Column filtering

You can quickly filter a list by entering a value in a column. The list returns all rows that contain that value. In addition, you can apply operators to many columns to further define the criteria.

Filter by entering a value in a column

In the text field above the column that contains the value, do one of the following:

• Enter the required value. For example, enter San Francisco in the City column and United States in the Country column. The filter returns all rows that contain San Francisco as the city value.
• Enter part of the value. For instance, enter bank in the Supplier Name column. The column displays all suppliers that have "bank" anywhree in the name, like Bank of Metropolis, Metropolis Bank, and MetroBank.

Filter a column using an operator on a value

Column filtering enables you to apply a standard operator to a column value. For example, if you want to view only those suppliers who are located in New York, you can apply an equals (=) operator to the value of New York in the State or territory column.

1. Go to the required column head and select the Filter icon.

2. In the dropdown, set the Filter by condition to the required operator and enter the required value.

After you select Apply, the list displays all rows that meet the filter criteria.

Standard operators

Operator	Description
Equals	Column filters for records equal to the set Value. Columns = Value
Is less than	Column filters for records less than the set Value. Columns < Value
Is greater than	Column is greater than the set Value. Columns > Value
Is less than or equal to	Column is less than or equal to the set Value. Columns ≤ Value
Is greater than or equal to	Column is greater than or equal to the set Value. Columns ≥ Value
Does not equal	Column does not equal the set Value. Columns ≠ Value
Contains	Column contains the characters set in Value. If your Value is CA for a State or territory column, then only records connected to CA are displayed.
Does not contain	Column does not contain the characters set in Value. If your Value is NY for a State or territory column, then all records not connected to NY are displayed.
Starts with	Column starts with the characters set in Value. For instance, you might know your customer's first name is John, but forgot his last name. You could filter for John and check for the right record from the filtered list.
Ends with	Column ends with the characters set in Value. For instance, you might know your customer's last name, but forgot their first name. You could filter for Garcia and check for the right record from the filtered list.
Includes	Column includes the characters set in Value. For example, you might have forgotten the full name of a customer company. You could filter to include the part you know, and scan through the included records on the filtered list to find the correct record.
Excludes	Column excludes the characters set in Value. For instance, you might have Trade suppliers and Contractor suppliers. You might only want to see your Contractor suppliers, so you can exclude all Trade supplier types.
Is empty	Column field equals null. In this case, you do not have to set a Value. For instance, you might be looking for Projects missing a Project status. You could filter your view to return records with a null value for their Project status.
Is not empty	Column field does not equal null. In this case, no Value is required. For instance, you might want to see all customers that have an associated Customer type ID, so you would filter to see all Customer type IDs with an associated value.
Is blank	Column field does not have a value.