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Version: 8.2All Creatio products

Filters

You can filter records in the list for sections and details in Creatio. The following tools can be used to search and filter records in sections:

  • Quick filters
  • Advanced filters

To manage filters, you need to use the freedom UI designer.

Quick filter

Certain sections in Creatio can have quick filters. You can use a quick filter to filter data by the most frequently used conditions of date/time, by lookup, or by a created, custom condition. Learn more in a separate article: Set up quick filter components.

Advanced filter

If you want to apply a more complex filter with several search parameters and conditions, use folders to create advanced filters. Learn more: Folders.


See also

Tags

Folders

Excel data import

Excel data export