Advanced Filters

🔍 Using advanced filters for more precise results

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:

Modifiers

Applicable Field Types

Description

Values

Contains

Equals

Does Not Equal

Starts With

Ends With

Is Not

Is Any Of

Is None Of

Is Empty

Is Not Empty

Is Before

Is On or Before

Is After

Is On or After

Is Between

Is Not Between

Is Greater Than

Is Less Than

Is Greater Than or Equal To

Is Less Than or Equal To

Is Ticked

Is Not Ticked

Text

All

Text

All

Date

Number

Checkbox

Returns items that include a specific substring.

Matches items that are exactly equal to a specified value.

Matches items that are not equal to the specified value.

Returns items that start with a specific string.

Returns items that end with a specific string.

Matches items that equal one or more specific values.

Excludes items matching a specific value.

Matches items that match any of the listed values.

Excludes items that match any of the listed values.

Finds items with no value or null.

Finds items with a non-empty value.

Finds items earlier than a specific date.

Finds items on or before a specific date.

Finds items later than a specific date.

Finds items on or after a specific date.

Matches values within a range.

Matches values outside a range.

Matches items greater than the specified value.

Matches items less than the specified value.

Matches items ≥ specified value.

Matches items ≤ specified value.

Matches items that are checked.

Matches items that are not checked.

"abc"

["Value_1", "Value_2", "Value_3"]

Today, Next, Previous, Start of, End of, Custom

number

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:

Select the field Status.
Choose the modifier Is Any Of.
Select the values Not Started and Stagnant (to find pending cases).
Add another condition using AND (since both must apply).
Select the field Date Submitted.
Choose the modifier Is Before.
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)

5. Click Save & Apply Filter to save the filter, and it will apply to the record right away.

6. After that, you can also edit, apply, delete, or duplicate saved filters.

Calendars

Importing Data: Overview

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