Data Columns can be filtered to better locate or organize information. Click the Column Settings icon
in the column you want to filter on.
From the menu, click
. Select the value or values you want to filter on. See Selecting Filter Values below.
Click
or press the Enter key on your keyboard.
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Selecting Filter Values
Filter options may be different depending on the type of data in the column. For example:
Lookups: Check off the values to filter on. If the Lookup contains a lot of entries, you can search before selecting values by clicking in the Search field and typing.
Text: Select a filter like "Starts With" or "Contains" then enter the text to search for.
Dates: Follow the prompts, such as "After on On this date". Use the drop-down and calendar to set the filter.
Checkbox: Select Yes (is checked) or No (is not checked).
How to Clear Filters
It's easy to forget you have a filter applied, and the system keeps filters on unless you turn them off. The Column Settings icon is highlighted
when a filter is applied.
To clear the filter on a single column, click the Column Settings
button
then click
.To clear the filters on all columns, click
at the top right of the list to open the Columns menu and select Clear Filters at the top of the menu.
For additional information on Grid Views, click the Create a New View, or Views link.