Filtering Records

To filter Records displayed within your Table Screen, simply click the Filter button.

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This will drop down to display the Filter section. Enter the search parameters and click Apply.

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For number and date fields there are additional filter options including Equals, Before, After, Between and Relative.

Clicking the Close button hides the Filter fields, whilst the Filter is still applied.

You can remove the Filter at any time by clicking Clear.

Some Fields will have additional filter options available. For example, on number fields you can search for Records with values equal to, greater than, less than, or between your search parameters.

For Date Fields, you can also search on dates relative to today by selecting Relative against the filter Field. There are 6 pre-set options available:

  1. Next 7 Days

    Lists all Records where the date field contains with a date before 7 days from today, inclusive of today

  2. Next 30 Days

    Lists all Records where the date field contains with a date before 30 days from today, inclusive of today

  3. Last 7 Days

    Lists all Records where the date field contains a date within the last 7 days, inclusive of today

  4. Last 30 Days

    Lists all Records where the date field contains a date within the last 30 days, inclusive of today

  5. Current Week

    Lists all Records where the date field is within the current calendar week - starting from Monday

  6. Current Month

    Lists all Records where the date field is within the current calendar month - starting from 1st of each month

  7. Before Today

    Lists all Records where the date field is before the current date, exclusive of the current date

  8. Today

    Lists all Records where the date field equals the current date

  9. After Today

    Lists all Records where the date field is after the current date, exclusive of the current date

When filtering on text fields, entering just * in the filter field will return all records with any text in the field.

When filtering on user fields, you can select the ‘@me’ option as a quick shortcut to show all Records where it is your user in the selected field.

Project Admins can save Filters for you to use. This can be useful to group and segment your Records. For example, within your custom CRM, you may want to group sales leads by pipeline stage.

Saved Filters will show up in the left hand navigation bar under the relevant table.

Saved Filter