Add a filter to a custom data table view

To add filters to a custom data table view:

  1. Select your custom data table view, and click on the edit this data table view button. 

  2. Click the Add a Filter to this View link to add a filter to this custom data table view.

  3. Make a selection in the Fields drop-down menu.
  4. Select equals or not equal in the Operation drop-down menu.
  5. Select Criteria.
  6. Click Save Filter.

The example above is what it would look like to create a custom filter for all submitted forms assigned to a specific volunteer.

This custom view is now available to quickly select in the data table as Views: Assigned to Michelle


Edit a data table view filter

You can edit a filter to change the operation, criteria, or even the field itself.

Edit icon:

to edit a data table view filter:

  1. Click the Edit this filter icon next to the filter you want to modify.
  2. Select the Field from the Fields drop-down menu.
  3. Select the Operation in the Operation drop-down menu.
  4. Enter or select the Criteria status.
  5. Click Save View Filter.

Remove a filter from a data table view

To remove a filter from a view click the Delete this filter button next to the filter you want to remove.

Delete icon:



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