HowTo:Filter a View to Restrict the Records it Displays

For:   Users Level: Intermediate Time: 5 minutes See more:     ◾ HowTo Guides

Filtering the view lets you select records that have values in specific fields. It also lets you specify a combination of conditions, so for example you see only those records with value "A" in the first field, and value "X" in the second.

Filter Records Alphabetically

When you sort a list view on an alphabetic field, an alphabetic filter appears at the top of the window:

Clicking a letter in that filter restricts the view to records with field values starting with that letter.

Make a Temporary Filter

When you click the double down arrow next to the Search Bar:

The filter area appears:

(The double down arrow changes to a double up arrow.)

You can then:

• Set up selection criteria by specifying a field, a comparison operator, and a value to compare to.
• Click [+ Add More] to add additional criteria.
• Click the X icon to delete criteria.
• Click Customize this Filter to access all of the filtering and coloring options that are available in the View Settings when editing a View.
• Click [Apply Filter] to select the records that appear in the view.

Permanently Change the View

1. Click the Wrench Icon next to the View Indicator:

   

2. Choose an option:
   • Edit this View - To make a permanent change to the current view.
   • New View - To create an entirely new view, leaving this one unchanged.

Learn more: Managing Views