Using Task Pane Filters
Use the Task Pane Filters to narrow the list of records that display in a list view group. The available filters are based on the columns in the selected list view and the information contained in those columns. Filters are saved on the computer until the browser cache is cleared.
Next to each filter item is the number of records that meet the criteria of applied filters and the total number of records in the group that match the filter item.
For example: If (12/27) displays next to an item, then there are a total of 27 records within the group that match the filter item, but only 12 of those records meet the criteria of applied filters.
Next to each filter item is the number of records that meet the criteria of any applied filters and the total number of records in the group that match the filter item.
For example: If (12/27) displays next to an item, then there are a total of 27 records within the group that match the filter item, but only 12 of those records also meet the criteria of any applied filters.
| Account Filter Items | City Filter Items | Records Returned |
|---|---|---|
|
A M |
Dallas Fort Worth |
All the records starting with A or M and located in Fort Worth or Dallas |
On this page, you can:
- Apply a filter:
- From a list view, in the Task Pane, under , click a filter name. For example, click Owner.
- Select the filter items that you want to apply to the list of records. The available filter items can be customized.
- Clear a filter: Click the filter to be cleared and click .
- Clear a selected filter
item:
- Click the filter that includes the filter item you want to clear.
- Click the filter item to clear the field.
- Click in the Task Pane from the list view, to clear all the filters. Clearing all filters will clear any filters and display all records within the group.
- Add or remove filters
- Add or remove filter items