Quick Filter

The Quick Filter feature allows users to precisely search and filter data within specific columns of a Records list, enhancing efficiency and enabling targeted information retrieval. This feature is currently available only in new UI.

How to use the Quick Filter feature?

1. Log in to AgileApps.

2. From the left navigation pane, select any Object.

3. Click the ⋮ icon in any column of the record list to access Quick Filter options.

4. To search in that specific column, enter the desired search text. For example, if the column is "Account name", enter the relevant data for that field in any record.

5. Check the Check blank checkbox to view blank fields in the filtered column.

6. To clear filter options chosen, click Clear all.

7. To view column information in ascending order, click Ascending sort.

8. To view column information in descending order, click Descending sort.

9. Click the Apply button.

10. The (dot icon picture) is displayed next to the Quick Filter icon in columns once data has been filtered.

11. To save the filtered search, click on the (Funnel icon image).

12. Provide Filter name and Determine visibility.

Note: Filter names can only have alphabets and numbers. Multiple column filters can also be saved.

13. After entering the Filter Name, click the Save button.

How to edit a saved filter?

1. Click the saved filter you wish to update from the Accounts view(s) section.

2. Click the (edit icon image) to edit. After editing, click the Save button.

How to delete a saved filter?

1. Click the saved filter you wish to delete from the Accounts view(s) section.

2. Click the (delete icon image) to delete. After deleting, click the Save button.

Limitations of Quick Filter

• Partial or incomplete text search on multiple columns is not supported.
• Special character search is not supported.
• Search on multiple columns while checking for blank space is not supported.
• Complete accessibility support is not available.