How to Filter the List Views - Nimble Knowledge Base

This article explains how Advanced Filters and Column Filters help you find and focus on relevant workitems.

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Start with the video first to get a better grasp of the topic!

Overview

You can use Column Filter to view specific workitems, for example, critical priority items, or Open Items. When a column is showing filtered records the column header is highlighted in bold and italics font.

To filter the list view with a combination of logical conditions, use the Advanced Filter option. For example, you may want to view Defects that have their Due Dates between a particular date range and not with ‘Low’ Priority, and so on.

Steps to Create an Advanced Filter

Advanced Filter lets you narrow down workitems by applying one or more conditions. You can combine conditions, group them using AND/OR logic, save the filter, and reuse it later.

To open the Advanced Filter, go to the work item listing and select Create Filter.

Create and Apply an Advanced Filter

In the Advanced Filter panel, enter a Filter name.
You can optionally add a Description.
To make the filter available to other users, turn on Enable Globally.
Under Filter Criteria, define when items should be included:
- Select a Field name.
- Select a Data condition.
- Select or enter a Value.
This defines the first condition.
To add more conditions, select the Add (+) icon:
- Select Add condition to add another condition at the same level.
- Select Add condition group to group multiple conditions together.
Within a group, choose whether:
- All conditions must be true (AND), or
- Any condition can be true (OR).
Continue adding or grouping conditions as needed.
Select Save to store the filter, or SAVE & APPLY to apply it immediately.

Once applied, the filter name appears above the work item list. Selecting it shows the applied conditions.

Advanced Filter

Example

In the example shown:

Workitems are filtered where Priority is Critical.
In addition, any of the following conditions must be true:
- Date Created is 15/01/2026, or
- Due Date is 24/01/2026

This setup ensures that only critical items created on a specific date or due on a specific date are shown.

Edit or Copy a Filter

To edit predefined Advanced filter criteria,

Go to the workitem listing drop-down and click on it.
Hover on the created filter and click the Edit icon.
Make the necessary changes and click the SAVE button.

If you want to reuse a filter created by another user, select Create Copy, save it with a new name, and modify it as needed.

Note:

Only the user who has created the advanced filter has the right to edit his/her created advanced filter. No other user can edit an Advanced Filter created by others. However, using the Create Copy option, you can save the existing filter with a different name and use it.
In the Pre-Defined Filter list, if any value in the list is displayed in red, it indicates that the filter is created using a custom field that is deleted. The search result will display the item even if the Search String is entered in a mixed-case format.

Clear Filters

To remove the applied advanced filter, select the Clear (×) icon next to the filter name.
To remove all filters and view all work items, open More Options and select Clear All Filters.

Notes

Advanced filters apply only to the current list view.
Global filters are visible to other users for the same list view.
If a filter uses a deleted field, the value is highlighted to indicate it needs attention.

Define Global Filters for Custom List Views

You can share the filter you created for others to use.

In the Advanced Filter window, select the Global Filter option for the Advanced Filter you create or have already created. Other users will be able to view the filter in the Pre-defined Filter list for this List view.

Column Filters

Column Filter helps to filter the list quickly based on the existing columns.

Prerequisites

Ensure that the List view displays the columns related to that attribute, for example, Status. It is better to select a few columns to avoid too much horizontal scrolling in List View.

Steps to Add Column Filters

Hover over any column header in the workitem listing.
In the column header:
a. Click the drop-down arrow.
b. Select Filter from the menu.
c. The filter panel opens, showing all available columns.
From the Columns drop-down, select the column you want to filter (for example, Priority, Due Date, Tags).
Choose an operator based on the selected column type.
Select or enter the required value based on the chosen operator.
Click anywhere outside the filter panel to apply the filter.

The list view updates to show only the matching workitems. When a filter is applied, a filter icon appears in the column header. Clicking this icon opens the filter options again.

Note: If there are more than 500 instances of a workitem including All and None, then the filter option provides a search box. Enter the value in the search box based on which you want to filter the list and click Apply.

To reset the filter, click the drop-down icon, select Filters, clear the selection for unwanted values, and select new values.

To remove all the applied filters and view all workitems, click the Clear All Filters icon from More Options. fiter workitems

How multiple-column filtering works?

When filters are applied to more than one column, each filter condition applies to a different column in the listing. A connector appears between the filter conditions to define how they work together. You can choose And or Or as the connector. And filters the list to show only workitems that match all the selected conditions, while Or filters the list to show workitems that match any one of the selected conditions.

And — match all conditions

Or — match any conditions

Use And to show workitems that match every filter condition.

Example: Tags is Workitem “And” Priority is Critical

Result: Only workitems that have the Workitem tag and a Critical priority are shown.

Use Or to show workitems that match at least one filter condition.

Example: Tags is Workitem “Or” Priority is Critical

Result: Workitems that have the Workitem tag or a Critical priority are shown.

Apply filters on multiple columns

Apply a filter on the first column.
Apply a filter on another column.
Select And or Or between the filter conditions.
Select the required values.
Click anywhere outside the filter panel.

Result: The list updates based on the selected option. Active filters appear at the top of the list, and a filter icon appears in each filtered column.

Note: You can switch between And and Or at any time.

Mutiple Filtering

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