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Advantage Platform Administration

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Filter Records in the Grid View

You can filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. You can then save your filtered view of a record and set it as the default view, so there is no need to re-select the filters every time you open the Grid View (List View). For more information, see Custom Views.

Note:

After applying a column filter, if the user tries to apply a keyword or advanced search, the column filter criteria will not be retained, and the result will be displayed based on the keyword or advanced search.

Filtering Records by Keyword

Filtering records by keyword is an important functionality where large datasets are displayed in a grid view. This task allows users to quickly narrow down the displayed information to find specific entries, enhancing data accessibility and efficiency.

  1. Place your cursor in the search bar (at the top of the grid) and enter a keyword search term.
  2. Click the Search icon or press Enter to filter the records by keyword.

The grid refreshes to show the filtered list—columns that have the keyword filter applied to them. You can use the Clear icon in the search field to remove the entire entered keyword at once.

Filtering Records using Advanced Search

Filtering records using advanced search allows users to refine their data view by applying specific criteria. This process involves selecting fields, operators, and values to create a tailored filter expression. By utilizing advanced search, users can efficiently manage and analyze large datasets, ensuring that only relevant information is displayed.

  1. Click the Advanced Search () icon to open the filter dialog. The Advanced Filter pop-up appears.
  2. To specify the filter criteria, enter or select values for the following:

    Options

    Description

    Field

    Select a field to be used in the filter criteria.

    Note:

    The application initially pulls the list of fields from the search settings, and if no fields are enabled for search for the object, it displays queryable fields from the database.

    Operator

    Select the logical operator from the drop-down. The operator defines the relationship between the field and its value. The list of available operators varies depending on the data type of the chosen field.

    Value

    Enter the value of the field. The type of value field depends on the field selected.

    Note:
    • For the Owner field, you can select an individual user or a user group.
    • The value field functions as a text field when using the Contains operator with the Picklist and Lookup fields.
  3. To add another filter criteria, click Add Criteria and repeat step 2.

    By default, two or more rows share an AND (Boolean operator) relationship.

  4. Specify your logic in the Filter Expression field. The supported filter logic operators are AND and OR. You can use parentheses for setting the precedence. In the absence of custom logic, the default relationship between the rows is the Boolean operator AND.

    If you have five rows you can create a filter logic like (((1 AND 3) OR (2 AND 4)) AND 5).

  5. Click the Delete () to remove one expression at a time.
  6. Click the Remove All to to delete all expressions at once.
  7. Click Apply to filter the list of records based on the criteria you defined.

If you have already used a column filter, the application will show a warning message on the filter popup. Applying an advanced search will remove the column filter. You can see the total number of applied filters next to the Advanced Search icon.

Filtering Records by Column

Filtering records by column is an important feature for users who need to manage and analyze large datasets efficiently. By applying column-specific filters, users can quickly narrow down the data to focus on relevant information, making it easier to identify patterns, trends, and insights. This task provides step-by-step instructions on how to use the filtering functionality in the grid view, ensuring that users can customize their data view according to their specific needs.

  1. Click or mouse hover on a column name and click the Filter by () icon to display the drop-down controls.
  2. Select an operator from the Select an option drop-down.
  3. Enter or select the value to filter the records by the specified column value.
  4. Click the Apply () button.If you have already used an advanced search filter, the application will show a warning message on the column filter popup. Applying a column filter will remove any applied advanced search filters and the column level filter will be added to the advanced search. A red dot will appear next to the filter icon for any applied column filter.
Administrator Guide
Conga Advantage Platform Administration

April 1, 2026