Filter list views
The Filters option enables 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 view configurations 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.
To display the Filter records modal, click Filters at the top right of the list.
Use this modal 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 Advanced filter logic 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 fields on a directly related object. Fields from related objects are additionally prefixed with the related object’s name. For example, Contact > Name.
The list of available operators changes depending on the type of field you have chosen to filter by.
|Text, Text area, URL||
||Enter your filter term.|
||Enter a number in the field or use the - and + buttons to choose a value.|
If you select
|Checkbox, Picklist, Lookup||
||Select the filter value from the drop-down list|
|Picklist with multi select||
||If you select
If you select
Advanced filter logic
Click Switch to advanced in the Filter records modal to display the Lucene filter query view and enable the advanced query 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 drop-down 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.
NoteThe Change History list view does not currently support OR in advanced query mode.
Filter on relative date
Date math makes it easy to create times relative to fixed moments in time.
Date math can start with either
NOW, which treats the current point in time as a datetime, or a specific datetime following the format:
NOW value between date or datetime values:
+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:
NOW/DAYStart of the month:
NoteAll 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:
Filter on the current user
Query relative to the currently logged-in user by using
For example, if you want show only those items in the Jobs list that were last modified by the current user, enter
LastModifiedById: $CurrentUser.UID in the advanced query builder.
Further examples of queries using
RegionId: $CurrentUser.Resource.PrimaryRegionId— Show only items that are in the same region as the current user.
Category: $CurrentUser.Resource.Category— Show only items that have the same category (for example, Electrician) as the current user.
EmploymentType: $CurrentUser.Resource.EmploymentType— Show only items that have the same employment type (for example, full-time) as the current user.
$CurrentUser is not limited to the advanced query builder. If the filter permits the filtering of free text (for example, if it is not a pick-list or search box) it is also possible to use
$CurrentUser. For example, the following filter on the Users list would find all Users that share your surname:
Filter on null or empty values
Some text fields, such as
address on the Jobs object, may be nullable. While these look the same as a blank string when displayed, a
NULL is not equal to a blank string
"". To better facilitate filtering on
NULL values, you can use the
$nullallows you to check for exact NULL values.
$emptyallows you to check for exact NULL or empty values.
For example, if you wanted to find all items in your data set with a
NULL Address field, enter
$null in the filter field on the Filter records modal. However if you would like to find any item with a
NULL or empty
"" address you can instead use
Note: These filters are only supported for Graphql data sources.
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