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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.

Operators by field type

The operator list changes with the field you pick:

Field typeOperators
Text and EnrichmentContains, Does not contain, Is, Is not, Is one of, Is none of, Is empty, Is not empty
NumberEquals, Does not equal, Less than, Less than or equal, Greater than, Greater than or equal, Is empty, Is not empty
DateIs, Is not, Is before, Is after, Is on or before, Is on or after, Is between, Is empty, Is not empty
BooleanIs true, Is false, Is empty, Is not empty
JSONContains, Does not contain, Has any of, Has all of, Has none of, Is exactly, Is empty, Is not empty

For Is one of, Is none of, and the Has operators, separate values with commas: Acme, Globex.

Enrichment fields filter on the value shown in the cell, like text. Lookup formulas that return text or a number filter like text or number fields.

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

Filter by date

Type dates as YYYY-MM-DD, for example 2026-03-31. Is between takes a start and an end joined by two dots: 2026-01-01..2026-03-31. Both days are included.

With Is, you can also type a relative date instead of a day. Relative dates move with the calendar, so a saved view called "Closing this month" stays current without editing.

Type thisMatches
today, yesterday, tomorrowThat one day
past_7_daysToday and the 6 days before
next_2_weeks14 days starting today
past_3_months, next_1_yearsThe same pattern in months or years

Counts run from 1 to 1,000, in days, weeks, months, or years. Dates are compared in UTC for now.

Filter JSON lists

JSON fields often hold a list, such as tags imported from a CSV. Has any of matches rows whose list includes at least one of your values. Has all of needs every value, Has none of excludes them, and Is exactly matches the whole list.

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.

Most formula fields cannot be sorted. Lookup formulas that return text or a number sort like stored fields.

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?
Most formula fields are computed on the fly and cannot be sorted. Lookup formulas that return text or a number can be sorted and filtered.
Does a relative date like past_7_days update by itself?
Yes. It is worked out again each time the view loads, so a saved view always shows the last 7 days from today.