Filtering records

Filtering narrows a table to just the records you want to see. Open the Filter on a records table and build a rule from conditions — from a single condition to a complex set combined with AND/OR logic. A live Matching records count updates as you build.

Build a filter

A filter reads top to bottom as a sentence: show records where ….

1. Click Filter, then Add condition.
2. Each condition has three parts: a field, an operator, and a value — for example Status Equals Active.
3. Add more conditions and choose how they combine: and (a record must match all) or or (any). The first condition reads Where; each one after it shows the and / or selector.

The Matching records count at the bottom shows how many records match right now. Clear filter removes everything.

Condition groups

For complex logic, use groups. Add a group with Add group, and combine groups with their own and / or — so you can express rules like:

(Status is Active and Space is Leads) or (Created by is me)

Conditions inside a group combine with each other; groups combine with each other. This two-level structure covers most real filtering needs.

Operators

The operators available depend on the field's type:

Field type	Typical operators
Text, Website, Email	equals · not equals · contains · does not contain · starts with · ends with
Number, Rating, Percentages	equals · not equals · greater than · ≥ · less than · ≤
Date, Date and time	equals · not equals · before (<) · after (>) · on or before/after
Single/Multi select, Status, Labels	is any of · is none of · not equals
Users, Linked records	is any of · not equals

The value input adapts to the field — a date picker for dates, a record picker for links, a user picker for Users, and so on.

Save a filter as a View

Turn a filter you use often into a View: give it a name and it appears as a tab above the table, one click to reapply. Views can be shared with specific users, teams, or roles, so your team works from the same slices of data. The Main view is the unfiltered table.

Admins create shared Views; the filter itself is available to anyone working in the table.

Related

• Segmenter — for very large datasets, load and work with one segment at a time.
• Labels · Statuses — common things to filter on.