top of page

Search/Filter or Sort

Updated: Dec 30, 2022

Users can search/filter on any column in DataGrows.


There are a few ways to do this:

  1. Search/Filter

  2. Right-click in a field.

  3. Sort

  4. Advanced Filter

You can also:

5. Edit or Remove an Active Filter

6. Save a Filter for Future Use


1. Search/Filter


To search/filter:

  • Click on the three-dot menu next to the column name.

  • Go to Filter

  • Add the name you would like to filter on in the Filter field

  • The filter defaults to 'Contains', but you can select another option from the Filter dropdown.

  • Click Apply

Click here to see how you can edit or remove a filter once you are done.


2. Right-click in a field.


If you right-click on any field in a column, you will see two options.

  • Filter on 'the name in the field': This will filter on all records containing the exact name you have right-clicked on.

  • Filter on similar: This will filter on records containing a similar name to the one you have right-clicked on, even if some information has been added.




For example:


If you right-click on Chris in the Client Name column, then:


Select Filter on “Chris”. All records with Client Name = “Chris” will be returned.


Select Filter on similar. All records containing “Chris” in the Client Name will be returned, such as Chris Smith or Chris Naude.


3. Sort


Sort will allow you to sort Ascending or Descending.


To Sort:

  • Click on the three-dot menu next to the column name.

  • Go to Sort

  • Select Ascending (A-Z) or Descending (Z-A).



4. Advanced Filter


Once you add a filter, you can make the filter more complex. We call this the Advanced Filter. It will allow you to apply 2 filters on one column or filter on complex scenarios over multiple columns.


You can also save a filter for future use on your own browser or as a global preference for your entire team to see.


To activate the advanced filter option:


  • On an active filter: Click on the filter icon in the top right corner.



  • On a new filter: Click on the three-dot menu next to the column name. Then go to Filter

  • Next, check the Advanced filter checkbox.

  • Now you can apply your filters by using the 'ADD FILTER' and 'ADD GROUP' buttons.


When to use 'ADD FILTER'


Use 'ADD FILTER' when you want to apply multiple filters to one column or if you want to apply one filter per column to multiple columns.


Example: Two filters on the same column: Entity Type = PTY LTD or PLC


Let's say you are trying to filter on the Entity Type to show all PTY LTD or PLC entities.


  • Start by creating a new filter on the Entity Type column.

  • The Column name field will default to Entity Type and the filter dropdown to Contains.

  • Type PTY LTD into the Filter field.

  • Check the Advanced Filter checkbox

  • To add the next filter, click on 'ADD FILTER.'

  • Select 'OR'.

*Side Note:

Use 'AND' if you want records where both conditions apply.

Use 'OR' if you want records where the first or the second condition applies.

  • Then change the Column name to 'Entity Type'

  • The filter dropdown will default to Contains.

  • Add PLC in the Filter field.

  • Click APPLY


You could use the same steps across two columns, for example, where the Entity Type is PTY LTD AND the Status is Active.

When to use 'ADD GROUP'


Use 'ADD GROUP' when you want to apply a filter to one column and multiple filters to another column. *Essentially, to group a set of conditions like you will use brackets.


Example: Entity Type = PTY LTD, Status = Active or Pending


  • Start by creating a new filter on the Entity Type column.

  • The Column name field will default to Entity Type and the filter dropdown to Contains.

  • Type PTY LTD into the Filter field.

  • Check the Advanced Filter checkbox.


  • Next, add a new group by clicking on 'ADD GROUP.'

  • Select AND

  • Then click on 'ADD FILTER'

  • Select Status from the Column dropdown

  • Select Equals from the Filter dropdown

  • Type Active into the Filter field

  • This will have added your second filter

  • Next, click on 'ADD FILTER' again

  • Select OR

  • Select Status from the Column dropdown

  • Select Equals from the Filter dropdown

  • Type Pending into the Filter field

  • Click APPLY



5. Edit or remove an Active Filter


An Active Filter will show as an icon in the top right corner.



To clear the filter:

  • Click on the x. Once the icon disappears, all filters have been removed.

To edit the filter:

  • Click on the Applied filter icon in the top right corner

  • The filter screen will open again.

  • Make the required changes

  • Click Apply


6. Save a Filter for Future Use


You can save a filter for future use. The filter can be saved on your own device or as a global preference.


To save a filter:


  • Click on the filter to open the edit screen

  • Check the Advanced Filter checkbox

  • Add a name in the Title field

  • If you leave the Global Preference checkbox unchecked the filter will only save on the device and browser you are currently working on. If you check the Global Preference checkbox before saving, this filter will be saved for all users on your database to use and edit.

  • Click SAVE & APPLY

  • To access a filter after it has been saved

  • Click on Filter in the top menu bar

  • Then select the filter you want to apply


68 views

Recent Posts

See All
Post: Blog2 Post
bottom of page