Navigating through a large number of records in

For easy navigation among a large number of records, filtering can be used. In most modules, two types of record filtering can be applied.

Columnar filteringEffortlessly navigate a large number of records in with two types of filtering: Columnar filtering for specific conditions and a versatile filtration panel offering space, label, status, and user-based filters.

For columns containing an icon and an input field, it is possible to filter according to predefined filters.

Simply enter the text or number you wish to filter by and then select a condition such as:

  • Numeric columns – equal to | greater than | lower than
  • Text columns – contains | starts with | ends with | equals to

Filtering and contents of filters vary according to the function of the column (e.g. it is preferable to filter the numeric designation of an order as a text rather than as a number).

Filtration panel

When working with a large number of records, the filtration panel is one of the most important features to help you organize your records.

The filtration panel allows you to filter records by several criteria, for example:

  • spaces – select the spaces from which you wish to display records. Spaces are named according to the module. These can be, for example, business processes, todo lists, report lists, etc.;
  • labels– simple filtering based on one or more labels, which are used to mark individual items;
  • statuses – filtering by the current status of the records;
  • users – when it is necessary to display only those items to which a specific user (for example, you), users or entire teams are assigned.

filter panel in modules