Create a filter in List v2

You can create a filter in List v2.

Before you begin

Role required: none

Procedure

  1. Open the condition builder in one of the following ways.
    • Click the show / hide filter icon (Show or hide filter icon) beside the breadcrumbs in UI16 or UI15.
    • Click the arrow (Arrow icon) beside the breadcrumbs in UI11.
  2. Select a field from the list.
    The field type determines the available operators and values. For example, the Active field can have a value of true, false, or empty, while a text field can have many different values. Similarly, the greater than operator does not apply to the Active field, but it does apply to the Priority field. For more information, see Condition builder.
  3. Select an operator from the list.
  4. Select or enter a value, if appropriate.
  5. Add or remove conditions to construct the desired filter by completing one or more of the following steps.
    OptionDescription
    To add a top-level condition Click AND or OR on the condition builder tool bar, above the conditions
    To add a dependent condition Click AND or OR beside the condition.
    To remove a condition Click x beside the condition.
    Note: To find all records that do not contain the specified value, create a filter with two conditions: [field] [is not] [value] or [field] [is] [empty].
  6. To specify the sort order of the results, click Add Sort and then select a field to sort by and a sort order.
  7. (Optional) Click Save to keep the filter for future use. For more information, see Save and use filters in a list view.
  8. Click Run to apply the filter.