End-User Capabilities: Filtering

• Apr 01, 2018
• 2 minutes to read

Create a Simple Filter Condition

To select records that contain a specific value in a specific column/card field, do the following.

1. Invoke the filter dropdown list containing available filter values. See below on how to do this.

2. Select the required filter value in the filter dropdown list.

You can sequentially filter data against multiple columns using the method described above.

Create Complex Filter Criteria

To construct filter criteria involving multiple columns/card fields, and using various comparison operators, do one of the following.

• Invoke the filter dropdown list (see below) and click Custom. This will invoke the Custom Filter Dialog, allowing you to compare a column with one or two values:

• Use the Filter Builder that allows complex filter criteria to be constructed. See End-User Capabilities: Filter Editor to learn more.

Clear the Filter

To clear the filter applied to a specific column, do one of the following.

• Invoke the filter dropdown list (see below) and click (All).
• In Grid Views, right-click the column header and select Clear Filter.

To clear the total filter criteria, click the Close Filter button within the Filter Panel.

Disable/Enable the Filter

Click the Enable Filter button within the Filter Panel.

Invoke the Filter Dropdown List

• In Grid Views, hover over the column header. Click the filter button ( ) within the column header that appears.

• In Card Views, click the Customize button and then click the Filter button corresponding to the target column.

• In Layout Views, hover over the target card field within any card. Click the filter button ( ) that appears.

See Also

Filter and Search

End-User Capabilities: Filter Editor