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Filtering Data

Filters help you focus on specific records by showing only those that match your criteria.

Adding a Filter

  1. Click the Filter button in the toolbar
  2. Select the field to filter by
  3. Choose the operator (equals, contains, etc.)
  4. Enter the filter value
  5. Click Apply

Filter Operators

Field TypeAvailable Operators
TextEquals, Contains, Starts with, Ends with, Is empty
NumberEquals, Greater than, Less than, Between, Is empty
DateEquals, Before, After, Between, Is empty
SelectEquals, Is any of, Is empty
CheckboxIs true, Is false
RelationEquals, Is empty

Multiple Filters

Combine multiple filters to narrow down results:
  • All filters are applied with AND logic
  • Each additional filter further restricts results

Removing Filters

  • Click the X on individual filter chips
  • Click Clear all to remove all filters

Sorting Data

Sorting determines the order records appear.

Adding a Sort

  1. Click the Sort button in the toolbar
  2. Select the field to sort by
  3. Choose ascending (A-Z, 0-9) or descending (Z-A, 9-0)
  4. Click Apply

Multiple Sorts

Add multiple sort levels:
  • First sort is primary
  • Subsequent sorts apply within groups of equal values

Quick Column Sorting

Click any column header to sort:
  • First click: Ascending
  • Second click: Descending
  • Third click: Remove sort

Saving Filter and Sort Settings

Filters and sorts are saved with the view:
  1. Configure your filters and sorts
  2. Click Save to update the current view
  3. Or click Save as new view to create a variant