Filter conditions
Filter and sort options define which records appear in a custom list and the order in which they are displayed.
Condition elements
You can create custom lists from the My Lists page to quickly access a filtered and sorted set of portfolio records.
| Field | Description |
|---|---|
| Field | The record field to filter on, such as Business Unit, Company, or Application type. |
| Operator | Defines how the selected field is evaluated against the value. |
| Value | The value that the selected field is compared against. |
Logical operators
You can combine multiple conditions using logical operators to create more precise filters.
| Operator | Description |
|---|---|
| AND | Includes records that meet all specified conditions. |
| OR | Includes records that meet any of the specified conditions. |
Filter operators
The following operators are available when defining filter conditions.
| Operator | Behavior |
|---|---|
| is | Includes records that exactly match the specified value. |
| is not | Excludes records that match the specified value. |
| is not anything | Includes records where the selected field has no value. |
Sort by options
Sorting controls the order in which records are displayed in a custom list. You can sort records by one or more fields.
Sort order behavior
When multiple sort fields are defined, records are sorted using the fields in the order they appear in the Sort by section.
| Order | Behavior |
|---|---|
| Ascending | Displays records from lowest to highest value, such as A to Z. |
| Descending | Displays records from highest to lowest value, such as Z to A. |
Parent Topic:Enterprise Architecture Workspace reference