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A filter restricts what records appear in a list by providing a set of conditions each record must meet to be included in the list.

A condition consists of the following parts.
  • Field: Each field contains data from a particular column in the table. Selecting a reference field allows you to dot-walk to data from other tables.
  • Operator: Each field type has its own set of valid operators. The operator determines if a value is needed.
  • Value: Each field has its own set of valid values determined by the field type. Reference fields have access to auto-complete, and choice lists provide a list of options.
  • Grouping: Each condition line is grouped with either an AND or OR connector. The filter requires all condition lines linked with an AND connector to be met. The filter separately evaluates each condition line linked with an OR connector.

Create filters on a list using the condition builder.

To make the condition builder appear every time you open the list, click the pin/unpin filter icon (Pin icon for UI16 and UI15 in UI16 and UI15, Pin icon in UI11 and Unpin icon in UI11 in UI11). This functionality is not supported in List v3.