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Beethoven's avatar
Beethoven
Copper Contributor
Nov 07, 2024

How to create a SharePoint List View Filter with no Parenthesis?

When you edit a SP List View, Filter section, the first option is "Show items only when the following is true:". After that you can keep adding columns, with operators and values for the conditionals. My problem is there are no () to show what needs to be kept together for the "And" & "Or"s. 

I have a Status field which can contain the options of: Blocked, In progress, Completed, Won't fix, New, In review, Next publish, Reviewed, Duplicate, By design

I have 2 people fields that I am concerned about: Assigned to, Reviewer

I have 1 person that can be two different names (some data has Jack, some has Kevin, but it is the same person).

What I want is:

(Status Begins with "In progress" OR Status Begins with "New" OR Status Begins with "In review" OR Status Begins with "Next publish" OR Status Begins with "Reviewed") 

AND

(

     (Assigned to Begins with "Kevin" OR Assigned to Begins with "Jack")

     OR

     (Reviewer Begins with "Kevin" OR Reviewer Begins with "Jack")
)

 

So, in essence I need all open items (Status items "In progress", "New", "In review", "Next publish", "Reviewed") AND where ((Assigned to is Kevin or Jack) OR (Reviewer is Kevin OR Jack))

As soon as I add an "OR" after the "AND" it messes the results up. Is there any way to do this in SP View Filter?

  • Figured out a solution. I added a calculated column to the SP list called "Open". For the column formula I put: 

    =IF(OR(Status="In progress", Status="In review", Status="New", Status="Next publish", Status="Reviewed"), TRUE, FALSE)

    Made the column a YES/NO and then in the view filter simply put my ORs first for "Assigned to" & "Reviewer" followed by AND Open=YES

  • Beethoven's avatar
    Beethoven
    Copper Contributor

    Figured out a solution. I added a calculated column to the SP list called "Open". For the column formula I put: 

    =IF(OR(Status="In progress", Status="In review", Status="New", Status="Next publish", Status="Reviewed"), TRUE, FALSE)

    Made the column a YES/NO and then in the view filter simply put my ORs first for "Assigned to" & "Reviewer" followed by AND Open=YES

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