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Filtering allows you to create complex queries to find exactly the records you need. You can build complex filter conditions using an intuitive interface that supports multiple operators and condition groups.

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Basic Filtering

  • Click the filter icon to open the filter panel
  • Select a field to filter on from the dropdown (e.g., Status, Created on, Customer)
  • Choose an operator (e.g., is, is not, is in, is empty)
  • Enter the filter value
  • Click Apply to filter the records

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Operators

Available operators depend on the field type:
  • Text fields:
    • is
    • is not
    • is in
    • is not in
    • is empty
    • is not empty
  • Date/Number fields:
    • equals
    • greater than
    • less than
    • between
    • is empty
    • is not empty

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Condition Groups

You can create complex filters using condition groups:
  1. Click ”+ CONDITION GROUP” to create a new group
  2. Choose the group type:
    • AND: All conditions must be true
    • OR: Any condition must be true
  3. Add conditions within the group
  4. Add multiple groups to create advanced filters

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Best Practices

  • Use condition groups to organize related filters
  • Start with broad filters and add refinements as needed
  • Clear all filters using the “CLEAR ALL” button when starting a new search
  • Save commonly used filters for quick access
  • Use “is not” operators to exclude unwanted records
  • Combine multiple conditions to narrow down results precisely

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Examples

Common filtering scenarios:
  • Show all open items: 
    Status | is not | Closed
  • Show items assigned to current user and not completed: 
    AND Group:
  - Assigned To | is | Current User
  - Status | is not | Completed
  • Show high priority items or overdue items: 
    OR Group:
  - Priority | is | High
  - Due Date | less than | Today