View-based widgets — Grid, Kanban, Card, Calendar, Timeline, and Gantt — can carry their own filters, configured directly in the widget's settings. This lets you narrow what a single widget shows without changing the underlying saved view or adding a separate Filter Widget to the dashboard.
Plan Availability | All plan types |
Permissions | General Access: Can use and configure dashboard widgets. |
Related Reading | Dashboards: Filter Widget · Dashboards: Grid View Widget · Managing Widgets |
Overview
Filters configured on a view-based widget appear above the widget's toolbar, and come in two types — the same two types used by the Filter Widget:
Dynamic — interactive controls the viewer uses to filter the widget themselves.
Static — named, pre-built sets of conditions you define; the viewer selects one.
Because these are set on the widget, they travel with the widget rather than affecting the saved view it's built from.
The Three Filter Layers
A view-based widget can be filtered from three places at once. Understanding how they stack is the key to predictable results:
Layer | Where it's set | Who controls it |
View filter | On the saved view the widget displays | Whoever configures the view |
Widget filter | In the widget's own settings | The dashboard builder |
Filter Widget | A separate Filter Widget connected to this widget | The dashboard builder; viewers interact with it |
All three combine with AND. A record must satisfy every active layer to appear in the widget. Layers narrow results — they never widen them, so adding a filter can only ever show the same records or fewer.
Tip: if a widget looks emptier than expected, check all three layers before assuming the data is wrong.
Adding Filters to a View-Based Widget
On your dashboard, open the widget's settings.
Open the Filters section.
Choose the filter type for this widget — Dynamic or Static:
Dynamic — select the fields viewers can filter by.
Static — create one or more named condition sets.
Save the widget.
The filters render above the widget's toolbar on the dashboard.
Dynamic Filters
Dynamic filters give the viewer controls to narrow the widget themselves — useful when different people need different slices of the same widget.
Each field you add becomes its own control, and viewers can combine them. Dynamic filters are configured the same way as in the Filter Widget, including the supported field types and the per-field settings for selections, default value, default condition, and sort order — see Dashboards: Filter Widget for the full detail.
Static Filters
Static filters are named, pre-configured sets of conditions. The viewer picks one and the widget re-filters to match, so they get a curated slice without building a filter themselves.
Each Static filter is built with the standard Filter control, so it supports multiple conditions and groups of conditions across any field type that control supports.
Widget Filters vs. the Filter Widget
Both exist, and they solve different problems:
Use a widget filter when… | Use a Filter Widget when… |
Only one widget needs narrowing | Several widgets should filter together |
You want the filter attached to the widget itself | You want one control driving multiple widgets |
You don't want to consume dashboard space | You want a dedicated, prominent filter control |
They can be used together — the results combine with AND.
Practical Scenarios and Use Cases
1. Two Views of One Table, Side by Side
Scenario: A dashboard should show open tasks and completed tasks from the same table. Solution: Add two Grid View widgets from the same view and give each a Static widget filter — one for open, one for completed. No extra saved views needed.
2. Let Viewers Slice One Widget
Scenario: Leadership wants to filter the pipeline widget by region without affecting the rest of the dashboard. Solution: Add a Dynamic widget filter on Region to that widget only.
3. Scoping a Shared View
Scenario: A widget is built from a broad saved view, but this dashboard should only show one department. Solution: Add a Static widget filter for that department — the saved view stays untouched for everyone else.