Filtering
Open the Filters dialog from the data grid.Open Filters
Open the Filters dialog from one of the following.
- From the data grid menu, click Filters
- From a column menu, click Filter
Add a group
Add a group to organize multiple filter rules.
- Click the group’s Add Group icon button
- Select
ANDorORfrom the logic selector
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.
- 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
Delete filters
Remove unnecessary groups or rules.
- Click the Delete icon button
- Deleting a group keeps its children and moves them up one level
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 |