Using Task Pane filters
Use the Task Pane to filter 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, 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:
- Click a filter name under section in the Task Pane from a list view. For example, Owner.
- Select the filter items that you require to apply to the list of records. The available filter items can be customized. See Adding or removing filter items.
- Click the filter to be cleared and click .
- Clear a selected filter item:
- Click the filter that includes the filter item you require 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 can clear filters and display all records within the group. See Using the Task Pane
- Add or remove filters. See Adding or removing filters
- Add or remove filter items. See Adding or removing filter items