The most hands-on way to build a filter condition is to create a filtered list view in Lightning Experience. The steps below add one or more conditions and, if needed, filter logic to control how they combine.
- Open the list view controls
Go to an object home page such as Opportunities. Click the list view controls gear, then choose New to create a list view, or select an existing one and open the Filters panel from the same gear menu.
- Add a filter condition
In the Filters panel, click Add Filter. Pick the field to filter, select an operator from the Filter by dropdown such as equals or greater than, enter or select a value, then click Done.
- Add more conditions as needed
Repeat Add Filter for each rule. Each new filter is numbered automatically. By default the conditions are joined with AND, so a record must satisfy every filter to appear.
- Apply filter logic for OR or NOT
If you need OR or NOT, click Add Filter Logic and write a statement referencing the filter numbers, such as 1 AND (2 OR 3). Avoid wrapping NOT around a parenthesis, which list views evaluate incorrectly.
- Save and share the view
Click Save, name the list view, and set who can see it (just you, a group, or all users). The filtered view is stored as metadata and refreshes automatically as records change.
The record field the condition evaluates, such as Stage, Amount, or Owner. Available fields depend on the object and your access.
How the field is compared: equals, not equal to, greater than, contains, starts with, includes, and so on. The choices change with the field type.
What the field is compared against. Number filters only accept values within the signed 32-bit integer range, or the filter is disabled.
An optional statement that combines numbered filters with AND, OR, and NOT. Without it, all conditions are joined by AND.
- NOT around a parenthetical expression is evaluated incorrectly in list views, so 1 AND NOT (2 AND 3) can return zero records. Rewrite the logic to avoid it.
- Filter logic can reference up to 20 custom filters, and it cannot reference a filter number that does not exist.
- Numeric filter values must fall between roughly negative 2.1 billion and 2.1 billion; a value outside that signed 32-bit range disables the filter.
- Editing list view filters requires Read on the records plus the Create and Customize List Views permission.