Filters
You can filter records in the lists, calendars, and galleries in Creatio. The following tools can be used to search and filter records in sections:
- Quick filters
- Advanced filters
Quick filters
Creatio sections can have quick filters (Fig. 1). 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 about setting up quick filters in a separate article: Set up quick filter components. Further setup requires permissions to edit pages.
For example, the Calendar section of the Productivity app contains a quick filter as it is needed to analyze employee activity during a specified period of time.
Creatio saves the filter settings when the page is updated when you switch sections or log out and log back in to Creatio. To remove a quick filter by time period or lookup, click the 
button in its right part. To remove a custom quick filter, clear or select its checkbox depending on the filter settings.
Quick filter by time period
You can filter records by one date or date range, for example, to display the activities for the current or previous week.
The filter inclludes the presets by day, week, month, and quarter. You can also set a custom period by specifying its start and end dates using the built-in calendar.
Previous, current, and next week, month, and quarter are actual calendar weeks, months, and quarters. For example, if the previous month was December, then when you select the "Previous month" period in the Activities section, the activities will be displayed for the period of time between 1st and 31st of December.
To set up a custom filter period, select the start and end date of the period using the built-in calendar. You can open the calendar by clicking the start or end date of the period (Fig. 2).
Quick filter by lookup
Apply a filter by lookup to display records by one or more lookup values. For example, in the Calendar section of the Productivity app, the filter displays records by activity participants.
To view data by one or more values, click the filter select the needed values in the drop-down menu.
Custom quick filter
You can use a filter in the form of a checkbox that applies or cancels a preconfigured condition. For example, the Calendar section of the Productivity app has a filter that displays closed activities. To manage this filter, select or clear the checkbox.
Advanced filters
If you want to apply a more complex filter that has multiple search parameters and conditions, use folders to create advanced filters or apply a pre-configured static filter to the list, calendar, or gallery if you have permissions to use Freedom UI Designer. Learn more: Folders, Static filters