Edit or create personal views using advanced grid filters

Use the advanced filter options to create a personal view to see the records that are important to you. The advanced filter options let you create a wide range of views from simple to complex. It also lets you add grouped and nested conditions to the filters.

Note

  • The advanced filter option is available only in English language versions. We plan to support more languages in future releases.
  • The advanced filter option on the Queues entity does not work and displays this error messsage: We are unable to display the filter conditions for this view.
  • In the Unified Interface grids do not prepopulate column filters based on the current view definition.
  • Public views created in Power Apps that include Contains data or Does not contain data filters will not appear in the list of saved views in Advanced Find.

When you create and save a personal view, it appears in your list of personal views under My Views.

Personal views

See the current view definition

To see which filters were applied to the current view, select a view and then select Filter Filter icon. This opens expression builder and displays the default view definition.

Current view definition

Add conditions to filters

  1. To edit the current view and add more filters, select a view and then select Filter Filter icon.

  2. On the Advanced filters screen, use the expression builder to add conditions to filters. For more information on how to add conditions, see Add conditions to a filter.

  3. When you're done, select Apply.

    Add filters

Add grouped or nested conditions

To drill down further into your data, you can add grouped or nested conditions to the filters. For more information, see Add a group condition to a filter.

Add a group or nested condition

Clear filters

To clear filters that were applied and reset the view back to the original definition, select Clear filter Clear filter icon.

Save your personal view

An asterisk next to a view name indicates the view has not been saved.

Unsaved view

  1. To save a personal view, on the command bar select More More icon.

  2. Select Create view > Save filter as new view.

  3. On the Save as new view dialog box, type in a name and description for the view and then select Save.

  4. The view will appear in your list of personal views under My Views.

    Save a personal view