Find records

Filter record lists by field, combine conditions and sort by columns. Lists the operators available for each field type.

Narrow a record list with filters and change its order. Use this to find overdue invoices, customers in one city, or orders above a value.

Filter a list

  1. Open a record type's list.
  2. Above the table, pick a field in the first drop-down (Filter field).
  3. Pick an operator in the second drop-down (Filter operator).
  4. Enter or choose a value (Filter value). Press Enter or click Add filter.

The filter appears as a chip such as Status = overdue and the table updates. The list goes back to page 1.

The filter bar with two filters applied

  • Add as many filters as you like. All of them must match (AND).
  • Click the small x on a chip to remove that filter.
  • Click Clear all to remove every filter.
  • If nothing matches the table says "No matching records".

Tip: Links from other apps can open a list already filtered, for example the overdue invoices on the Invoices & Payments overview. The filters show as chips. Remove them to see everything.

Operators by field type

Field type Operators Value input
string, text, email, url contains, =, ≠ Text box. contains matches part of the text.
select =, ≠ Drop-down of the field's options
number, currency =, ≠, >, ≥, <, ≤ Text box with a number. For currency the filter compares the amount only.
date, datetime =, >, ≥, <, ≤ Date picker (a whole day)
bool = Yes or No

Fields of type ref, refs, multiselect and file are not in the Filter field list.

If your role hides a field, filtering or sorting on it fails with an error. Remove that filter.

Sort a list

Click a column heading to sort by it. Click again to reverse the order. Without a sort, the newest records come first. You can sort by the type's first six fields and by Created.

Pages

Lists show 50 records per page. Use the pager at the bottom to move between pages.

Search by typing

The list has no free-text search box. To find a word, use a contains filter on a text field. Link fields do search as you type, in their picker. See Links and line items.

Troubleshooting

Records could not be loaded Click Retry. If it keeps failing, a filter may point at a field your role cannot read. Click Clear all.

The filter I need is missing Only the types in the table above can be filtered. For anything else, export to CSV or edit in Sheets.