How to apply filter conditions to find a specific set of records
Filters enable users to further segment data by applying conditions to specific fields within a table. Filter conditions can be applied individually or in a group.
1. | Click Filter |
2. | Click + Add condition  |
3. | Select the desired field, comparison operator and value  |
4. | Click + Add condition to apply additional criteria
Please note: When adding conditions on an individual basis, a single logical operator: “And” / “Or” will apply. The condition group feature can be used to further segment by collectively grouping conditions that are true. |
5. |
Click + Add condition group if you have a set of conditions where all field options are true
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You can use a combination of individual and grouped conditions when filtering. For example, the below image displays results where the Analyst field contains values for “Palmer F. Cline,” “Fiona K. Atkins” or “Perry E. Slater.” This provides results when any or all of the individuals are attached to a record and where the Practice Area is “Corporate Finance.”
Once all conditions are set, records that meet the criteria will display with the impacted field columns highlighted.
To use a filter again later within a workspace or in the Elements app, save as a new view.
Admins have the option to apply filter conditions to a default view. Setting a default view allows Admins to exclude data from a table that may not be relevant to all members of a workspace. All users with Read and Write permissions are able to build off the default view by applying additional filter conditions.
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