Filter setup (optional)
The filter settings allow you to control which fields the List View can be filtered on.
Adjust basic settings, like filter layout and button position.
The list can be filtered on any field in the underlying object, and you can configure the filters based on the filter type.
Basic settings
Adjust basic settings, like filter layout and button position.
Preserve Filter Values
Make filter settings persist by storing the most recently used filter values locally.
Filter Layout
Controls the number of filters shown per line.
3 of 12 : Shows four filter dropdowns per line. (default)
4 of 12 : Shows three filter dropdowns per line.
✔️
Search Button Position
Controls the position of the search button.
Right Column: the search button will appear at the right side of the filters. (default)
Last Column: the search button will appear in the last column.
✔️
Adding and editing filters
The list can be filtered on any field in the underlying object, and you can configure the filters based on the filter type.
Adding filters
The available filter options are based on fields in the underlying object which the list is based on.
Click the
Add Filtersbutton.In the pop-up window that opens, select the fields you want to add to the filter.
When you have finished selecting the fields to filter by, click the
Add button.
Editing filters
You can configure the properties depending on the data type of the filter field.
Available filter types
Text
Number
Currency
Multiple choice
Date
Date / time (only available in date format)
Lookup
Checkbox
Field
The API name of the field being used as a filter.
✔️
Label
The display name of the filter.
✔️
Match Condition
Specify the type of match to use with a Text-type filter.
Contains (default)
Equals
Start with
Search Type
Specify how to use Number-type filters.
Operators: use operators (=,<=,>=... etc). (default)
Range (From, To): Specify a range to search within.
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