How to Search and Filter Records in a Database

Searching and filtering records in a Database allows you to quickly and accurately locate information, improving data visualization and analysis.

1st Step: Accessing the Databases Module

In the upper left side menu, click “Databases” to open the list of databases.

Select the desired database to view its records.

2nd Step: Searching Records

At the top of the records list, type in the “Search For...” field the term you want to find, such as name or custom field values.

Pressione "Enter" or click the “Search” button represented by the magnifying glass icon to apply the search.

3rd Step: Filtering Records

1. Click the “Filter” button represented by the funnel icon in the upper right corner of the “Databases” bar.
2. In the “Filter” modal, configure:

• Field: select “Name”, “Owner”, or any custom field.
• Operator: choose between “Equal”, “Not Equal”, “Contains”, “Does Not Contain”, etc.
• Value: enter the comparison criteria.

    1. Click “Apply Filter” to display only the records that match the criteria.

Best Practices:

• Combine search and filters to refine results quickly.
• Save frequently used filters if the feature is available for quick access.
• Use custom fields in filters to extract specific reports.
• Click “+ Add” to include multiple rules for more precise searches.

Conclusion:

You have learned how to search and filter records in a Database using text search and advanced filters. If you have any questions, contact our support team.