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  1. Open a filter panel by clicking on a filter button.

  2. Click on the arrow to the right of the filter selection dropdown and select ‘New’.

  3. In the modal that opens up, give the filter a name and save it.

  4. Click the ‘Add Filter’ button.

  5. Click on the newly added filter item to set its properties.

    Field: the field this filter should look at.
    Operator: the operator to apply (equals, less than, greater than, etc.).
    Value: the comparison value. If the field is a lookup, you can search for a record by name.

  6. Click Done to save the filter item.

Using relative datetime/date values

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titlesoon to be released

When filtering on datetime/date fields you have the option to use relative datetime/date values to do this click the Use relative date link.

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