Using the Filter Builder

Opening the Filter Panel

From any list page, click the Filters button in the toolbar to show or hide the filter panel. When active, the filter builder appears above the results, allowing you to construct complex queries visually.

Adding a Filter

To add a filter:

1. Click Add Filter in the filter panel
2. Select the field you want to filter on (e.g. 'Email', 'Status', 'Date of Birth')
3. Choose a comparator that defines how to match (e.g. 'contains', 'equals', 'is after')
4. Enter the value to compare against

Results update immediately as you add or modify filters.

Comparators by Field Type

The available comparators depend on the type of field you're filtering:

Text Fields

• equal / notequal — Exact match or exclusion
• contains — Text includes the value anywhere
• startswith / endswith — Text begins or ends with the value
• empty / notempty — Field has no value or has any value

Number Fields

• equal — Exactly matches
• greater / lesser — More or less than the value
• between — Falls within a range (uses two values)

Date Fields

• datetoday — Matches today's date
• datebefore / dateafter — Before or after a specific date
• datebetween — Within a date range
• datenext / datepast — Within the next or past N days
• anniversarynext — Anniversary falls within the next N days (ignores year — perfect for birthdays)

Collection Fields

• in / notin — Value is or isn't in a specified set
• empty / notempty — Collection has no items or has items

Combining Filters with Operators

When you have multiple filters, they are combined using a logical operator:

• AND — All conditions must be true (narrows results)
• OR — Any condition can be true (broadens results)
• NOR — None of the conditions should be true (excludes results)

Click the operator label between filters to toggle between AND, OR, and NOR.

Nesting Filter Groups

For complex queries, you can nest filter groups. For example, to find 'active people in Sydney OR Melbourne who are over 18':

1. Set the top-level operator to AND
2. Add filter: status equals 'active'
3. Add filter: age greater than 18
4. Add a sub-group with operator OR
5. Inside the sub-group: city equals 'Sydney', city equals 'Melbourne'

This creates the logic: (status = active) AND (age > 18) AND (city = Sydney OR city = Melbourne).

Saving Filters as Smart Lists

Once you've built a useful filter, click the Save button below the filter panel to save it as a smart list. This preserves your filters, search terms, columns, and sort order so you can re-access the same view instantly. See the Smart Lists documentation for more detail.

Resetting Filters

Click Reset to clear all active filters and return to the default unfiltered view.

Viewing API Code

Click API Code below the filter panel to see the REST API request that matches your current filter configuration. This is useful for developers building integrations or custom interfaces that need to query the same data.

FAQs