Create a filter in List v2

You can create a filter to restrict what records appear in a list by providing a set of conditions. When you run the filter, only records that meet the specified conditions are listed.

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 icon (>) beside the breadcrumbs in UI11.
    If the icon is disabled and the breadcrumb has a related list condition in it, you must remove the related list condition to open the filter. The condition was created when the List v3 was enabled for this list. List v2 does not support related list conditions. For more information about related list conditions, see Add related list conditions.
  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 toolbar, 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.