Filtering records on page and lookup lists

You can filter a list of records on pages and lookups to display only those records that meet your specified criteria. Filters are used for a quick, one-time search on a list of records. The filter is applied in addition to any search criteria specified in a Dataspy for the list.

To define a quick filter on a page or lookup list:

  1. Open any page that contains a list of records.
  2. Click List View.
  3. Select the Dataspy that you want to run.
  4. Click Run.
  5. In the first Quick Filter field, select the field on which to filter.
  6. In the second field, select an Operator:
    Operator Search for items with a…
    = (equal to) value equal to the entered value.
    > (greater than) value greater than the entered value.
    < (less than) value less than the entered value.
    > = (greater than or equal to) value greater than or equal to the entered value.
    < = (less than or equal to) value less than or equal to the entered value.
    Contains description that contains the value.
    Begins with description that begins with the value.
    Ends with description that ends with the value.
    Is Empty description that has no entered value.
    Not Empty description that has any entered value.
    Not Equal description that does not equal the entered value.
  7. In the third field, specify a value for which to filter.
    If the field on which you are filtering is displayed on a Record View page, the third field in the Quick Filter displays according to that field type: text box, drop-down list, lookup, checkbox, or calendar.
  8. Click Run .