Filter, Search, and Manage Views
This topic explains how you can find, organize, and customize record lists using views, search, filters, and column controls. It help you focus on the records that matter most and tailor the list to your working style.
Create and Manage Views
Views let you save a customized list configuration for quick access later. A view can include selected filters, sorting preferences, and visible columns. Use the View Management dropdown (before the search bar) and click +Create New View to create multiple views to switch easily between different contexts.
- Private: Select this to restrict the search view to yourself only. It remains private and accessible only to you.
- Public: Select this to permit others to access and use your search view. Your search view will be made public, allowing others within the organization to view and use the same search criteria.
Specific Groups: Select this to share the search view only with selected user groups. The view is visible and accessible to members of the chosen groups, while remaining hidden from all other users. This option is useful when you want to share a view with a specific team or role without making it available organization-wide.
Search for Records
Use the Search bar at the top of the page to find records by keywords. Enter a term, and the system displays records that match your search criteria. Search works together with views and filters, so you can narrow results further if needed.
Apply Filters
Filters help you narrow the list based on specific criteria. You can apply filters by clicking the Filter () icon on the list page.
When you apply a filter, it appears above the list so you can clearly see which conditions are active. You can add more filters by clicking the + Filter link and selecting additional criteria. To remove a filter, click the filter chip and select the Delete () icon at the bottom of the filter popup.
Filters remain active while you work in the list page and can be combined with search and views for more precise results.
Add Advanced Filters
Advanced filters allow you to build more complex filtering logic. From the + Filter popup, click +Add an Advanced Filter to add multiple conditions across different fields and define relationships between them. You can also group conditions together, making it possible to apply logic such as combining multiple field conditions within a group. This is useful when you need more control over how records are included or excluded from the list.
Manage Visible Columns
Use the Manage Visible Columns () icon to customize which columns appear in the list page to focus on the most relevant information. Managing visible columns helps reduce clutter and improves readability, especially when you work with large record lists. Column visibility settings apply to the current view and can be adjusted at any time.
Column-Level Actions and Filters
Each column header includes an ellipsis () menu that provides column-level actions. These actions allow you to control how data is displayed and sorted directly from the column header.
From the ellipsis menu, you can:
- Sort records in ascending or descending order based on the selected column
- Move the column to the left or right
- Freeze the column to the left or right so it stays visible while scrolling
- Automatically adjust the column width to fit its content
- Hide the column from the current view
- Apply a filter specific to that column
Column-level filters work the same way as standard filters. When applied, they appear above the list and can be removed individually using the delete option in the filter popup.
Filter Visibility and Management
All active filters are displayed above the list, making it easy for you to understand how the list is currently filtered. You can add additional filters using the + Filter link or remove existing filters directly from the filter display. This ensures transparency and flexibility when refining lists.