How do I create a new Filter at the Board level?

Question

I want to create a new filter at the Board level (instead of project level):

My Current Filter (at project level): project = WFRS ORDER BY Rank ASC

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Question:

One (1) Project; Project RSA

Two (2) Boards: Board-r and Board-s

How do I create a new Filter at only the Board level (instead of the project level)?

board-r (named the Reporting board)

board-s (named the Statement board)

CUSTOM FIELD = Report Category

If the CUSTOM FIELD (report category) says “Transactional”----this should go to ‘board-r'.

If the CUSTOM FIELD (report category) says “Statements” -----this should go to ‘board-s'.

ORDER BY Rank ASC

How should I write My New FILTER at the board level (using the above fields): ???????

John Funk · Accepted Answer

Hi @[deleted] - Board r filter would look like this:

Project = RSA and “custom field “ = “Transactional” ORDER BY Rank ASC

Board s:

Project = RSA and “custom field “ = “Statements” ORDER BY Rank ASC

Nic Brough -Adaptavist- · Accepted Answer

There is no "board level" in terms of filters.  A board is a view of a set of issues selected by a filter.  So the closest you can get to a "board level filter" is "the filter that the board is using"

To split your project issues into two groups like this, and then have each group on a different board, edit the board filter for each board.  In this case, I would set up

* Reporting board filter:  Project = WFRS and "report category" = Transactional
* Statement board filter:  Project = WFRS and "report category" = Statements

I'd be tempted by a third approach though - a board that is "Project = WFRS", but has two quick-filters, one for " "report category = Transactional " and a second for " "report category = Statements".  One single board and you'll be able to toggle each type on and off.