idea-catalog

Use the Idea Catalog filter builder

Build filters that narrow the catalog by fields, operators, and values.

The filter builder lets you narrow the Idea Catalog to the Ideas that match specific conditions.

Use it when the catalog gets too large to scan manually, or when you want a repeatable working view like Assigned to me, Ready to film, Needs release date, or Sponsor content only.

The Idea Catalog toolbar with the Filter button highlighted.

How filters work

A filter condition has three parts:

PartExample
FieldStatus
OperatorIs in
ValueScripted, Ready to Film

That condition means: show Ideas where Status is one of Scripted or Ready to Film.

The filter builder with one condition row for field, operator, and value.

Create a filter

  1. Open Filter

    Select Filter in the Idea Catalog toolbar.

    The Filter menu open from the Idea Catalog toolbar.
  2. Add a condition

    Select Add Condition.

    The Add Condition button at the bottom of the filter builder.
  3. Choose the field

    Choose the base Idea field or custom field you want to filter by.

    Examples: Title, Status, Priority, Categories, Release Date, Filming Dates, Assigned To, or a custom field such as Sponsor.

    The filter field selector with base Idea fields and custom fields.
  4. Choose the operator

    Pick the comparison you want, such as Equals, Does not equal, Contains, Is in, Is empty, or a date comparison like Is before.

    The filter operator selector in the filter builder.
  5. Enter the value

    Fill in the value. The input changes based on the field type: text fields use text inputs, dates use date pickers, team member fields use a teammate picker, and select fields use option menus.

    The value input area in a filter condition row.
  6. Apply filters

    Select Apply Filters. The catalog refreshes with matching Ideas.

    The Apply Filters button in a filter builder with one condition.

Useful operators

OperatorUse it for
EqualsOne exact value, like Status equals Published
Does not equalExcluding one exact value
ContainsText search inside a title or text custom field
Does not containExcluding text matches
Is inMatching any value from a list
Is not inExcluding any value from a list
Is before / Is afterDate-based planning
Is emptyFinding missing fields
Is not emptyFinding Ideas where the field has been filled in

Practical filter examples

GoalFilter
Find Ideas ready for productionStatus is in Scripted, Ready to Film
Find high-priority IdeasPriority is in High, Critical
Find unscheduled IdeasRelease Date is empty
Find recently edited work by a teammateLast Updated By equals [teammate]
Find upcoming releasesRelease Date is on or after today
Find sponsor contentSponsor is not empty

Filter custom fields

Custom fields can appear in the filter builder too. The available operators depend on the custom field type.

Examples:

  • A Short Text custom field can use text operators like Contains.
  • A Number custom field can use comparisons like Is after or Is before.
  • A Single Select custom field can use Equals or Is in.
  • A Date & Time custom field can use date comparisons.
  • A Checkbox custom field can filter by true or false.
  • A Single Team Member custom field can filter to one teammate.
The filter field selector listing custom fields such as Owner and Sponsor.

Clear filters

Open Filter and select Clear All to remove every condition. If filters are already active, the button label and toolbar state will show that the catalog is filtered.

The Clear All action in a filter builder with active filters.

Common mistakes

Filtering by a field that is hidden

Hidden base Idea fields are not available as normal filter fields. Re-enable the field from Manage Fields if your workflow needs it.

Using text filters for repeatable choices

If the same values repeat often, use a select custom field instead of free text. Select fields are easier to filter cleanly.

Forgetting to save a filter-heavy workflow

If you build a filter you will use again, save it as a saved view so your team can return to it quickly.

Next step

Turn useful filters into reusable views with Save and manage Idea Catalog views.

Last updated 2026-06-15