Add and Configure Filters

Filters are based on the fields of the object configured in the List Configurator. Users can apply various conditions (e.g., Equals, Contains, Greater Than, Less Than) to display only the desired data. By combining multiple filters, users can create complex search criteria.

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🔸 Steps to Add a Filter

1. Click the Add Filters button.

   

   Filter Setup
2. In the field selection screen, select the field to add as a filter.

   

   Add Filters Modal
3. Click the Add button to include the filter in the List.

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🔸 Steps to Add Blank Space

To balance the number of filters per row, users can add blank spaces:

1. Click the Add Blank Space button.

   

   Filter Setup

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🔸 Steps to Edit a Filter

1. In the Filter Setup screen, click the edit icon for the filter you wish to modify.

   

   Filter Setup
2. Configure the filter settings. If the filter type is text, number or lookup, additional options will be available. Learn more about editing filter types >
3. Click the Save button to save the filter.