Interacting with List Filters

List Filters are one of the most powerful ways to personalize your ValStorm experience. They allow you to control which records are displayed and how those records are presented across the application's supported record views.

Whether you're organizing contacts, prioritizing tickets, or scheduling events, List Filters help you quickly return to the information that's most important to your workflow.

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What is a List Filter?

A List Filter is a saved configuration that defines:

• Which object you are viewing (Contacts, Tickets, Events, etc.)
• Which records are returned using search criteria
• Which view opens by default
• Which fields are displayed in each supported view
• How records are grouped and organized in specialized views such as Kanban and Calendar

Because List Filters are saved independently for each object, you can create multiple views tailored to different tasks without affecting other users.

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Creating a List Filter

There are two ways to create a List Filter in ValStorm. This guide focuses on creating one directly from a record view.

1. Open any record collection (such as Contacts or Tickets).
2. Open the List Filter dropdown.
3. Click the + (Plus) button.
4. Enter a descriptive name.
5. Confirm the object type.
6. Select the default view.
7. Click Save.

Once saved, your List Filter becomes available from the List Filter dropdown for that object.

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Editing a List Filter

List Filters can be modified at any time.

To edit a List Filter:

1. Select the List Filter you wish to modify.
2. Open the List Filter dropdown again.
3. Click the Edit (Pencil) icon.
4. Make changes using the Right Utility Panel.
5. Click Save to keep your changes.

While editing, most changes are previewed immediately within the main content area. These changes are not permanently stored until you click Save.

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Pinning a List Filter

Pinning a List Filter lets you define the default List Filter for an object while also customizing the records displayed in the Left Navigation Panel.

When you pin a List Filter:

• The pinned List Filter becomes the default for that object whenever you return to the application.
• The Main Content Area immediately updates to display the records from the newly selected List Filter.
• The corresponding object in the Left Navigation Panel also updates to display the same filtered records, giving you quick access to the records you work with most often.
• If you temporarily select another List Filter during your current session, that selection is remembered for the current browser tab without replacing your pinned default.

Pinning List Filters allows you to tailor both your workspace and your navigation experience to match your daily workflow.

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Query Configuration

The Query Configuration section determines which records appear within your List Filter.

Rather than writing SQL manually, ValStorm provides a visual query builder.

The Query Configuration includes:

Select Fields

Determines which fields are returned by the query.

By default, * is selected, meaning all fields are available to the view.

Object

Identifies which object the query retrieves records from.

Filter Conditions

Filter Conditions allow you to limit which records are displayed.

For example:

• Owner equals your name
• Status equals Open
• Priority equals High

Multiple conditions can be combined using:

• AND — every condition must be true.
• OR — any condition may be true.

Order By

Determines how matching records are sorted.

Common examples include:

• Name (A–Z)
• Created Date (Newest First)
• Due Date (Oldest First)

Sorting can be either:

• Ascending (ASC) — lowest to highest, A to Z, oldest to newest.
• Descending (DESC) — highest to lowest, Z to A, newest to oldest.

Result Limit

Limits the maximum number of records returned.

Query Offset

Skips a specified number of matching records before displaying results.

This is commonly used when paging through large collections of records.

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Customizing Record Views

Each List Filter stores display settings independently for every supported record view.

This allows the same collection of records to be presented differently depending on how you're working.

List View

List View displays records in a simple vertical list.

The List Fields setting determines which information appears for each record.

Table View

Table View displays records in a spreadsheet-style layout.

The Table Columns setting controls which columns are visible.

If no fields are selected, all available columns are displayed.

Kanban View

Kanban View organizes records into columns using a Tag or Picklist field.

You can configure:

• Columns — how records are grouped vertically.
• Swimlanes — additional horizontal groupings.
• Kanban Card Fields — which information appears on each card.

Kanban is especially useful for workflows such as ticket management and task tracking.

Calendar View

Calendar View displays records based on date and time fields.

To configure Calendar View, choose:

• Start Date Time
• End Date Time
• Calendar Card Fields
• Preferred Calendar Layout (Day, Week, or Month)

Selecting the appropriate start and end date fields ensures multi-day records are displayed correctly across the calendar.

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Best Practices

• Give List Filters descriptive names that clearly identify their purpose.
• Pin the List Filters you use most often.
• Preview changes while editing before saving.
• Use Query Configuration to reduce the amount of unnecessary information displayed.
• Customize each view independently to match your workflow.
• Remember that preview changes are not saved until you click Save.

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Guided Walkthrough

Interactive guided walkthroughs for List Filters are coming soon. These guided experiences will walk you through each feature directly within the ValStorm interface.