Filtering

Filtering

Open the Filters dialog from the data grid.

Open Filters

Open the Filters dialog from one of the following.

Add a group

Add a group to organize multiple filter rules.

Add a rule

Add a rule to define a filter condition.

Click the group’s Add Rule icon button
Or click the Fields toggle in the bottom-left, then select a field from the field picker

Set rule details

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

Reorder filters

Adjust the structure of groups and rules.

Delete filters

Remove unnecessary groups or rules.

Save

Apply the filter to the data grid.

Filter Rules

Field type	Operators	Value input type
ID	equals not equals to	Text
Boolean	equals not equals to	Boolean
Text Encrypted Text Text Area Long Text Area Rich Text Area Phone URL	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Text
Double Long Integer Currency Percent	equals not equals to less than greater than less or equal greater or equal	Number
Picklist	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Multi-select dropdown Text
Multi-Select Picklist	equals not equals to contains does not contain	Multi-select dropdown
Date	equals not equals to less than greater than less or equal greater or equal	Date picker Date Literals
Date/Time	equals not equals to less than greater than less or equal greater or equal	Date/Time picker Date Literals
Time	equals not equals to less than greater than less or equal greater or equal	Time picker
Lookup Master-Detail	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Lookup search Text

Filter Rules