How to Find Records by Filters?

When you need to find specific records among a large amount of data, filtering helps quickly find the needed information by various criteria. This instruction will help apply filters to search for records.

When Needed

  • You need to find records by a specific field value.
  • You need to filter data by date or number range.
  • You need to find records that match several conditions simultaneously.

What's Important to Know

  • Filter — condition for searching records by model field values.
  • Filters can be combined for complex search queries.
  • Filtering results are displayed in the records table.

Prerequisites

  • You are logged in with analyst, operator, or administrator rights.
  • You have navigated to the Custom Data module via Apps -> Custom Data.
  • There is at least one model with data in the system.

Step-by-Step Instructions

  1. In the Custom Data module, go to the "Data" tab — a table with records opens.
  2. Select the model from the dropdown list — the table updates, showing data of the selected model.
  3. Click the "Filter" button — the filters panel opens.
  4. In the filters panel, select the field to filter by.
  5. Specify the filtering condition (equals, contains, greater than, less than, etc.).
  6. Enter the value to search for.
  7. Click the "Apply" button — the table updates, showing only records that match the filter conditions.

What Happens After

The records table updates and displays only records that match applied filters. You can export filtered data or perform other actions.

How to Verify It Worked

  • Check that the table updated and shows corresponding results.
  • Make sure the number of records decreased after applying the filter.
  • Try applying multiple filters simultaneously for a more complex search.