Workiom offers a powerful tool for searching and filtering data. The search function allows you to find any data you need while filtering allows you to narrow your search results and navigate through them by applying Workiom powerful operators. Moreover, you can easily save your favorite filters to create your specific views for future use. You can find and use this tool on any list as an image below.
Just type the data you are looking for in the quick search box, and the system will match with existing records.
Note: Quick search is searching data in all text fields like Text, Phone Number, Email, and Web link, but not in date, currency, static list or linked list. Read more about fields and data types
Filtering is a powerful tool that allows you to narrow your search results and save it results as view for future reference. To explain more how filters works, Workiom always liked to present a case.
Here are some tips to ensure a proper use of Workiom filters.
- Each filter have 3 main parts: Field name, condition and value.
- You can add one or more filter to same view.
- There are different operator for each data type.
- Text: Contains, Does Not Contains, Is, Is Not, Is Empty, Is Not Empty.
- Static list & User: Is, Is Not, Is Empty, Is Not Empty.
- Linked list: Contains, Does Not Contains, Is, Is Not, Is Empty, Is Not Empty, In, Not In.
- Number, currency & Date: Is, Is Not, Greater Than, Greater Than or Equal, Less Than, Less Than or Equal, Between, Is Empty, Is Not Empty.
- Boolean (True/False): checkbox.
Case study #1:
We have a list in our CRM that contains all companies in our system, but we need to know just the companies that have size from 100 to 500, and which their status is "Leads".
Note: If you want to save this filter and return anytime to it, Workiom recommends to create a new view (other than the default one) and apply the filters you want to it. This will allow you to reuse common used filters.
In our case, we created a new grid view with name: Leads with size 100-500
- We already have two fields named size, status, and the data type for both is static list.
- We then create two filters, one for the size (Is 100-500), and the second for status (Is Leads).
Case study #2:
We have list in our "Real estate agency" application that contains all properties that for rent or sale, but we need to know just the properties in Canada, and available from March to April, 2020.
We have two fields, one of them is for Country (type "linked list" with countries), and the second is Availability date with data type "date"
We have to create two filters, one of them for country and the other for date between March and April.
- First filter: for country:
- Second filter for date: we applied the "between" operator.
- Workiom offers a the following values for filtering: Today, Yesterday, Tomorrow, 7 days ago, 30 days ago, beginning of this month, End of this month and custom date.
In our case, we have to choose between operator with custom date.
Case study #3:
We have list in our "Real estate agency" application that contains all properties for rent or sale, but we need to view just the properties for rent in Canada, with the availability from March 2020 and on: