You can create a filter to restrict what records appear in a list by providing a set
of conditions. When you run the filter, only records that meet the specified conditions are
listed.
Before you begin
Role required: none
Procedure
-
Open the condition builder by clicking the show/hide filter icon (
).
If the icon is disabled and the breadcrumb has a related list condition in it, you must remove the related list condition to open the filter. The condition was created when the List v3 was enabled for this list. List v2
does not support related list conditions. For more information about related list conditions, see
Add related list conditions.
-
Select a field from the list.
The field type determines the available operators
and values. For example, the
Active field can have a
value of
true,
false, or
empty, while a text field can have many different
values. Similarly, the
greater than operator does not
apply to the
Active field, but it does apply to the
Priority field. For more information, see
Condition builder.
-
Select an operator from the list.
-
Select or enter a value, if appropriate.
-
Add or remove conditions to construct the desired filter by completing one or
more of the following steps.
| Option | Description |
|---|
| To add a top-level condition |
Click AND or OR on
the condition builder toolbar, above the conditions. |
| To add a dependent condition |
Click AND or OR
beside the condition. |
| To remove a condition |
Click x beside the condition. |
Note: To find all records that do not
contain the specified value, create a filter with two conditions:
[field] [is not] [value] or [field]
[is] [empty].
-
To specify the sort order of the results, click Add Sort
and then select a field to sort by and a sort order.
- Optional:
Click Save to keep the filter for future use.
-
Click Run to apply the filter.