View / Group Filtering and Sorting

Problem: A list has too many rows and you need to narrow it to the records you care about.

  1. Open any list view (Sales Orders, Customers, Flocks, etc.).
  2. Use the filter bar to filter on a stored field — for example Ship date or Status.
  3. Use group to cluster rows — for example by ship date or by destination state.
  4. Click a column header to sort ascending/descending.

Filter and sort on stored fields (dates, status, IDs). Computed columns such as order totals may not be filterable.