Filtering and sorting results in mobile

Use mobile filter capabilities within list, map, and calendar screens to help you search for specific data and streamline your results. Sorting lets you define how to view the filtered results.

Before you begin

Role required: user

Procedure

1. Tap the filter icon () to filter your records.
2. Apply filtering and sorting options to your list by performing the following actions.

   Select the category or categories you want to filter. Your administrator decides which categories are available. Note: If only one category is defined, the instance does not present the option to select categories. To see the filter conditions and sorting options that are common between all the displayed categories, tap All.
   Select Sort by to display a list of options by which you sort your filtered results.
   Select how you want to view your filtered results. Your administrator sets the default value. After you make your selection: Tap the back button () to return to the filtering options. Tap Apply to apply your filtering and sorting selections.
   For date fields, tap the date field to display a calendar interface. The following actions are available: Swipe to the left or right to view previous or future months. To select or de-select a date, tap the day. To search a date range, tap a day, then tap a second day. The filter searches for dates matching that range.
   For fields where you must select a value rather than enter a value, the available options display as check boxes. Tap one or more options to select or de-select, and then tap Apply.
   Select Apply, after you define your filtering and sorting options.

3. Optional: Bookmark your filter and sorting selections for easy access. See, Mobile saved views.