> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-lists/setup/filter-setup-optional.md).

# Filter setup (optional)

**The filter settings allow you to control which fields the List View can be filtered on.**

<figure><img src="/files/eJtfxwJLnIPeHX413o2Q" alt=""><figcaption></figcaption></figure>

* [**Basic settings**](#basic-settings)

  Adjust basic settings, like filter layout and button position.
* [**Add or edit filters**](#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.

  * [**Add a filter**](#adding-filters)
  * [**Edit a filter**](#editing-filters)

***

### Basic settings

Adjust basic settings, like filter layout and button position.

<figure><img src="/files/D2dC5q6l3rAifwHNPkTq" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="227">Field name</th><th width="339">Description</th><th>Req.</th></tr></thead><tbody><tr><td>Preserve Filter Values</td><td>Make filter settings persist by storing the most recently used filter values locally.</td><td></td></tr><tr><td>Filter Layout</td><td><p>Controls the number of filters shown per line.</p><ul><li>3 of 12 : Shows four filter dropdowns per line. (default)</li><li>4 of 12 : Shows three filter dropdowns per line.</li></ul></td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>Search Button Position</td><td><p>Controls the position of the search button.</p><ul><li>Right Column: the search button will appear at the right side of the filters. (default)</li><li>Last Column: the search button will appear in the last column.</li></ul></td><td><mark style="color:red;">✔️</mark></td></tr></tbody></table>

### 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.

<figure><img src="/files/5FNPIHfNsinjf5kOcXyo" alt=""><figcaption></figcaption></figure>

1. Click the `Add Filters` button.
2. In the pop-up window that opens, select the fields you want to add to the filter.
3. 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.

{% hint style="warning" %}
**Available filter types**

* Text
* Number
* Currency
* Multiple choice
* Date
* Date / time (only available in date format)
* Lookup
* Checkbox
  {% endhint %}

<figure><img src="/files/LJl0JHyycdUjoIHOoSxn" alt=""><figcaption><p>Setting up a filter on a Text-type field.</p></figcaption></figure>

<figure><img src="/files/SQG0tDapcptXgBpb6ywx" alt=""><figcaption><p>Setting up a filter on a Number-type field.</p></figcaption></figure>

<table><thead><tr><th width="160">Field name</th><th width="406">Description</th><th>Req.</th></tr></thead><tbody><tr><td>Field</td><td>The API name of the field being used as a filter.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>Label</td><td>The display name of the filter.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>Match Condition</td><td><p>Specify the type of match to use with a Text-type filter.</p><ul><li>Contains (default)</li><li>Equals</li><li>Start with</li></ul></td><td></td></tr><tr><td>Search Type</td><td><p>Specify how to use Number-type filters.</p><ul><li>Operators: use operators (=,&#x3C;=,>=... etc). (default)</li><li>Range (From, To): Specify a range to search within.</li></ul></td><td></td></tr></tbody></table>