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 reselect the filters every time you open the Grid View (List View). For more information, see Managing Views.

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.

To filter records by keyword

  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.

To filter records using advanced search

  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.

    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.

    OperatorSelect 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.

    • 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.
    For example, 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.

To filter records by column

  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.