Skip to main content

How to Filter a Grid (Column Settings)

Information on how to Filter Columns in a Grid in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

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.
​

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.

Did this answer your question?