Create a filter in List v3

You can create a filter in List v3.

Before you begin

Role required: none

Procedure

  1. Click the show / hide filter icon (Show or hide filter icon) beside the breadcrumbs in UI16 or UI15.
  2. Select a field from the first drop-down list.
    You can dot-walk to a field on a referenced table, as shown in the following example. An arrow icon appears beside each reference field. Click the arrow to open additional reference fields to the right to find the field to use.
    Dot-walking in a filter in List v3
  3. Select an operator from the next drop-down 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.
  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 New Criteria below the condition builder.
    To add a dependent condition Click AND or OR beside the condition.
    To remove a condition Click the remove condition icon () 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 Sort Filter, and complete the following steps.
    1. Select a field to sort by and select a sort order.
    2. (Optional) Click the add condition icon (+) beside the sort condition to add an additional level of sorting.
      For example, you might want to sort a list of incidents by state, then sort incidents of the same state by date opened.
    3. (Optional) Click the remove condition icon (-) beside a sort condition to remove it.
    4. Click Run Sort.
  7. (Optional) Click Save Filter 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.