Filtering by Custom Column Values- AND/OR logic

It would be immensely helpful in creating new Dashboard widgets to be able to make a widget including two values of a column. So if Column Division has values of CAC, CLE, CTR, PEN, and FCT, I want a widget for one person to be able to track CLE and CTR, while another person wants to track CAC and FCT. Right now, those each have to be a separate widget

So if Column Division has values of CAC, CLE, CTR, PEN, and FCT, I want a widget for one person to be able to track CLE and CTR, while another person wants to track CAC and FCT. Right now, those each have to be a separate widget (one for CLE, one for CTR, etc), cluttering up Dashboards of not-so-power users who just want to see their stuff.

There's not enough in common with the field values to use Starts with, Ends with, or Contains, and commas or ands don't join two search terms. It needs to be a little more complex.

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Hi Sarah, thanks for posting this on the Community! Our Product Team is currently discussing possible ways to improve the Dashboard functionality, and your feedback is definitely helpful.

While at the moment it’s not possible to create a Dashboard widget that would include tasks with 2 different values of the Custom Field, it’s possible to achieve that using Reports. Please note that it will work only for dropdown-type Custom Fields.

Here’s how you can do it:

  1. Click “Reports” at the top of the Workspace and select “New Report From Scratch”.
  2. Choose “Tasks” on the first step of the Report Builder.
  3. Select Folders and Projects you would like to include data from.
  4. The third step allows you to apply filters. Click “Add more filters” if you don’t see the Custom Field you want to use for filtering tasks and select the necessary values of the Custom Field (in your example you’d choose “CAC” and “FCT”).
  5. Choose the “Table” layout and click “Save and View”.

The Report will show you tasks with values “CAC” or “FCT”:

Do you think it could work for you? Let me know if you have any questions about it, I’m always happy to help!

Anna G Community Team at Wrike Learn about Wrike’s killer features and best practices with our Online Training Webinars

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Hey!  I'd like to second the request for Boolean Operators when creating a dashboard.  I thought it would be simply to have a widget of tasks assigned to both UserA and UserB, But, instead I get all tasks assigned to UserA and all tasks assigned to UserB.

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I'd love to have options for and/or logic in the forms, similar to matching all or matching any criteria.

 

I have forms that I would like to view custom fields (dates) by last week, this week, etc. But I want it to bring back results that match any criteria.

(i.e. if Job A has delivery date 1 as this week, but Job B has delivery 2 date this week, and Job C has delivery 3 date this week)

 

I was to see all those delivery dates in one view regardless of when the other delivery dates are. If any hits this week I want to see it in one report.

 

+1!!

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Filters on lists and grids don't allow operators either.  These would also be nice to have.

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Definite votes for AND/OR logic to be added to filters on reports.

 

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@Prentiss I just want to clarify quickly to make sure I understand. Would you like to see and/or functionality when filtering for Custom Fields in the List and Table Views?

Stephanie Westbrook Community Team at Wrike Learn about Wrike’s killer features and best practices with our Online Training Webinars

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Yes!  And not to pile on, but it would also be nice if the List and Table Views used the Date drop down for filtering rather than the string drop down.  In list and table views, when filtering on custom date fields you can't choose a range of dates.

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Stephen

Hi Prentiss, thanks for the clarifying Stephanie's question. For your other suggestion about date ranges for Custom Fields, I really like this idea and would recommend posting as a stand alone Feedback post with more detail so members can upvote and discuss the idea. 
 
Also, you're never piling on! This is the right place to share your feedback and we really appreciate it 🙂
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+1 on the OR/AND logic in dashboard AND in the search bar please. (if you have to do one before the other, dashboard definitely first!)

We are (about to be) using the professional version of Wrike and therefore have no access to reports so this is a really mandatory feature for us that will actually decide whether we are going all-in with Wrike or not. At least knowing that it's being developed would be good.

Regards,

Romain

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We really need the AND/OR Logics built in for Dashboards, Reports, and Calendar features.  It is real discouraging missing feature with new team in Wrike (+250 users).  Is there a timeline for adding this feature?

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Our dashboard are becoming quite cluttered with increasing usage of custom attributes. We are forced to make many seperate dashboards, with AND/OR filtering conditions we could combine them.

This filtering overhaul should of course be across the board, for example the Edit functionality in Dashboards does not cover all functionality, also advanced filters like "notin" should be available like any other filter not hidden inside search field.

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We really need the and/or logic built in the Dashboard widget "Add more filters" - to best utilize the custom "Fields" we have in place. 

My team members need to build their own dashboards including custom fields to best see their workloads. 

thanks!

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It´s really importante to have this feature, is in the pipeline??

 

Thks

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+1 Vote for an AND/OR option to be added in Dashboard widgets! Would be great for our users to be able to track projects they have either been assigned to or submitted for execution in 1 "My Projects" Widget on their dashboard, rather than having to have 2 separate widgets for projects they've been assigned to & another for ones they've authored.

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Would like to make a report that allows me to search on custom "build number" where I can use a comma delimiter to query multiple build numbers in one report.

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Hey @All, thank you for adding your comments and upvoting the suggestion, it really helps our Product team assessing popularity and possibility of the feature. I don't have an update to share, but I'll get back to you if/when I have news. 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Really need this feature. 'OR' function!

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Yes! Boolean logic for filters in all views would be SUPER helpful!

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HI Lisa,

Any updates on this?

Thanks

Diana

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In addition to AND/OR also NOT of course needs to be amongst the operators in order to make filtering, reports etc flexible enough.😅

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Hugh

Hey everyone, apologies for the delay in response here. 

The Product team is interested in implementing this suggestion into Wrike, but it is currently not on the short-term roadmap. Once I have further information about this, I'll be sure to let you know here 👍

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Need this feature. Boolean logic is there on most apps for filters. Basic requirement 

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I agree this is a super important feature that is missing!

It is really unfortunate that this is not getting a higher priority...

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Hugh

Hey everyone, thank you for your feedback here! It's been passed on to the Product team.

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+1 that this would be a very helpful feature.  Incomplete filtering options clutters and limits the usefulness of the dashboards.  

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Hugh

Welcome to the Community, Darrin Laudenbach!

Thank you for sharing your input here. If you need anything else, be sure to let me know.

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+1 for AND/OR logic feature. Super important for condensing dashboards! Do we have this feature underway?

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Hi Gabe Schur, thank you for reaching out! I don't have any updates from the team regarding this suggestion; this isn't on their short-term roadmap at the moment. As soon as I have any news, I'll make sure to let you know here. 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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