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.

List v3 provides the Related Lists Conditions section that allows you to include a condition based on a related table.

Create filters on a list using the condition builder.

Related list conditions in List v3

By default, all lists allow you to filter on the current table data, which includes dot-walking to fields in referenced tables. In v3 lists, another type of condition, Related Lists Conditions, is available in the condition builder. For more information, see Add related list conditions.

Pin a filter in List v2

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.