Filtering

Easily filter your rows based on one or several groups and rules.

How to open

• From the data grid toolbar menu, click Filters to open the Filters dialog.

• Or click Filter from a column menu popover to open the Filters dialog.

Add Group

• Click the group’s Add Group icon button to add a child group.

• Select logic (AND or OR) from the logic selector.

Add Rule

• Click the group’s Add Rule icon button to add a child rule.

• Or click the Fields toggle in the bottom-left to open the field tree, then select a field to add it as a rule.

Reordering

• Drag the Drag icon button to reorder a group or rule.

• Flat tree reorder supports moving up, down, left, and right to change group or rule position.

• Can only drop to valid positions that match filter logic.

Deleting

• Click the Delete icon button to delete that group or rule.

• If a group is deleted, its children automatically move up one level and are not deleted.

Rules

• The Operator options and Value input type depend on the selected field’s data type.

• Some types allow switching input type (shown with a Switch icon button).

Field type	Operators	Value input type	Switch input type
ID	equals not equals to	Text	—
Boolean	equals not equals to	True/False	—
Text Encrypted Text Text Area Long Text Area Rich Text Area	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Text	—
Phone	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Text	—
URL	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Text	—
Double Long Integer Currency Percent	equals not equals to less than greater than less or equal greater or equal	Number	—
Picklist	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Multi-select dropdown	Text
Multi-Select Picklist	equals not equals to contains does not contain	Multi-select dropdown	—
Date	equals not equals to less than greater than less or equal greater or equal	Date picker	Date Literals
Date/Time	equals not equals to less than greater than less or equal greater or equal	Date/Time picker	Date Literals
Time	equals not equals to less than greater than less or equal greater or equal	Time picker	—
Lookup Master-Detail	equals not equals to less than greater than less or equal greater or equal contains does not contain starts with	Lookup search	Text

Behavior details

• Date Literals refers to Salesforce Date Literals.