Data Operations
Sort, filter, group, and search your data — quickly find the information you need.
Table of Contents
· [Search](#search)
· [Sort](#sort)
· [Filter](#filter)
· [Group By](#group-by)
· [Hide Fields](#hide-fields)
· [Row Height](#row-height)
· [Field Summary](#field-summary)
Search
Quickly search for records by field values:
Global Search
1. Click the 🔍 icon on the toolbar or use the keyboard shortcut Ctrl/Cmd + F
2. Enter your search keywords
3. Results are highlighted directly in the table
Field-specific Search
4. Open Search → select a specific field from the dropdown
5. Enter the value to find
6. Search is limited to the selected field
💡 TIP: Search helps you find records quickly but only highlights results — it doesn't filter the view. If you want to show only matching records, use **Filter** instead.
Sort
Sort records by one or more fields:
Add a Sort
7. Click the Sort button on the toolbar
8. Select the field to sort by
9. Choose the order: Ascending (A→Z, 1→9) or Descending (Z→A, 9→1)
Multi-level Sort
Sort by multiple criteria — the second sort applies within groups of records with identical first-sort values:
10. Click Sort → + Add Sort
11. Select the field and order for each level
Multi-level Sort Example: ────────────────────── Sort 1: Status (Ascending) → Active → Inactive → Pending Sort 2: Created Date (Desc) → Newest first within each Status group
Remove Sort
· Click the ✕ icon next to a sort rule
· Or click Clear All to remove all sorts
📝 NOTE: Sort configurations are saved per view. Sorting in Grid View 1 does not affect Grid View 2.
Filter
Filter records to display only data matching specific conditions:
Add a Filter
12. Click the Filter button on the toolbar
13. Select the field to filter
14. Choose the operator
15. Enter the filter value
16. Records not matching the condition are hidden
Common Operators
Operator
Description
Applies to
is equal
Exactly matches value
Text, Number, Select
is not equal
Does not match value
Text, Number, Select
contains
Contains substring
Text
does not contain
Does not contain substring
Text
is empty
Cell is empty
All
is not empty
Cell has a value
All
is greater than
Greater than
Number, Date
is less than
Less than
Number, Date
is within
Within range
Date
is like
Pattern matching
Text
Combining Multiple Filters
Use AND / OR logic to combine multiple conditions:
Logic
Description
AND
All conditions must be true
OR
At least one condition must be true
Combined Filter Example: ────────────────────── Filter 1: Status IS "Active" AND Filter 2: Revenue IS GREATER THAN 1000000 AND Filter 3: Region IS "Ho Chi Minh" → Result: Shows only Active customers in HCM with revenue > 1M
Filter Groups (Nested Conditions)
Create nested condition groups for complex logic:
(Status IS "Active" OR Status IS "VIP") AND (Region IS "Ha Noi" OR Region IS "Ho Chi Minh")
Group By
Group records by field values to display data by category:
Add a Group
17. Click the Group button on the toolbar
18. Select the field to group by
19. Choose the group order (Ascending/Descending)
Multi-level Grouping
Create nested groups with multiple levels:
Group Level 1: Department ├── Engineering │ Group Level 2: Position │ ├── Senior Developer (3 records) │ └── Junior Developer (5 records) ├── Marketing │ ├── Manager (2 records) │ └── Specialist (4 records) └── Sales ├── Lead (1 record) └── Representative (6 records)
Features in Grouped View
· Collapse/Expand: Collapse or expand each group
· Count: Display the number of records in each group
· Summary: Display aggregates (Sum, Avg...) per group
Hide Fields
Hide unnecessary fields in the current view:
20. Click the Fields button on the toolbar
21. Toggle each field on/off
22. Drag & drop to reorder field display
📝 NOTE: Hiding a field only affects the current view — data still exists and can be accessed via other views or the API.
Row Height
Adjust row height to show more or less content:
Option
Description
Short
Compact, shows only 1 line of text
Medium
Moderate, shows 2-3 lines
Tall
Tall, shows more content
Extra
Very tall, shows maximum content and attachment previews
Field Summary
Display aggregate information in the table footer:
Function
Description
Applies to
Count
Count records
All
Count Empty
Count empty cells
All
Count Filled
Count filled cells
All
Count Unique
Count unique values
All
Sum
Total sum
Number
Average
Average value
Number
Min
Minimum value
Number, Date
Max
Maximum value
Number, Date
How to use:
23. Click on the footer cell of the desired field
24. Select an aggregation function from the dropdown
25. Results are displayed directly in the footer
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