Lists & filters

You can use different filtering options for displaying data, e.g. in Contacts, Deals, or Products.

Filters

There are different filters for almost every tab of your project. In order to use it, just choose a filter, add conditions and click Apply.

filters.png

In order to create a new filter, you have to create a new custom field. It can be then edited. There is no option to modify predefined filters.

To see the new custom field in the list of filters you need to edit it and check Used as a filter in.

Lists

In Options, you will see two interesting features: group results by and list style. They both help you view results in different ways.

Let's say you want to group Contacts by Job title and sort them ascending by Created. Choose these options from dropdowns and click Apply. Additionally, you can view results as a table or cards (a little bit similar to Agile cards), or just leave it as a default excerpt list.

When you choose to view list results as a table, there will be an additional option you can use - adding/removing columns. Here you can decide which columns would you like to see. Click on a column from Available columns and move it using horizontal arrows to Selected columns. By using vertical arrows you are able to move selected columns between each other.

columns.png

After you add all changes you want, please click Apply to see them below. You can also save them as new queries just by clicking on the Save link next to Apply and Clear.

Note: Saving custom queries is available only in the PRO version.

Name your new query and decide about visibility - should it be private, visible to certain roles only, or visible globally. Also, you can make this query available for all projects. Below you are able to edit the settings of your query. After all click Save.

new query.png

Similarly to creating a new board, it will be visible in the right sidebar, depending on its visibility - only for you (under My custom queries) or other people (Custom queries).

queries sidebar.png

Also, it is worth mentioning, that you can permit creating/editing custom queries to any role - just go to Administration - > Roles and permissions and check appropriate fields in. To read more about granting permissions click here.

Additionally, some of the content types have additional list styles like the calendar or pipelines for Deals.

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