Build a filtered list view

By the end of this guide, your team will have a list screen with working search filters, so they can find the records they need without scrolling through everything.

What you'll need before you start

• An existing Collection layout for the Object Type you want to filter.
• Administrator access.

Step 1: Mark fields as searchable

Before you can filter by a field, you need to turn on Is Searchable (the setting that makes a field available for filtering and sorting) for that field.

1. Go to Settings → Object Types.
2. Click the Object Type you want to add filters to.
3. Click on the field you want to make filterable. For example: Status.
4. Turn on Is Searchable.
5. Click Save.
6. Repeat for any other fields you want to filter by.

Step 2: Open your Collection layout

1. Click the menu item for your list screen. For example: All Contacts.
2. Click Edit Layout (or go to Settings → Navigation and click Edit next to the layout).

Step 3: Add the Query Filters block

The Query Filters block (the tool that lets your team filter the list interactively) goes above your list table.

1. Click Add Block.
2. Choose Query Filters from the block type list.
3. Click Add Field inside the Query Filters block.
4. Select the fields you marked as searchable. For example: Status, Full Name.
5. Click Save on the block.

Step 4: Add a preset filter button (optional)

If your team often needs one specific filter, like "show only Active contacts", you can create a one-click preset.

1. Click Add Block.
2. Choose Query Filter Preset.
3. Click Edit on the preset block.
4. Set the condition: Status = Active.
5. Give the button a label: Active.
6. Click Save.

Your team can now click Active to instantly filter to active contacts only.

Step 5: Add a reset button (optional)

1. Click Add Block.
2. Choose Reset Query.
3. Position it next to your filter presets.
4. Click Save.

This gives your team a one-click way to clear all filters and see the full list again.

Step 6: Test it

1. Click your list screen in the navigation.
2. Use the filter controls to filter by Status.
3. Confirm the list updates immediately.

What to do next

• Create a dashboard, show totals and charts for your filtered data at the top of a screen