To create a filter for your app data, click on the arrow next to the name of the field that your wish to filter. From the drop-down menu, select the type of filter (Filter by condition/Filter by value) that you'd like to apply and click on Submit. You can also Sort records from here.

Filter by condition

You can run the following conditional filters in Orgzit apps:

Filter by value

You will be shown a list of different values that exist under the chosen field. Check the boxes against the values for which you wish to see records.

This video can be your guide to filtering your data.

Sort

Use Sort A-Z to sort your records in ascending order, or Sort Z-A to sort your records in descending order.

Clearing filters

To remove all filters from your records, go to the Filters button and click on Clear Filter.

Watch this video to clear a filter from your records.

Saving a filter

First, apply the filter or filters that you'd like to save. Then go the Filters button, click on Save Filter, enter a name for the filter, and hit Submit.

Watch this video and save your filters easily.

Viewing saved filters

To view a saved filter, go to the Filters button and click on the relevant filter from the drop-down list of saved filters.

Here is a video guide to viewing saved filters.

Deleting saved filters

To delete a saved filter, go to the Filters button and click on the trashcan next to the filter name from the drop-down list of saved filters.

Here is how you can delete a saved filter

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