Filter and sort views
Learn how to filter and sort your views in Attio.
When to save filter and sort settings
Keep in mind that when you save filter and sort settings, they are applied for all members with access to the view (everyone with access to the list for a list view, or all team members for an all records view).
When you make changes to filters or sort settings, you can either:
Save the filter and sort settings to apply them to the view for your team members going forward, and each time you load the view.
Or, don't save the filter and sort settings, and the filter and sort settings will revert back to what they were before (the most recently saved filter and sort setting) the next time you load the view. Team members will not see the changes you made.
It usually works best to create new views for different filtering goals, and give them descriptive names to match the data shown. If you find yourself applying the same filters regularly, consider keeping a dedicated view just for that subset of your network, and that way you can revisit that filtered data set any time.
Add filters to a view
Filters allow you to drill down your data and focus on a specific segment of your network. You can stack multiple filters too. Follow these steps to add filters:
Click Filter at the top of your view
Select the attribute you want to filter by
Select the conditions for your filter (is, is not, contains, etc.)
Choose the value of the attribute to filter by, if applicable
Select the + to add another filter condition, or select the ⋮ icon to the right of the condition and select Convert to advanced condition. From there you can also create a filter group to nest conditions with 'and/or' modifiers
Click Save for everyone if you want the new filters to be applied to the view going forward for all team members, or select the arrow next to Save for everyone and select Save as new view to create a new view with the filters you've applied. Click Discard changes if you don't want the filters to be applied to the view going forward
To remove a filter condition, select the ⋮ icon to the right of it, then click Delete condition.
Create filter groups
Combine and nest your filters by creating filter groups, and apply 'and/or' modifiers to your filter conditions.
To group filters, click on the ⋮ icon to the right of a condition followed by Convert to advanced condition, then select the ⋮ icon to the right of the condition again and click Convert to group. You can then add more filters and toggle And/Or for advanced filtering.
Sort a view
Sort your view in ascending or descending order based on any of your attributes:
Select Sort at the top of your view
Choose the attribute you would like to sort by
Select either Ascending or Descending
Click Save if you want the new sort to be applied to the view going forward for all team members, or select the arrow next to Save and select Save as new view to create a new view with the sort you've applied. Click Discard changes if you don't want the sort to be applied to the view going forward
To remove a sort setting, click Sorted by at the top of the view and select the X to the right of the sort. You can add more than one sort setting and reorder them by clicking and dragging the ::: icon to the left of each sort.
Filter and sort by attributes for linked objects
You can filter and sort by attributes of an object linked to the primary object in your view. This means you can filter or sort by company attributes in a view of people, or by person attributes in a view of companies, and by attributes for records that the records in your view are linked to via other relationship attributes.
To find these options when searching for an attribute, first choose Company, Team, or the relationship attribute, then search for and click the name of the linked object's attribute.