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Filter records by creating groups and rules.

Filters

Configure filters in the tab’s Filters section.
1

Open Filters

Open the filter settings using one of the following methods.
  • From the tab menu, click Edit and select Filters
  • From the data grid menu, click Filters
  • From a column menu, click Filter
2

Add a Group

Add a group to organize multiple filter rules.
  • Click the group’s Add Group icon button
  • Select AND or OR from the logic selector
3

Add a Rule

Add a rule to define a filter condition.
  • Click the group’s Add Rule icon button
  • Or select a field from Fields; use the Fields toggle to show the panel if it is hidden
4

Set Rule Details

Select the field, operator, and value.The available operators and value input depend on the selected field’s data type.
5

Reorder Filters

Adjust the structure of groups and rules.
  • Drag the Drag icon button to move items
  • Move up, down, left, or right to change hierarchy
  • Items can only be dropped in valid positions
6

Delete Filters

Remove unnecessary groups or rules.
  • Click the Delete icon button
  • Deleting a group keeps its children and moves them up one level
7

Save

Apply the filter to the data grid.
  • Click Save to apply changes

Filter Rules