Filtering in Sugar Mobile

    Overview

    In the Sugar Mobile app, you can easily filter lists of records in your module list view, related records list view, and Global Search page. This article covers the available filters in Sugar Mobile, as well as how to filter your list of records and sort the filtered results.

    You can filter the list of records in your list view and Global Search page by selecting one of the available filter options. In addition, a subset of the filters can be used in conjunction with search. Once a filter has been selected, the search will be preserved when you navigate away from the page. Returning to the list view or Global Search page will automatically display the results of your last filter.

    Note: You will only be able to see records as allowed by your team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation.

    Filter Options

    The following filter options are available when accessing the module list view, related records list view, and Global Search page:

    Filter Name Used With Search Description
    All <Module Name>
    All Records
    Yes Returns all records to which you have access
    Note: By default, the module list view and related records list view filter is set to “All <Module Name>”.
    My <Module Name>
    My Records
    Yes Returns only records assigned to you 
    My Favorites Yes  Returns only records you have marked as favorites
    Recently Viewed No Returns only records you have viewed within the last 7 days
    Note: By default, the Global Search page filter is set to “Recently Viewed”.
    Recently Created No  Returns only records you created in the module within the last 7 days
    My Scheduled <Module Name> No Returns only scheduled calls or meetings assigned to the user
    Note: This filter option is only available for the Calls and Meetings modules.
    My Sent No Returns only email records where you are the sender
    Note: This filter option is only available for the Emails module.
    My Received No Returns only email records which were sent to you
    Note: This filter option is only available for the Emails module.
    My Drafts No Returns only email records assigned to you that have a status of “Draft”
    Note: This filter option is only available for the Emails module.
    With Charts No Returns only report records that have a chart
    Note: This filter option is only available for the Reports module.
    Custom Filters No Returns all records in the module that meet the specified criteria
    Note: Custom filters must be created in your desktop Sugar instance before they will be available in Sugar Mobile. For more information on creating custom filters in Sugar, please refer to the Search documentation.

    Steps to Complete

    Filtering Lists of Records

    As an example, the following steps cover filtering the Accounts list view to only return account records that are assigned to you:

    1. Navigate to the Accounts list view by tapping “Accounts” within the main menu.
    2. Below the header, tap the filter button and select “My Accounts”.

    The Accounts list view will now display all account records that are assigned to you. If you wish to further filter the list of records in conjunction with search, please refer to the section below.

    If you wish to further filter your records, you can use a subset of the available filters (e.g. All Accounts, My Favorites, and My Accounts) in conjunction with search. As an example, the following steps cover filtering the Accounts list view to only return records that are assigned to you and include the term “service” in the name:

    1. Navigate to the Accounts list view by tapping “Accounts” within the main menu.
    2. Tap the magnifying glass icon to expand the search box and enter “service”.
    3. Next, tap the filter button and select “My Accounts”.

    The Accounts list view will now display all account records that are assigned to you with the term “service” in the name. 

    Sorting Filtered Lists

    Module list views and related records list views which are already filtered can also be sorted by a specified field in ascending or descending order. Please note that searching using the magnifying glass will negate the selected sorting as search and sorting cannot be used concurrently. For more information on sorting in Sugar Mobile, please refer to the Sugar Mobile User Guide for your specific mobile device.

    Note: The Global Search page cannot be sorted.

    As an example, the following steps cover filtering the Accounts list view for recently viewed records and sorting the results by the Shipping City field in ascending order:

    1. Navigate to the Accounts list view by tapping “Accounts” within the main menu.
    2. Below the header, tap the filter button and select “Recently Viewed”.
    3. Next, tap the sort button to the right of the filter button and select “Shipping City”.
      Note: Certain fields (e.g. Teams, multiselect) are not available to be used with sorting.
    4. Finally, tap the triangle to the right of the sort button to sort the list view in ascending order.
    LoriA
    in Mobile

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