Sort, filter, group, and search
Use the table toolbar to find exactly the records you need. Sorting, filtering, and grouping change only what you see in the current layout. To save a filtered list that everyone can use, create a View.
Sort
- Click the Sort icon (↑↓) in the toolbar.
- Choose a field and the direction (ascending or descending). Add more sort rules if you need them.
Shortcut: click a column header and choose Sort ascending or Sort descending.
Filter
- Click the Filter icon (funnel), or press Shift+O.
- Click + Add condition, then choose a field, an operator, and a value.
- To combine conditions with AND/OR logic, click + Add condition group.
- Click Clear all (or press Shift+F) to remove all filters.
Operators
The operators you can pick depend on the field type:
| Field type | Operators |
|---|---|
| Text, Email, Id… | contains, does not contain, is, in, is not, starts with, ends with, is empty, is not empty |
| Select | is, is not, contains, does not contain, in, is none of, is empty, is not empty |
| Number | = , ≠ , > , < , ≥ , ≤ , between, is empty, is not empty |
Filter by a linked table (Linked filter)
A Linked filter filters records by a field on a related table. For example, on Orders you can show only the orders whose Customer has the Status Lead, even though Status lives on the Customers table.
The Linked filter button is in the Filter panel, next to + Add condition group. It only appears on tables that have a Reference field to another table.
- Open the table and click the Filter icon (funnel).
- Click Linked filter.
- Under Select linked table, pick the reference field, for example Customer (Customers).
- In the blue linked block, choose a field from the linked table (for example Status), an operator, and a value (for example Lead).
- To remove it, click × on the linked block.
Save and reuse filters
- Save filter: saves the current filter so you can apply it again later.
- Saved filters: applies a filter you saved earlier.
Group
- Click the Group icon (layers), or press Shift+G.
- Choose the field to group by, for example Customer or Status.
- Records are shown under collapsible group headers.
Search
- Click the Search icon (magnifier) in the toolbar to search the records in this table.
- Press / to jump to search.
- Press ⌘K / Ctrl+K to search across pages, tables, and commands in the whole app.
Locate a column
Wide table? Click the Locate column icon (target), type the column name, and ERP•AI scrolls straight to it.
Show or hide columns
Go to ⋯ → Property visibility to choose which columns appear, or click a column header and choose Hide column.