This article lists the default filters available on the Dashboard and the conditions supported by each data type

Use Case

A user is mid-search on the Dashboard and needs to check what a specific filter searches by, or which conditions are available for a data type such as dates or strings.

Prerequisites

Features	Dashboard
Permissions	Any Ironclad user with Dashboard access

Dashboard Filter Reference

For an explanation of how filters, conditions, and values relate to each other, see Understanding Dashboard Filters.

Glossary

Term	Definition
Filter	The system or contract property being filtered on, such as Record Type or Stage.
Condition	The operator applied to the filter, such as is, is between, or contains.
Value(s)	The specific data the condition is evaluated against. A filter can hold multiple values at once, evaluated as an OR across those values.
Connector	The AND/OR relationship between chained filter statements: A flat list uses one connector for the entire list. A filter group has its own independent connector.
Filter Group	A nested set of statements with its own connector, independent of the outer list it's nested in. Requires Advanced mode.

Default Filters

There are five default filters on your Dashboard:

Search Filter	Description
Counterparty	Filters workflows or records by the counterparty associated with the contract.
Stage	Filters workflows or records by their current stage, such as Create, Review, Sign, Archive, Completed, Canceled, or Paused.
Record Type	Filters records by their contract or record category, such as Master Services Agreement or Non-Disclosure Agreement.
People	Filters workflows or records by the users associated with them.
Date	Filters workflows or records by an available date field.

View Screenshot: Default Dashboard Search Filters

All Filters Catalog

The five default filters are shortcuts to commonly used fields. Clicking All filters opens the full catalog, where fields are organized into the following categories:

Dates
Monetary & Numeric
Boolean
Properties
Other
Contract Status

Fields within each category may vary by org configuration. An Additional Properties option below Contract Status expands to show further org-specific custom properties.

Filter Conditions

Conditions are dynamic to the data type of the filter:

Condition Type	Description
Strings	Is: Exact match for the value. Contains: Matches the text anywhere it appears in the value.
Numerical Values	Is between: Allows you to set a range. Other options: `>`, `≥`, `<`, `≤`, `=`
Tuples	Tuples do not have conditions. You select a value directly, without a condition.
Dates	Fixed comparisons: is is not is between is after is on or after is before is on or before is empty is not empty. Also supports relative ranges, see Relative Date Conditions below.

After you select a condition, you can select the value(s). Begin typing and the autocomplete helps you find a list of matching values, along with the number of contracts that each option maps to.

Relative Date Conditions

In addition to fixed comparisons, Date filters support relative (rolling) ranges:

Trailing windows (e.g., Last 30 Days, Within 90 Days, 180 days or more): A count of days relative to today, either looking back, within a range, or beyond a threshold.
Calendar period to date (e.g., Month To Date, Year To Date): From the start of the current period through today.
Named periods (e.g., This Quarter, Last Year, Next Quarter): A calendar period relative to the current one.

Add Filter Dropdown Options

Clicking Add filter opens a dropdown with the following options:

Option	Result	Availability
Add filter	Adds another filter statement, connected to the one above it by the list's current connector.	Basic and Advanced mode
Add filter group	Nests a group of conditions together, with its own independent connector.	Advanced mode only

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