Filter and sort list views
Filtering and sorting options enable you to organize the data that is presented in a list view. You can then, dependent on the permissions assigned to your role, save these custom list views so that they are easily accessible.
Administrators have access to all list view functionality, but other roles have different levels of access depending on the custom permissions that have been set.
List views are made up of four key elements:
- The list view name.
- The filter that is applied.
- How the data is sorted.
- The columns presented.
Each different combination of these elements comes together to create a specific list view.
Creating a custom list view
If you want to filter the list view so that, for example, only jobs that are pending allocation in San Francisco are displayed:
- On the Jobs list view, click Filters to display the Filter records modal.
- Click Add filter.
- From the first dropdown menu, select Region > Name.
- From the operator menu, select equals.
- In the third field, enter San Francisco.
- Click Add filter to add your second filter.
- Select Status in the first field.
- From the operator menu, select equals.
- From the third field, select Pending Allocation.
- Click Confirm. The filter is applied to the list view.
Use filters to restrict the data that is displayed. Filters are composed of three main elements:
- The field.
- The operator.
- The value.
Multiple filters can be combined to refine which records appear in the list. Click Add filter to create additional filters.
When using the query builder to combine multiple filters, the
AND operand is assumed. Alternate operands can be used in the advanced filtering mode. For more information, see Filter logic (advanced filtering) below.
The fields available to use in a filter are all the standard and custom fields on the given object and any standard or custom field on a directly related object. Fields from related objects are additionally prefixed with the related objects’ name. For example, Region > Name.
The list of available operators changes depending on the type of field you have chosen to filter by.
Not equal to
Does not contain
Does not start with
Does not end with
Advanced filter logic
Click Switch to advanced in the Filter records modal to display the Lucene filter query view and enable the advanced filtering mode, which can be used to construct more sophisticated queries. Manually enter fields in the Lucene query filter window or select field references from the dropdown menu and copy them.
Filter queries should follow standard lucene query syntax.
||Finds records that match both values.
||Finds records that match either value.
||Finds records that exclude values.
Relative date filtering
Date math is supported in the same way as solr. Date math makes it easy to create times relative to fixed moments in time.
Date math can start with either
NOW or a specific datetime following the format:
You can then follow up with modifiers:
+adds a time period to the date.
-subtracts a time period from the date.
/rounds to the start of the given time period.
Start of the day:
Start of the month:
Note: All date modifications are done using the Gregorian calendar and Monday is considered the start of the week.
The supported time periods are:
- Start of the month:
- Start of last month:
- End of last month:
- Start of next week:
- End of next week:
The Sort data modal enables you to change the displayed order of records. For example, a scheduler may want to see the most recently created jobs first.
The Sort data modal is made up of two elements:
- The sort field.
- The sort order (ascending or descending).
The Customize columns modal enables users to customize the fields displayed in the list view and change the order in which they are presented.
An administrator must configure the fields available for use in a list view, but once configured, a general user can choose which ones are displayed and change the order in which they appear in the table.
The Customize columns modal is made up of four elements:
- A search to quickly find the columns you wish to display.
- The columns available to be added to the list view.
- The columns that are currently selected for display.
- The display order of the columns.
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