> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Filters

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

| 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 |

> [!TIP]
>
> See [Salesforce Date Formats and Date Literals](https://developer.salesforce.com/docs/platform/salesforce-soql-sosl/guide/sforce-api-calls-soql-select-dateformats.html) for supported values.


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