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Manage Filters

Save the searches you use most as filters, and find the right records with a single click.

Tasks table with the filter Open_To-Dos_for_Emma applied
A table with a filter applied

When a filter is applied, its name appears in the top bar and only the matching records are shown. Filters are visible to all users who can access the table.

Apply a filter

Filter menu with New, Configure, Delete, Unselect and a saved filter
The filter menu

Click the filter icon in the top bar and choose a filter from the list. To remove it again, choose Unselect.

Create, configure or delete a filter

Choose New in the filter menu to create a filter. To change or remove a filter, select it first, then choose Configure or Delete. You can also create one with New Filter in a column’s menu.

Dialog listing the table's columns, with a condition set for the column Status
The filter dialog

Give the filter a name, then define its conditions. The dialog lists every column in the table. You can match content in one or more columns, and set one or more conditions for each column. There are many condition types to choose from, such as equals, contains and greater than.

Tip: The regular expression condition types give you very fine-grained control.