Filter conditions

Filter and sort options define which records appear in a custom list and the order in which they are displayed.

Condition elements

You can create custom lists from the My Lists page to quickly access a filtered and sorted set of portfolio records.

Table 1. Condition elements

Field	Description
Field	The record field to filter on, such as Business Unit, Company, or Application type.
Operator	Defines how the selected field is evaluated against the value.
Value	The value that the selected field is compared against.

Logical operators

You can combine multiple conditions using logical operators to create more precise filters.

Table 2. Logical operators

Operator	Description
AND	Includes records that meet all specified conditions.
OR	Includes records that meet any of the specified conditions.

Filter operators

The following operators are available when defining filter conditions.

Table 3. Filter operators

Operator	Behavior
is	Includes records that exactly match the specified value.
is not	Excludes records that match the specified value.
is not anything	Includes records where the selected field has no value.

Sort by options

Sorting controls the order in which records are displayed in a custom list. You can sort records by one or more fields.

Sort order behavior

When multiple sort fields are defined, records are sorted using the fields in the order they appear in the Sort by section.

Table 4. Sort order options

Order	Behavior
Ascending	Displays records from lowest to highest value, such as A to Z.
Descending	Displays records from highest to lowest value, such as Z to A.