can’t create a complex filter with different connectors. I’d need a STATUS AND (Completion Date empty OR Completion Date > 7 days) function, but I can only choose AND or OR.

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I then tried to work through a formula, where my formula “Archive” field returns “True” if the completion date is > 7 days.

(Image 2 will follow below as I’m only allowed to put one image in my post…)

This formula works, and I tested it. The result returns True, as intended:

(Image 3 will follow for the same reason)

However, then I tried to implement a filter based on that field, and there seems to be an issue with the “is not” filter. This is the filter I put on the view above:

(Image 4 same thing…)

So I said “Archive is not “True””. I also tried “doesn’t contain” “doesn’t begin with”, and I also tried TRUE, “True”, true, “true”, Wahr, Vrai….all the different variations. In all cases, my item still shows. Somehow, this field seems to not be read as text.

Can you advise how I have to put the text into the filter so it is understood by it? Or how I have to change my setup / formula?

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Image 2

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Image 3

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4

Aaand image 4. Maybe consider upping this limit of one image per post for “new users” (whatever that means ;))

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5

Ah, and in case you need the board, it is this one:
https://visiativ.suivi.co/ws/01JGXWN4YE71X437VPRYNRM26W/board/DACH-Marketing-Collaboration-New-01KZ93Y2QZRV703X5HVQRV5Z7F/view/Work-View-01KZ93Y2R1M5GTGC38A9HVRR0P

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Hi @judith_thommen,

Glad to see your working with formulas.
To my knowledge, formula columns data values are just rendered from the application and not stored into the application. You can’t use formulas results into a filter or another formula.

I’m going to double check with the R&D team in order to answer more precisely.

Regards,

Thomas,

7

Ok, thank you for your answer. Is there another option to archive cards in that case?

8

Hello @judith_thommen Advanced filter are available on formula fields, and you can add this filtrer to others (with AND/OR).
The archive feature on a item is not available, but your workaround look great. It should be ok as is, merging formula and filter.

Moreover, the formula in formula is already an idea WorkInProgress on our side to simplify the conception. Wait & See (ideas/VISSUIVI-I-126)

9

Hello @Matthieu_PAYET, great, thank you, I’ll experiment some more.

Generally, I struggle a bit with the complex filters, as it only allows for one type. I haven’t managed to build a truly complex filter, as I lack (or haven’t found) the possibility to add brackets ().

Concretely, I’d like to display on my board

Status | is one of | To Do, In Progress, Waiting… OR (Status | is | Waiting AND Last Modification Date | < | 7 days)

Am I maybe just missing an option somewhere that allows for this to be entered?