How to filter records?

The Filter panel in the records table limits rows by field conditions. You can save the filter combination as a Saved view together with columns and sort.

When you need this

• You need records by status, date, or text.
• You return to the same conditions regularly.
• You prepare a subset before export.

Key terms

• Filter — toolbar button; opens a panel with Where + condition + Value.
• Add condition — new rule; multiple conditions combine with And.
• Clear all — resets active filters.
• Save view — persists Filters (and optionally columns, sort, board mode).
• Search table — quick text search; not included in a saved view.

Before you start

• Records table is open in Custom Data.
• Fields you filter by are not hidden with Hide in filters in the field editor.

Step-by-step

1. Open the table in the Tables sidebar.
2. Click Filter in the toolbar — the filter panel opens.
3. Click Add condition:
   • Select field — table column.
   • Pick an operator (e.g. is, contains, greater than).
   • Enter Value (for dates — from / up to (inclusive) range).
4. Add more conditions if needed — combined with And.
5. Click Apply — the table shows matching rows only.
6. To save the set:
   • Configure Sort and Columns if needed.
   • Click Create saved view or Save view.
   • Set View name; enable Filters and other options in the dialog.
7. To reset — Clear all or Reset filters from empty state No results match your query.

What happens next

Only matching rows remain visible. Rows in table shows the filtered count.

How to verify

• Row count changed as expected.
• After reload, a saved view restores the same filters.
• Export respects current filters.

Other options

• Search table — quick search on visible columns without saving to a view.
• Column menu — Sort ascending / Sort descending (sort, not filter).

Related guides

• Use saved views
• Sort records
• Export filtered data
• View table records