Advanced Filters

Advanced Filters let you create search conditions to narrow down data and find exactly what you need. In this guide, you’ll learn how to create, combine, and manage filters to refine your results using multiple criteria.

List of Modifier

Modifiers define how a field’s value should be compared when filtering. The table below lists common modifiers and what they do:

Modifier	Applicable Field Types	Description	Values
Contains	Text	Returns items that include a specific substring.	"abc"
Equals	All	Matches items that are exactly equal to a specified value.	"abc"
Does Not Equal	All	Matches items that are not equal to the specified value.	"abc"
Starts With	Text	Returns items that start with a specific string.	"abc"
Ends With	Text	Returns items that end with a specific string.	"abc"
Is	All	Matches items that equal one or more specific values.	-
Is Not	All	Excludes items matching a specific value.	-
Is Any Of	All	Matches items that match any of the listed values.	["Value_1", "Value_2", "Value_3"]
Is None Of	All	Excludes items that match any of the listed values.	["Value_1", "Value_2", "Value_3"]
Is Empty	All	Finds items with no value or null.	-
Is Not Empty	All	Finds items with a non-empty value.	-
Is Before	Date	Finds items earlier than a specific date.	Today, Next, Previous, Start of, End of, Custom (specify your own date)
Is On or Before	Date	Finds items on or before a specific date.	Today, Next, Previous, Start of, End of, Custom (specify your own date)
Is After	Date	Finds items later than a specific date.	Today, Next, Previous, Start of, End of, Custom (specify your own date)
Is On or After	Date	Finds items on or after a specific date.	Today, Next, Previous, Start of, End of, Custom (specify your own date)
Is Between	Number	Matches values within a range.	number
Is Not Between	Number	Matches values outside a range.	number
Is Greater Than	Number	Matches items greater than the specified value.	number
Is Less Than	Number	Matches items less than the specified value.	number
Is Greater Than or Equal To	Number	Matches items ≥ specified value.	number
Is Less Than or Equal To	Number	Matches items ≤ specified value.	number
Is Ticked	Checkbox	Matches items that are checked.	-
Is Not Ticked	Checkbox	Matches items that are not checked.	-

Filter Criteria

When building filters, you can combine multiple conditions using AND or OR:

AND – all conditions must be true
OR – at least one condition must be true

This allows you to stack conditions for more precise filtering.

Create an Advanced Filter

Watch the guided demo below to create and manage an advanced filter.

You can also follow the same steps using the written guide below.

In your record list, select the Filter icon in the top right corner.
Click + New Filter to create a new one.
Enter a name for your filter.
Build your filter conditions. For example, let’s create a filter to find pending cases that haven’t progressed for the past 11 months before October 1st:
1. Select the field Status.
2. Choose the modifier Is Any Of.
3. Select the values Not Started and Stagnant (to find pending cases).
4. Add another condition using AND (since both must apply).
5. Select the field Date Submitted.
6. Choose the modifier Is Before.
7. Set the value to October 1 using the Custom option.

📘
Info
You can group conditions using AND and OR for more complex logic, this setup combines multiple filters within a single scenario.
For example:
WHERE (Status is any of "Stagnant", "Not Started")
  OR (Status is none of "Completed", "In Progress" AND Date Closed is empty)

Click "Save & Apply Filter" to save the filter, and it will apply to the record right away.
After that, you can also edit, apply, delete, or duplicate saved filters.

Hover over the filter and select the Edit (pencil) icon.
Update the filter conditions and click Save & Apply Filter. The changes will apply to the record right away.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.