Filtering helps you cut through busy databases and focus on the work in front of you. Show only the rows that match what you need, like open tasks, active deals, or records assigned to you.

Why Use Filtering?

Focus faster - Hide everything that is not relevant to the job you are doing
Build cleaner views - Create focused views like My Tasks, This Week, or Open Deals
Reduce mistakes - Working from a filtered view makes it easier to update the right rows

Getting Started

Open any database view and click the Filter button in the view toolbar. Choose a property, pick a condition, and enter the value you want to match. A simple first filter is Status is In Progress.

Adding a Filter

Click Filter and choose the property you want to use, such as Status, Due date, Priority, or Owner. Then pick the rule that fits, like is, contains, before, or after.

Your view updates right away. To remove a rule, open Filter again and delete it from the list.

Filter Types by Property

Different properties give you different filter options. Text fields usually support rules like contains, select fields often use is, and date fields usually include before, after, or relative options like today and this week.

Number and formula properties are useful when you want to show rows above, below, or equal to a value. If you are not sure which rule to use, start with the simplest match.

Combining Multiple Filters

Use more than one filter when a single rule is too broad. For example, show rows where Status is Open and Due date is This week to create a focused work queue.

Stacking filters is useful for saved views because it turns one database into several practical workspaces. Keep each view tied to a real job, like follow-up or review.

Tips

Start broad, then narrow - Add one filter first, then layer in more rules only if you need them
Match the property type - Use date filters for timelines and select filters for clean categories
Name views by outcome - Views like Late Tasks or Deals Closing Soon are easier to trust later
Avoid over-filtering - If rows disappear unexpectedly, remove one rule at a time to find the blocker