I am playing around with the new subitem filter functionality, and have read the documentation, which has been updated with the subitem filtering:
I cannot work out how to set up what I thought is a pretty obvious use case: to hide all items (either parent or subitem) with Status = Done.
I have tried the following filters:
Subitem Status is not Done
This hides all parent items that have zero subitems.
Status is not Done AND Subitem Status is not Done
This hides all parent items that have zero subitems.
If the item Status = Done, it is hidden even if it has subitems with Status not Done.
Status is not Done OR Subitem Status is not Done
If the parent item has Status not Done, this shows subitems with Status = Done.
Hi, this has been driving me nuts since I joined Monday.com. I found a partial solution for my purposes. It’s not perfect and would love input from others.
Basically, I added a status column called “Has Subitems” with a default value of “No” and another option of “Yes” and then I created a multi group filter:
Then I created an automation to change “Has Subitems” to “Yes” when a subitem is added.
The only issue I have is that when all subitems are “Complete” the main-level item disappears too. So I added a filter that changes “Has Subitems” to “No” when all subitems are “complete.”
This then makes that top-level item reappear, but all subitems appear again as well.
The other issue is that I have other status options for subitems besides complete, like “on hold” or “cancelled”, which this automation does not take into account because the “when all subitems have a status of” automation does not give the option of “all done statuses”
But this is better than nothing for now. Would love ideas/input from others.
I have something similar, which does not require the use of automations. It does, however, require adding a mirror column in the top-level items to mirror the subitem statuses (called “Subitems Status” in my example).
There are three parts of the query separated by “Or”.
The first part shows incomplete parent items, where there are one or more subitems that are all Done.
The second part shows incomplete parent items with no subitems.
The third part shows all incomplete subitems, which shows the parent item regardless of the parent status.
It still has the problem where if all subitems are Done, but the parent is not Done, then all the subitems are shown. I have not worked out how to hide the subitems in this case.
Agreed, Val. I’m having the same issue when it comes to the “Workload” widget. Not being able to filter out “done” items as well as subitems makes it difficult to see what my team needs to work on because it’s cluttered with done subitems. It seems like such a basic filter that is relevant to every single board and dashboard.
@monday-team please let us know where this is in the Roadmap. I need to provide a workaround or explanation to my team as to why I can’t simply show them just the pending items in the queue.
