Lists display the information in columns. You use the settings in the column heading to sort and filter.
- Click the down arrow in the column heading (to the right of the column name) to sort that column in ascending order. Or click the up arrow in the column heading to sort the column in descending order.
The sort order that has been applied displays in bold.To restore the original sort order, click again on the arrow that displays in bold.
Any column that can be filtered displays a Filter dot in the column heading (to the left of the column name). In the following example, a filter can be applied to Type, Client or Year. When the Filter dot is grey, no filters have been applied to that column.
To display and change filters:
- Click the heading name.
The Add/Remove pop-up displays.
- To add a filter, click the - (minus).
Any filters that have been applied display with a green tick. The following example shows the filter for the Document Type where Email has been selected.
You can also use the search at the top to search for the value on which to filter.
- To remove a filter, click the green tick icon.
To clear all the filters, click the clear link at the bottom.
The following example shows the Add/Remove Filter for the Client column. This includes the client Email for extra information.
You can also click the No Client switch to set this to "On" and filter for documents that do not have a client assigned.
- Click OK to apply the filters for that column.
You can apply filters to more than one column.
- On the list, when a Filter dot is green, filter(s) have been applied to that column.
Filtering on a Date
For a date column, you can enter a date range as the filter.
Other Filter Options
If relevant for a list, there may be other options in the filters. For example, in the Assignee column for Tasks lists, this has a switch for "Unassigned Only" to display only tasks that have not been assigned to a user.
Clearing Column Filters
To clear any of the column filters you have applied, click the View Tools button which is at the end of the column headings, on the right-hand side of a list. Click Clear Search.
You can configure the number of documents/tasks that display in a list. This can be selected as 25, 50 or 100 in the per page drop-down. The more documents/tasks included in a page, the more time it takes load the information.
You can save the changed layout using Save View. Refer to Custom Views - Saving Changes to the View Layout.