Interacting with List Filters Guide
List Filters control which records are displayed and how they are presented across tables, Kanban boards, and calendars.
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.
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.
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.
- Open any record collection (such as Contacts or Tickets).
- Open the List Filter dropdown.
- Click the + (Plus) button.
- Enter a descriptive name.
- Confirm the object type.
- Select the default view.
- Click Save.
Once saved, your List Filter becomes available from the List Filter dropdown for that object.
Editing a List Filter
List Filters can be modified at any time.
To edit a List Filter:
- Select the List Filter you wish to modify.
- Open the List Filter dropdown again.
- Click the Edit (Pencil) icon.
- Make changes using the Right Utility Panel.
- 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.
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.
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.
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.
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.
Troubleshooting & FAQ
- Why are some records missing from my view?
Check if your query conditions use AND instead of OR, or if a filter condition is excluding records without assigned values. - Can other team members see my List Filter?
Custom List Filters are private to your user account unless your workspace admin sets them as standard system views.