Filter records by tag

You can filter table records on a form or in a list view.

Before you begin

Role required: none

Procedure

Filter records by tag in any of the following ways.
OptionDescription
Filter from the form view Perform the appropriate action for your version of the UI.
  • UI16: Click the more options icon (More options icon), and then click the tag in the menu that opens. A new tab or window opens and displays a list of records that contain the tag.
  • UI15: Click the edit tags icon (Edit tags icon), and then click the tag.
Filter from the list view using the Tags column With the Tags column visible, click the tag name. Clicking two or more tags filters the tags together with the AND operator and shows records containing all the selected tags.

This functionality is not available in List v3.

Filter from the list view using the list filter Click the show/hide filter icon (Show/hide filter), select Tags from the field choice list and enter the tag name.