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Filtering Options with Multi-Select Custom Fields
Filtering Options with Multi-Select Custom Fields

Filter multi-select custom fields to find exact matches, partial matches, or exclude specific values, making data management more efficient.

Updated over 4 months ago

Multi-select custom fields in Productive offer versatile filtering options to help you manage and analyze data effectively.

By understanding and utilizing these filtering options—equal, not equal, does not contain all of, contains some of, and does not contain some of—you can enhance your data management and analysis capabilities.


Here’s a detailed explanation of each filtering option with practical examples!

Equal

This filter allows you to find objects that have an exact match with the selected values.

Example:

If you have a multi-select custom field called "Skills" and you filter for "Skills equal to JavaScript, Python", you will get all objects (e.g., people, projects) that have both "JavaScript" and "Python" selected.

Not Equal

This filter helps you identify objects that do not have the exact combination of selected values.

Example:

Using the same "Skills" field, if you filter for "Skills not equal to JavaScript, Python", it will exclude all objects that have both "JavaScript" and "Python" selected, showing only those with other combinations or with only JavaScript or Python.

Contains All Of

This filter finds objects where the multi-select field contains all of the selected values, but it can also contain additional values not specified in the filter.


Example:

If you filter for "Skills contain all of JavaScript, Python", you will get objects that are tagged with both "Python" and "JavaScript" and when the objects have additional tags.

Does Not Contain All Of

This filter excludes objects that contain all of the selected values but can include those that have some or none.

Example:

If you filter for "Skills does not contain all of JavaScript, Python", you will get objects that may have only "JavaScript" or only "Python", or neither, but not those that have both.

Contains Some Of

This filter returns objects that contain at least one of the selected values.

Example:

Filtering for "Skills contains some of JavaScript, Python" will show all objects that have either "JavaScript" or "Python" or both.

Does Not Contain Some Of

This filter excludes objects that have any of the selected values, ensuring that none of the filtered values are present.

Example:

If you filter for "Skills does not contain some of JavaScript, Python", you will get objects that do not have "JavaScript" and do not have "Python".

Is Empty

Displays entries where the field has no assigned values.

Example:
Shows all entries where the custom field is left empty.

Is Not Empty

Lists entries where the field has one or more assigned values.

Example:
Shows all entries where the custom field is populated with any value.

Practical Uses

  • Project Management

    Use these filters to assign team members to projects based on their skills. For example, filter out team members who do not have the required skills for a specific project.

  • Client Management

    Filter clients based on the services they are interested in or have previously used to tailor marketing strategies.

  • Resource Allocation

    Identify resources available for specific tasks by filtering out those who do not have the required competencies.

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