Previous Topic: List Options ToolbarNext Topic: Build a Power Filter


Filter the Lists

Lists with many items can span multiple pages. Use the filter fields to filter the list to only those items you want to view.

Use the Expand/Collapse Filter icon on the Options toolbar to hide or display the filter. When a list is filtered, you can return to the default results list and can view all the items in the list page. Click Show All or select System Default from the Filter drop-down.

You can name a filter and can save the criteria for later use. Access saved filters from the Filter drop-down.

Note: The filter fields are not case-sensitive.

Follow these steps:

  1. Open the list page.
  2. Click the Expand Filter icon if the filter is not open.
  3. Enter the filtering criteria, and click Save Filter.
  4. Enter a name for the filter.
  5. Select Default to make this filter the default filter for this list page.
  6. Save your changes.

Note: When you apply a filter to a hierarchical list, the expanded items collapse. The resulting filtered items include its parent and higher-level items. All rows display collapsed.

More Information:

List Options Toolbar

Sort the Lists

Edit the Lists

Export the Lists