Filter, Sort, and Search

Some record lists offer filtering, sorting, and searching capabilities.

To ensure effective filtering, sorting, and searching, punctuation and symbols must be used consistently. Be aware that some devices automatically replace symbols or punctuation.

For example:

  • Straight quotes (' or ") may change to smart quotes ( ‛ ‘ or “ ”)
  • Two dashes may change to an en dash ( – )
  • Three dashes may change to an em ( — ) dash
  • Three periods may change to ellipses ( … )

    • In addition, the accent grave (`) can be confused with a single quote, but should only be used to indicate pitch or stressed vowels. To adjust auto-corrections go to settings on your device.

Search, sort, filter in RFIs
  1. Searches this record list
  2. Sorts records on this list
  3. Apply filters to this list

  1. On the record list sub-header, select Filter.

  2. Select the filters to apply to the list.

  3. Select Apply Filters.

    4. To clear the filter, select Clear > All records.

    Three filters applied to list

    Three filters applied to the list

  1. On the record list header, select Search icon.
  2. Enter the search criteria.
  3. Select one of the filters.

    4. Select Cancel to clear the search query.


  1. On the record list sub-header, select Sort.

  2. Select how the list will be sorted by.

    3. Sorting by 'Recently Viewed / Modified' only displays records that you opened.