# 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

- [x] Records table is open in **Custom Data**.
- [x] 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](/en/customdata/how-to/use-saved-views.md)
- [Sort records](/en/customdata/how-to/sort-records.md)
- [Export filtered data](/en/customdata/how-to/export-filtered-data.md)
- [View table records](/en/customdata/how-to/view-model-records.md)