Create and edit filters
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Navigation and UI
Set up and edit an admin-configured filter.
Before you begin
Role required: admin
Procedure
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To create a filter, select New and complete the following steps on the Filter record.
- Enter a Title and select the Table.
- Add filter conditions.
- Select Submit.
Related Content
- Delete filters
You can delete any saved filter, including global, group, or personal filters.
- Create scripted filters
The condition builder alone cannot create some filters, such as displaying a record set that depends on an unrelated table. If you know JavaScript, you can create JavaScript functions for use in advanced filters.
- Create a dynamic filter option
Dynamic filter options enhance filtering by allowing users to run existing script includes or JavaScript against a reference field within condition builders and dynamic reference qualifiers.
- Create a filter in List
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.