---
title: "General Filters"
slug: "general-filters"
updated: 2025-04-15T20:13:16Z
published: 2025-04-15T20:13:16Z
canonical: "docs.team-tracks.com/general-filters"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.team-tracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# General Filters

### Introduction

**General Filters** are filters that are created specifically using **General Fields**. When you have set up **General Fields** to unify data from multiple tracks, you can use **General Filters** to narrow down the information shown in your **General Lists**. These filters apply only to General Fields and help you tailor the data view to meet unique reporting, tracking, or analysis needs.

### Create a General Filter

To create a General Filters:

- Navigate to General Fields:
  - Go to the **Admin Interface**.
  - Open **General Configuration** → **General Filters**.
  - Click **Create New**.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(282).png)

- **Provide Filter Details:**
  - **Name**: Enter a **unique name** for the filter.
  - **Description**: Add a brief description to explain the purpose of the filter.
- **Add Filter Rules (Clauses):**
  - Click **“Add New Clause”** to begin.
  - A new section will appear where you can:
    - **Select a General Field** you want to apply the filter on.
    - **Choose a** [**Condition Operator**](/v1/docs/general-filters#conditional-operators) (based on the field type).

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(283).png)

- **Set the Value Type:** Once you've selected the field and condition, choose how to apply the value:
  - **Literal**: Manually enter a fixed value.
  - **Field**: Compare the selected field against another field's value.
  - **Lookup by Logged-in User**: Special option used to filter data relevant to the current user. **Example**: To show only records assigned to the logged-in user, use this type.
- **Add Multiple Rules:**
  - Use **“Add New Clause”** or `+` the **icon** next to a rule to insert more conditions.
- **Use AND/OR Logic and Grouping:**
  - Combine rules with **AND** / **OR** operators to define logical flow.
  - To group rules:
    - Check the boxes beside the rules you want to group.
    - Click **“Parenthesis”** at the top to apply grouping.
  - To remove a group, click on the applied parenthesis to remove it.
- **Manage Rules:**
  - Use the `X` **icon** next to any rule to delete it from the filter expression.

**History Tab**

All configuration changes are recorded in the **History tab** with detailed logs and timestamps for tracking.

### Conditional Operators

| Operators | Text | Date/ DateTime | Int/ Float | Choice/ Label | Multichoice | Formula/ Calculation | Relationship | Signoff | Image/ File |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Equals | ✔️ | ✔️ | ✔️ | ✔️ |  | ✔️ |  |  | ✔️ |
| Not Equals | ✔️ | ✔️ | ✔️ | ✔️ |  | ✔️ |  |  | ✔️ |
| In | ✔️ |  |  | ✔️ |  |  |  |  |  |
| Not In | ✔️ |  |  | ✔️ |  |  |  |  |  |
| Contains Text | ✔️ |  |  |  |  |  |  |  |  |
| Not Contains Text | ✔️ |  |  |  |  |  |  |  |  |
| Greater Than |  | ✔️ | ✔️ |  |  | ✔️ |  |  |  |
| Less Than |  | ✔️ | ✔️ |  |  | ✔️ |  |  |  |
| Between |  | ✔️ |  |  |  |  |  |  |  |
| Less than or equals |  | ✔️ | ✔️ |  |  | ✔️ |  |  |  |
| Greater than or equals |  | ✔️ | ✔️ |  |  | ✔️ |  |  |  |
| Contains Option |  |  |  |  | ✔️ |  |  |  |  |
| Not Contains Option |  |  |  |  | ✔️ |  |  |  |  |
| Count Equals |  |  |  |  | ✔️ |  | ✔️ |  |  |
| Count Not Equals |  |  |  |  | ✔️ |  | ✔️ |  |  |
| Count Less Than |  |  |  |  | ✔️ |  | ✔️ |  |  |
| Count Greater Than |  |  |  |  | ✔️ |  | ✔️ |  |  |
| Contains Reviewer |  |  |  |  |  |  |  | ✔️ |  |
| Contains Object |  |  |  |  |  |  | ✔️ |  |  |
| Not Contains Object |  |  |  |  |  |  | ✔️ |  |  |