How to Configure Dashboard Filters

Open Kanban Config and go to "Filters Configuration" tab. Here you can see some useful options:

• "Hide Filters Button" will allow you to prevent "Filters" button (see picture at the end of this article) from being shown on kanban at all. Useful sometimes if you do not want to allow users do something with filters.

• "Hide Templates Menu" will allow you to hide "Filter Templates" button and proper feature if you do not want users to play with it.

• "Hide views Menu" will allow you to hide saved filters picklist.

Click button to open filter configuration popup. At the "Basic Configuration" tab you can set the filter config. It includes:

• Label - required, will be shown to user in Custom Filters

• Name - required, used by system. Must not contain spaces and other non-alphanumeric symbols except underscores.

• Source Type - required, needed to specify type of Data Source. By default it has only "SObject" selection, but there can be Apex class too (this depends on data sources used in current Kanban).

• Source Object - will be displayed if Source Type = SObject. Contains list of Data Source objects used in the current kanban.

• Source Object Fields - will be displayed after Source Object is selected. By default it contains no fields.

Click button to add field(s). If do not add fields, all fields will be shown in the filter.

• After clicking button a field row will be shown.
• Click on button to show a field picker.

• Select a field. Verify selected field API name, if necessary.

• Click "Apply" button to keep selection.

• Add more fields, if needed.

• Go to "Availability Configuration" tab.

• Select columns which filter will be applicable to.

• Click "Save" button to save filter.

• Do not forget to save changes in kanban config and then in whole kanban builder.

Custom filters will be selectable in the "Filters" panel.