Skip to main content
Sign inDownload

Filters & sorts

Narrow which rows you see, then order them. Filter and Sort live in the table toolbar, left of Fields. The status bar shows how many rows remain after a filter (visible/total).

Filter Company contains Acme, then sort Company Z → A. Status bar shows the filtered row count.

Overview

Filters hide rows that do not match your conditions. Sorts reorder the rows that are still visible. Both apply to the active view. They do not copy or delete data.

Agents can apply the same kind of lens through MCP. You do not need to learn a separate query language for everyday table work.

Set up

  1. Open a table.
  2. In the toolbar, click Filter or Sort (left cluster: Search → view → Filter → Sort → Fields).
  3. Watch the status bar: filtered tables show something like 3/5 rows.

Use filters

Add a condition

  1. Open Filter.
  2. Pick a field (Where).
  3. Pick an operator (for example contains, is empty, equals).
  4. Enter a value when the operator needs one.
  5. Click Apply.

Add another condition when you need it. Clear removes the active filter.

What you can filter on

Common operators depend on the field type:

Kind of fieldExamples of operators
Textcontains, equals, is empty
Numberequals, greater than, less than
Checkboxis true / is false
Listsis any of

You can combine several conditions. Today that is one flat group (all must match, or any may match), not nested groups.

Use sorts

  1. Open Sort.
  2. Choose a field and direction (A → Z or Z → A).
  3. Add up to two more keys if you need a tie-breaker.
  4. Apply.

Formula fields cannot be sorted. Pick a stored field instead.

Tips

  • Save a view when you want the same filter and sort again tomorrow.
  • Row counts belong in the status bar, not the toolbar.
  • Clearing filter or sort is local to the view. It does not rewrite your rows.

FAQs

Does changing filter or sort create a version history entry?
No. Changing filter or sort on the active view does not write Version control. Creating, renaming, or deleting a view does.
Will agents see the same filtered rows I see?
Agents can use the same filter and sort rules as the grid. If counts look wrong, ask in chat which view or filter is active.
Why is Sort greyed out for a formula field?
Formula fields are computed. Sort only works on stored fields today.