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🔍 Mastering Advanced Filters for Precision Insights.
🔍 Mastering Advanced Filters for Precision Insights.
Advanced filtering allows users to specify complex search criteria and refine search results or data sets accordingly. By offering advanced filtering options, you empower users to find specific and relevant information more efficiently.
1. How to Create an Advanced Filter?
1. How to Create an Advanced Filter?
1.1. List of Modifier
1.1. List of Modifier
Here is a table listing modifiers commonly used in filtering data, along with their descriptions:
Modifiers
Description
Is equal to
Is not equal to
Is greater than
Is less than
Is greater than or equal to
Is less than or equal to
Is between
Is not between
Is
Is not
Is empty
Is not empty
Is any of
Is none of
Is ticked
Is not ticked
Selects data items that are precisely equal to a specified value.
Selects data items that are not equal to a specified value.
Selects data items that are greater than a specified value.
Selects data items that are less than a specified value.
Selects data items that are greater than or equal to a specified value.
Selects data items that are less than or equal to a specified value.
Selects data items that fall within a specified range of values.
Selects data items that do not fall within a specified range of values.
Selects data items that match a specified value or values.
Selects data items that do not match a specified value or values.
Selects data items that have an empty or null value.
Selects data items that have a non-empty value.
Selects data items that match any of the specified values.
Selects data items that do not match any of the specified values.
Selects data items that have a checked or "ticked" status.
Selects data items that do not have a checked or "ticked" status.
1.2. Create an Advanced Filter
1.2. Create an Advanced Filter
The "All-Of" filter requires that all specified conditions are met for the filter to be fulfilled. While the "Any-Of" filter is fulfilled when at least one specified condition is met.
Follow these steps to configure and save an advanced filter:
1. Navigate to "Settings" > "System Settings".
2. Select "Records".
3. Choose the desired record you want to configure.
4. In the sidebar, click on "Advanced Filter".
5. Click on "+ All-Of" or "+ Any-Of" to add an all-of filter condition.
6. Specify the field you want to filter.
7. Select the appropriate modifier that defines the condition triggering the filter.
8. Choose the value that defines the criteria for the modifier.
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Info:
You can add multiple "All-Of" or "Any-Of" filter conditions by repeating the previous steps.
9. Click on "Save New Filter" to save the configured filter.
10. Set a name for the new advanced filter.
11. Click on "Save Changes" to save the filter configuration.
It's Possible!
You can combine "Any-Of" and "All-Of" conditions into a single advanced filter.
2. How to Edit an Advanced Filter?
2. How to Edit an Advanced Filter?
To modify an existing advanced filter, follow these steps:
1. Open the desired record and click the advanced filter icon in the top right corner.
2. Choose the filter you wish to edit.
3. Edit the filter criteria or conditions as needed.
4. Click on "Edit and Apply" to save the changes to the advanced filter.
3. Apply Filter
3. Apply Filter
After creating an advanced filter, you can easily apply it by clicking on the "Saved Search" dropdown in the record's header. Then, select the advanced filter you want to use from the list.
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