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Search/Filter/Sort Records

You can search, filter, and sort the records in the worksheet.

Search Records​

Searching is the most common means of locating data, where typing in a keyword brings up a list of matched records.

Fields that can be searched

  • Only fields of enterable text type can be searched, such as Text, Telephone, Email, ID Number, Relationship (single row), Foreign (storage only), except Rich Text.

  • Fields of selection type can help to filter records quickly: such as Time, Members, Department, Region/City, Single Selection, Multiple Selection, and so on.

  • Number, Amount fields cannot be searched, but can be filtered.

Filter Records​

Each user can customize the filter and save it for later use.

The data being filtered is the data visible to the current user in the view.

1. Create a filter​

1.1 Click [Add New Filter/Condition Group]​

Select the fields to be filtered and set the filter criteria.

1.2 Continue to add filtered fields and set [And/Or]​

If you want to set more than one condition, first you need to choose whether the relationship between conditions is [And] or [Or].

When setting a condition group, [And/Or] can be selected at the same time.

More details about filtering fields

1.3 Save the filter​

  • Set a name for the filter

  • Set it as a personal or public filter

  • Save

2. Type of the filters​

  • Public Filter

    Filters created by APP Admin are visible to all members of the worksheet. Worksheet owner and members can modify filters and can change public filters to personal filters (once changed, the filter is visible only to the creator).

  • Personal Filter

    Members can create personal filters, visible only to the creator. Only APP Admins and worksheet owner can change their personal filters to public filters.

3. Delete/Rename/Modify/Copy/Sort Filters​

Sort Records​

Only in the grid view you can sort the records. Click the name of the field to sort the data in this column, and click again to reverse the sorting. Sorting is invalid after refreshing.

Statistics​

For a column of data, you can count the sum, average, maximum value, minimum value, etc. The statistics will be remembered and will not change after refreshing.

For the fields like [Number] and [Amount]: sum, maximum, minimum

For other fields: filled (number of records with content), not filled (number of unfilled records)

This feature is only available in the grid view.

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