Filter a List

Use filters to narrow down your search. You can filter using information in an Accounts, Opportunities, or Leads, as well as information stored in their related objects. You add multiple filters. The filters are combined using an implicit AND.

Let's say you want to filter your accounts by the number of calls made and opportunities by the address of that account. If you sell with partners, you can even filter opportunities using the addresses of the partners.

1. Click in the search bar.

2. Enter your filters:

   • Some filters are numeric. For example, you can filter out accounts that have more than a certain number of leads, calls, contacts, and so on.

     1. Enter "Number" in the search bar.

     2. Select the appropriate filter.

     3. Select the operator, such as greater than or less than.

     4. Enter the number.

   • With other filters, such as city, state, country, or industry, select the value to filter from your data.

     1. Enter city in the Ask Oracle bar.

     2. You might see multiple options, depending on the filter, the object you're searching for, and how search is configured.

        • If you're filtering opportunities by city, select Account: Primary Address: City. If you're working with partners, search the primary addresses of all the partners Partners: Partners: Primary Address: City.

        • If you're filtering accounts by city, search the primary address (Account: Primary Address: City) or include all the addresses in the search (Account: Addresses)

     3. Select the operator. For city, the available operators are any of the text-field operators listed in the Available Operators section.

     4. Now select one of the available values. The most frequently used are listed first.

     5. Select more values from the list, or press Return to add the filter to the search.

        Your filters display in the Ask Oracle bar.

3. Remove a filter by clicking its remove icon.

Available Operators

Text fields, such as the account name or the name of the account owner, can include search operators listed in this table:

Text Search Operators	Function
All of the Words	All of the search terms must be present.
Any of the Words	Any of the search terms must be present.
Contains	The results include entries that contain the search term you enter.
Ends with	The results include entries that ends with the search term you enter.
Equals	The results must include the search terms in the exact case of the search term because searching on Equals is case-sensitive.
Exists	Finds the records with any value in the field.
Fuzzy Match	Finds records with similar spellings.
Is Missing	Finds all the records missing values.
None of the Words	The results exclude entries with the words you enter.
Not Equal to	Finds all records that don't match the search terms in their order.
Starts with	Finds all records that start with the search term you enter.

Numeric fields, such as opportunity Win Probability, can contain these search operators:

Numeric Search Operators	Function
Between	The results fall between two entries. Note: Workspace search doesn't include the To Date field value in the Date filter if using this operator. For example, let's say you perform a search for Opportunity records with the filter Close Date between 1/3/2021 and 1/5/2021. Workspace search returns all opportunity records having Close Date value as 03 January 2021 to 04 January 2021, but it doesn't return records having a close date of 05 January 2021. This is because Workspace considers the given filter values between 01-03-2021 12 AM and 01-05-2021 12 AM. Any records that have a value for 5 January 2021 won't be displayed in the results.
Equals	The number must equal the search term.
Exists	Finds the records with any value in the field.
Greater Than	Finds records with values greater than the entry.
Greater Than or Equal to	Finds records with values greater than or equal to the entry.
Is Missing	Finds all the records missing values.
Less Than	Finds records with values less than the entry.
Less Than or Equal to	Finds records with values less than or equal to the entry.
Not Equal to	Finds all records not equal to the entry.