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