Filter Functionality in Zymmr

Overview

The filter functionality in Zymmr is a powerful tool that allows you to refine your views by creating, saving, and managing complex queries. By combining multiple conditions using various operators, you can precisely target the work items you need to see.

Adding a Filter

1. Locate the filter controls on the page you wish to filter (e.g., the Project Backlog or Work Items list).
2. Choose a Field: Select the attribute you want to filter by (e.g., Workflow State, Project, Priority).
3. Select an Operator: Choose the comparison operator that fits your needs (e.g., Equals, In, Like).
4. Enter a Value: Input or select the value to complete the condition.
5. Add Multiple Conditions: Click the "Add Condition" button and repeat the steps. Conditions are combined using the AND operator to narrow down your results.

Dynamic Values: Using "Current User"

For fields that involve people (such as Primary Assignee, Secondary Assignee, or Reporter), Zymmr offers a dynamic value called Current User.

When you select Current User as the value, the filter automatically evaluates to whoever is currently logged in.

Why use this? This allows you to create a single, shared filter—like "My Active Tasks"—that works correctly for everyone on the team. When Alice views it, she sees Alice's tasks. When Bob views it, he sees Bob's tasks.

Saving a Filter

For complex queries you use frequently, you can save them for quick access later.

1. Set Filter Conditions: Build your desired filter query as described above.
2. Click the Save Filter button.
3. In the popup window, enter a descriptive name for your filter (e.g., "My Open High Priority Tasks") and click Save.

Clearing a Filter

To remove all active filter conditions and return to the default, unfiltered view, simply click the Clear Filter button.

Available Operators

Operator	Description
Equals	Matches the exact value provided.
Not Equals	Excludes items that match the exact value.
Like	Matches similar values (often used for text searches).
Not Like	Excludes items that match similar values.
In	Matches any value within a provided list of values.
Not In	Excludes any item that matches a value in the list.
IS	Checks for a specific state, commonly used for NULL or NOT NULL.

Filter Examples

Example 1: Open Tasks in a Specific Project

• Condition 1: Workflow State Equals "Open"
• Condition 2: Project Equals "Test"

Example 2: High Priority Tasks for a Specific Date

• Condition 1: Priority Equals "High"
• Condition 2: Start Date Is "2024-07-28"

Example 3: Dynamic "My Active Tasks" (Best Practice)

This filter works for any user who clicks it.

• Condition 1: Primary Assignee Equals "Current User"
• Condition 2: Status Equals "In Progress"

Create Custom Views

Save frequently used filters to create personalized views that streamline your daily workflow. Using the Current User variable is the best way to create shared views that apply to the whole team.