Searching

Easily search your rows based on one or several criteria.

How to open

• Drag a column header and drop it into the Search drop zone on the data grid toolbar to create a search.

• Searches logic is always AND across all active searches.

Edit Search

• Click the popover icon button on a search box and select Edit.

• Opens the Edit Search dialog with:

  • Field Name — select a different field from a dropdown

  • Operator — options depend on the field type

  • Switch — checkbox appears if the selected field supports multiple input types

  • Disabled — temporarily turn off the search

  • Ignore blank values — if the search input is blank, this search criterion is ignored

  • Close button — closes the dialog

• Changes are auto-saved.

Change Operator

• Click the popover icon button on a search box and select Operators to choose a new operator.

• Available operators depend on the field’s data type.

Change Switch

• Click the popover icon button on a search box and select Switch to toggle input type for fields that support it.

• The Switch checkbox is also available in the Edit Search dialog when applicable.

Disable Search

• Click the popover icon button on a search box and select Disable to temporarily turn off the search.

• The search remains in the list but is ignored in results.

• Disabled searches appear faded to indicate they are inactive.

Delete Search

• Click the popover icon button on a search box and select Delete to remove the search.

Reordering

• Drag the Drag icon button on a search box to reorder it horizontally.

Searches

• 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.