##### Basic Tasks

# Sorting and Filtering Object Lists

This topic is organized in the following manner:

- Sorting Object Lists

- Filtering Object Lists

- Removing a Filter from a List

- Filter Window—Basic Criteria

- Filter Window—Advanced Criteria

Note: For information about filtering lists that include interactions, see Filtering Interaction Lists Overview.

## Sorting Object Lists

To sort an object list, based on the value of one field that is included on the list pane, click the corresponding table column heading in list view.

To sort an object list, based on the values of multiple fields:

1. Display the appropriate object list on the list pane. For further information, see Displaying Object Lists and Objects Overview.

2. Click the list pane Actions button and select Advanced Sort.

3. In the Advanced Sort window, select the appropriate sort fields, and then click OK.

Note: All sort settings will be removed when you navigate to a new view. If you frequently sort a particular view, add the sorted view (list) to the Quick Dashboard. Then each time you click the Quick Dashboard entry, the view will be appropriately sorted. For further information about the Quick Dashboard, see Quick Dashboard Tasks.

### Advanced Sort Window

First Field | Select the first sort field and sort direction.
Second Field | If necessary, select the second sort field and sort direction.
Third Field | If necessary, select the third sort field and sort direction.
OK | Click to submit the sort request and close the window.
Cancel | Click to cancel the sort request and close the window.

## Filtering Object Lists

You can use the Filter window to filter object lists, based on the values of one or more fields (properties).

Notes:

- For information about filtering lists that include interactions, see Filtering Interaction Lists Overview.

- All filtering will be removed when you navigate to a new view. If you frequently filter a particular view, add the filtered view (list) to the Quick Dashboard. Then, each time you click the Quick Dashboard entry, the view will be appropriately filtered. For further information about the Quick Dashboard, see Quick Dashboard Tasks.

### Displaying the Filter Window

1. Display the appropriate object list on the list pane. For further information, see Displaying Object Lists and Objects Overview.

2. Click the list pane Actions button and select Filter.

3. In the Filter window, define and apply a filter, using the information below. For detailed information about defining the filter criteria, see Filter Window—Basic Criteria and Filter Window—Advanced Criteria.

4. Click OK to submit the filter request.

## Removing a Filter from a List

- Click the list pane Actions button and select Show All.

## Filter Window—Basic Criteria

Basic Criteria | Select to quickly perform a search based on relatively simple, predefined criteria. When Basic Criteria is selected, the Filter window displays a set of drop-down lists of commonly searched fields (properties) for the view. Select one or more predefined values and/or ranges, or enter values in the criteria boxes. The search will return all objects that contain the criteria that you specify. For example, if you specify the letter S in the User Name field, the search will return all user names that contain either S or s, such as: User01, Supervisor_02, and Person0005. Note: The search is not case sensitive.
OK | Click to submit the filter request and close the window.
Cancel | Click to cancel the filter request and close the window.

## Filter Window—Advanced Criteria

Use the Advanced Criteria setting to define a filter that contains extensive and diverse criteria.

Note: Multiple criteria searches are executed in the order that you specify the criteria. If you change the order of the criteria, you change the order of filtering.

Advanced Criteria | Select to define filters based on extensive and diverse criteria. When Advanced Criteria is selected, the Filter window includes a list of criteria, with each entry containing a field, a condition, and a precisely defined value.
Search for | Select either and (AND) or also search for (OR) as the search condition.
Field | Select the appropriate field.
Condition | Select the appropriate logical relationship between the field and value. Conditions include: Contains, Doesn't contain, Equals, Not Equal To, Is Empty, and Is Not Empty.
Value | Enter or select the appropriate value.
Up | Move the selected criterion up one position in the criteria list.
Down | Move the selected criterion down one position in the criteria list.
Update Criteria | Select a criterion from the list, change one or more parameters, and then click Update Criteria to commit the change to the criteria list.
Add Criteria | Click to add the specified filter criterion that you have specified, to the list of filter criteria.
Delete Criteria | Click to delete the selected filter criterion.
OK | Click to perform the search.
Cancel | Click to close the Filter dialog box without searching. The filter that you have created will be deleted.

For an overview of the user interface controls, see Major Areas and Controls.