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Search and filter data in data list

Search/filter in Yeeflow data lists via customizable user filters. Admins set up for efficient data navigation and analysis.

Updated over 9 months ago

Users can search data in a data list by selecting the filter conditions.

Note

The fields that users can use to filter will be limited with the pre-configured user filter fields. To provide more filter options, data list admins change the settings of user filters.


Set user filters in the specific view

Please note that the filter setting only effect on the current view. As a list admin, you may consider set filters for each view.

Click "Edit view" from the more options button:

From the view settings page, Click Settings button in the user filters section:

Select the fields from left fields list to add to the selected fields on the right:

You can change dragging the item to change the display orders of selected fields, or remove the selected fields by clicking the close button at the end of each item. Click OK to save your settings.

Then, get back to your list, and click filter button, You should be able to see the selected fields in the dropdown list.


Set data filters in the specific view

As the admin of this data list, you can set the data filters condition. Data filters help to filter the records which will be included in this view.

For example, if you want to create a personal view, which will also include the records created by the current user, then you can set the data filters like below:


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