Filters and sorting help you focus on the data that matters. Build powerful queries to find records quickly and organize them logically.
Understanding Filters Filters limit which records appear in a view based on conditions you set:
Show me : - Opportunities where Stage = "Proposal" - AND Value > $50,000 - AND Owner = Me
Only matching records appear in the view.
Creating Filters
Open filter panel
Click the filter icon in the view header.
Add a condition
Click + Add filter to create a new condition.
Choose a field
Select which field to filter by (Status, Owner, Date, etc.).
Select an operator
Pick how to compare (equals, contains, greater than, etc.).
Enter a value
Type or select the value to filter for.
Apply the filter
The view updates to show only matching records.
Filters apply immediately as you build them. See results in real-time.
Filter Operators Different field types support different operators:
Text Field Operators Equals
Contains
Starts with
Ends with
Is empty
Is not empty
Exact match (case-sensitive). Shows records where Status is exactly “Active”. Partial match anywhere in the text. Company Name contains "Tech"
Matches: “TechCorp”, “Alpha Tech”, “Technology Solutions”. Match at the beginning. Email starts with "sales@"
Matches: “[email protected] [email protected] Match at the end. Matches: “company.com”, “website.com”. Field has no value. Shows records with blank notes. Field has any value. Shows records with phone numbers. Number Field Operators Operator Example Matches Equals Value = 1000 Exactly 1000 Not equals Value ≠ 0 Any non-zero value Greater than Value > 5000 5001, 10000, etc. Greater than or equal Value ≥ 5000 5000, 5001, etc. Less than Value < 1000 0, 999, etc. Less than or equal Value ≤ 1000 0, 999, 1000 Between Value between 100 and 500 100-500 inclusive Is empty Value is empty No value set Is not empty Value is not empty Has any number
Date Field Operators
Match specific dates: Due Date is 2026-03-15 Due Date is not 2026-03-15
Compare dates: Start Date is after 2026-01-01 End Date is before 2026-12-31 Created Date is between 2026-01-01 and 2026-03-31
Filter by dynamic time periods: Today/Yesterday/Tomorrow: Due Date is today Due Date is yesterday Due Date is tomorrow
This Week/Month/Year: Created Date is this week Updated Date is this month Close Date is this year
Last/Next Periods: Due Date is last week Due Date is next month Created Date is last 7 days Close Date is next 30 days
Past/Future: Due Date is in the past Start Date is in the future
Check if date is set: Due Date is empty (no deadline set) Completed Date is not empty (task is done)
Relative date filters update automatically. “Due Date is today” always shows today’s tasks.
Select Field Operators # Single select Status is "In Progress" Status is not "Completed" Status is any of ["New", "In Progress"] Status is none of ["Cancelled", "On Hold"] Status is empty # Multi-select Tags contains "High Priority" Tags contains all of ["Client-Facing", "Urgent"] Tags contains any of ["Internal", "Research"] Tags is empty
Boolean Field Operators Is Active is true Is Complete is false Is Verified is empty (not set)
Relation Field Operators # Direct relation Company is "Acme Corp" Owner is Me Assigned To is any of [Alice, Bob] # Relation properties (filter by related record fields) Company.Industry is "Technology" Company.Annual Revenue > 1000000 Owner.Role is "Sales Manager" # Empty/not empty Company is empty (no company assigned) Team Members is not empty (has team)
Relation filters let you query across objects. Filter projects by company industry, or tasks by assignee role.
Combining Filters Use multiple filters together to build complex queries.
AND Logic All conditions must be true:
Show records where : Status = "In Progress" AND Owner = Me AND Due Date is this week
Only records matching ALL three conditions appear.
OR Logic Any condition can be true:
Show records where : Priority = "High" OR Due Date is overdue OR Owner = Me
Records matching ANY condition appear.
Mixed Logic Combine AND and OR with groups:
Show records where : ( Priority = "High" OR Priority = "Urgent" ) AND Status ≠ "Completed" AND ( Owner = Me OR Created By = Me )
Read as: High or Urgent priority, not completed, and I’m the owner or creator.
Creating Filter Groups
Add first filter
Create a basic filter condition.
Click AND/OR toggle
Choose how to combine with next filter.
Add more filters
Build up your query with additional conditions.
Group related filters
Click Add Group to create nested logic.
Set group operator
Choose AND or OR for filters within the group.
Filter Examples Example 1: My Open High-Value Opportunities Object : Opportunities Filters : Owner is Me AND Stage is any of ["Qualification", "Proposal", "Negotiation"] AND Amount > 50000
Use case: Focus on your most important active deals.Example 2: Overdue Tasks for My Team Object : Tasks Filters : ( Assigned To is any of [Team Member 1, Team Member 2, Team Member 3] OR Created By is Me ) AND Due Date is in the past AND Status ≠ "Completed"
Use case: Find tasks that need attention.Example 3: Tech Companies Added Recently Object : Companies Filters : Industry is "Technology" AND Created Date is last 30 days AND Status is "Active" AND Annual Revenue > 1000000
Use case: Track new high-value prospects.Example 4: Projects Without Deadlines Object : Projects Filters : End Date is empty AND Status is not "Completed" AND Created Date is before 2026-01-01
Use case: Find old projects that need deadline updates.Sorting Control the order records appear in views.
Adding Sort
Open sort menu
Click the sort icon in the view header.
Choose field
Select which field to sort by.
Choose direction
Pick ascending (A-Z, 1-9, oldest first) or descending (Z-A, 9-1, newest first).
Sort applies
Records reorder immediately.
Sort Examples Alphabetical: Sort by Company Name (A → Z)
Chronological: Sort by Created Date (newest first) Sort by Due Date (soonest first)
Numerical: Sort by Deal Value (highest first) Sort by Priority Score (lowest first)
Status Order: Sort by Status (custom order based on select options)
Multi-Level Sorting Sort by multiple fields:
1. Sort by Priority (High → Low) 2. Then by Due Date (soonest first) 3. Then by Company Name (A → Z)
Records with the same priority are sorted by due date, and same due date by company name.
Add first sort
Choose primary sort field.
Click Add Sort
Add a secondary sort condition.
Continue adding
Add more sort levels as needed (up to 3 recommended).
Reorder sorts
Drag sort conditions to change priority.
Sort Direction Ascending (↑):
Text: A → Z
Numbers: 0 → 9
Dates: Oldest → Newest
Boolean: False → True
Descending (↓):
Text: Z → A
Numbers: 9 → 0
Dates: Newest → Oldest
Boolean: True → False
Null Values Empty fields appear:
Ascending: At the endDescending: At the end
To show empty values first, create a filter group.
Saving Views with Filters and Sorting Save your filter and sort configuration:
Set up filters and sorting
Configure the view exactly how you want it.
Click view options
Open the view dropdown.
Save as new view
Choose Save as… to create a new view, or Save to update current.
Name the view
Give it a descriptive name: High Value Opportunities - My Active Deals Overdue Tasks - Team View Recent Tech Companies
The view saves your filters, sorting, columns, and other settings.
Quick Filters Temporary filters without changing the view:
Click the filter icon in a column header
Choose operator and value
Filter applies immediately
Click X to remove
Quick filters don’t save to the view.
Fast Filters These filter types perform well even with many records:
Select field equality (Status = “Active”)
Boolean checks (Is Active = true)
Relation equality (Owner = Me)
Simple date comparisons
Slower Filters Use these sparingly on large datasets:
Text “contains” searches
Relation field properties (Company.Industry = “Tech”)
Complex multi-level OR groups
JSON field queries
Combine fast and slow filters. Apply fast filters first to narrow results, then slow filters on the subset.
Best Practices
Instead of one view with changing filters:
Create separate views for common filters
Name them descriptively
Share with relevant team members
This is faster than rebuilding filters each time.
Prefer dynamic date filters: ✅ Good: Due Date is this week Created Date is last 30 days
❌ Avoid: Relative filters stay relevant without updates.
Combine filters efficiently
Structure filter groups logically: ✅ Efficient: Status is "Active" AND ( Owner is Me OR Created By is Me )
❌ Inefficient: ( Status is "Active" AND Owner is Me ) OR ( Status is "Active" AND Created By is Me )
Both work, but the first is cleaner and faster.
Choose sort orders that help your workflow:
Tasks: Due date (soonest first), then priorityLeads: Score (highest first), then created dateDeals: Stage (pipeline order), then valueProjects: Status, then deadline
When building multi-condition filters:
Start with one condition
Verify it works
Add another
Check results
Continue building
This prevents confusion from complicated queries. Troubleshooting Filters No Results Showing Possible causes:
Filters are too restrictive
No records match all conditions
Date filter using wrong format
Solution: Remove filters one by one to find the issue.Unexpected Results Possible causes:
AND/OR logic not structured correctly
Filter groups need parentheses
Field values are empty
Solution: Simplify filters and rebuild step by step.Possible causes:
Too many text “contains” filters
Complex relation filters
Large dataset
Solution: Use indexed fields (select, boolean, relations) when possible.Next Steps
Table Views Apply filters in table format
Kanban Views Filter kanban boards by stage
Workflow Automation Create workflows triggered by filter conditions
