Filtering enables creating detailed queries on concept records. The filtering area is accessed from the Filtering panel on the right side of the list screen.

Filtering Logic

Filters work on a rule-based system. Each rule:

• A field
• An operator
• A value

is defined by these components.

Multiple rules can be grouped with:

• "AND" (all conditions must be met)
• "OR" (at least one condition must be met)

logic.

Filter Field Selection

In filtering, you can filter through fields of the concept being processed, as well as:

· Concepts to which the record is linked (N:1 – lookup)

· Concepts linked to the record (1:N - lookup)

· Concepts linked to the record with many-to-many relationships

· User and team concepts linked through record ownership

· Concepts linked through multi-lookup fields on the record

· Concepts linked through multi-reference fields on the record

· Concepts linked through activity participant fields on the record

· Concepts where the record is defined in a multi-lookup field on another record

· Concepts where the record is defined in a multi-reference field on another record

· Activity concepts where the record is defined as an activity participant

fields can be used for filtering.

When adding a relationship in filtering, you can also query for records without the relationship. In this case, no field, operator, or value is selected through the relationship. For example; companies without sales records.

Filter Operators by Field Type

The operators available during filtering vary depending on the selected field type.

For Text, Auto-complete, Content Editor, Email, Phone fields:

• Equals / Does not equal
• Contains / Does not contain
• Starts with / Ends with
• Does not start with / Does not end with
• Contains data / Does not contain data

For Number, Small Number, Decimal, Currency fields:

• Equals / Does not equal
• Less than / Less than or equals
• Greater than / Greater than or equals
• Contains data / Does not contain data

For Date and Date-Time fields:

• On date
• Before / After a specific date
• Between
• Today / Yesterday / Tomorrow
• This Week / This Month / This Quarter / This Year
• On that Date / On that Day / In that Month / In that Year
• In the Last X Days / Weeks / Months / Quarters / Years
• Starts counting from the current date.
• A query for Last 2 Months on March 14 filters records between January 15 and March 14.
• In the Next X Days / Weeks / Months / Quarters / Years
• Starts counting from the current date.
• A query for Next 2 Months on March 14 filters records between March 14 and May 13.
• In the Previous X Days / Weeks / Months / Quarters / Years
• Includes the given number before the current value
• A query for Previous 2 Months on March 14 filters records in January and February.
• In the Coming X Days / Weeks / Months / Quarters / Years
• Includes the given number after the current value
• A query for Coming 2 Months on March 14 filters records in April and May.
• Older than X Hours / Days / Weeks / Months / Quarters / Years
• Adds the value to the current date and filters records before it.
• A query for Older than 1 Month on March 14 filters records before February 14.
• Newer than X Hours / Days / Weeks / Months / Quarters / Years
• Adds the value to the current date and filters records after it.
• A query for Newer than 1 Month on March 14 filters records after April 14.
• Contains data / Does not contain data

For Time field:

• Equals
• Between
• Less than or equals
• Greater than or equals
• Contains data / Does not contain data

For Ownership field:

• Equals / Does not equal
• Equals current user
• Does not equal current user
• Equals current user's teams
• Does not equal current user's teams
• Equals current user or user's teams
• Does not equal current user or user's teams
• Equals current user, their teams, or team members

For User concept lookup field:

• Equals / Does not equal
• Equals current user
• Does not equal current user
• Contains data / Does not contain data

For Lookup, Picklist fields:

• Equals / Does not equal
• Contains data / Does not contain data

Use Cases for Filters

Created filters are used to:

• Narrow down data on list screens
• Generate meaningful results in charts
• Display current data on dashboards
• Limit Excel export operations