---
title: "Advanced Grid Filters"
slug: "advanced-grid-filters"
updated: 2026-08-14T21:16:30Z
published: 2026-08-14T21:16:30Z
canonical: "help.agilityblue.com/advanced-grid-filters"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.agilityblue.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Advanced Grid Filters

**Advanced Grid Filters** let you build powerful, precise filters across most grids in Agility Blue, with no limit on the number of expressions per field and support for grouping conditions. They work alongside standard grid filters and provide a clear, human-readable preview of the active filters.

## Accessing Advanced Grid Filters

You can open Advanced Grid Filters from any grid that supports filtering:

1. Click the `Toggle advanced filters` icon in the grid toolbar or press the `Ctrl` + `Shift` + `F` keyboard shortcut.

![A task management interface showing filters and assigned tasks for team members.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 1 png.png)
2. The filter panel opens on the right side of the screen

![Advanced filters section for configuring grid filter conditions in a project management tool.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 2 png.png)

If filters are already applied to the grid, they will automatically load into the panel when it opens and any filters applied to the grid or panel will sync across.

## Understanding the Filter Panel

The filter panel is made up of three key parts:

### 1. Filter Builder

This is where you define your conditions:

1. If you have multiple fields that you’d like to filter on, determine if you need **AND** or **OR** logic

![Interface showing options for logical operators 'And' and 'Or' in a dropdown menu.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 3 png.png)
2. Determine if you need an **Expression** or a **Group**
  1. An expression is where you choose a **field**, select an **operator**, then enter a **value**. The fields available to select from will be the same fields the grid has available (the fields do not need to be visible in the grid in order to filter on them).

![Interface showing options to add conditions with dropdown menus for filtering data.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 4 png.png)
  2. A group is where you group multiple expressions using **AND / OR Logical Operators**

![Filter options for task assignments, including status and assigned individuals.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 5 png.png)

You can add multiple conditions and combine them using **AND / OR** logic and create complex conditions using grouping and combining expressions conditions. The parent group controls the **AND / OR** logic for the children of that group. For example, the following filter on the tasks grid checks for new or in progress tasks that contain one of 3 tags:

![Filter options for project status and tags including New, In Progress, Relativity, Processing, Production.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 6 png.png)

In this example, there are 2 groups joined together by **AND** logic. Within both groups, **OR** logic is applied, which means the filter will look for at least one item in both groups to be true to display a matched record.

### 2. Filter Preview

The preview shows a clear, human-readable summary of your active filters.

![Filter preview showing conditions for task completion and due dates.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 7 png.png)

Each part of the filter is visually grouped:

- **Field names** appear as blue-labeled chips
- **Operators** describe how values are compared as gray-labeled chips
- **Values** are shown as orange-labeled chips; and
- Logical groupings are clearly displayed within parenthesis where appropriate and conjoined by green-labeled chips

This makes it easy to verify filters at a glance before applying them.

> [!NOTE]
> Note
> 
> Values will appear in the preview after a value-input loses focus when, for example, you move onto the next field or move to click on the `Apply Filters` button.

### 3. Apply / Clear Controls

- The `Apply Filters` button updates the grid immediately

![Advanced filters section with options to apply filters and preview settings.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 8 png.png)
- The `Clear Filters` button to the right of the Apply Filters button removes all user-defined filters (system-required filters remain intact and typically aren’t shown in the expression builder)

![Advanced filters interface showing options to configure filter conditions and apply filters.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 9 png.png)

## Filtering by Common Field Types

### Text Fields

Text fields support the following operators:

- Contains
- Not Contains
- Equals
- Does Not Equal
- Has Any Value
- Has No Value
- Starts With
- Ends With

Example:

`Matter Name Contains "agm" and Matter Name Ends With "ECA"`

![](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 10 png.png)

### Number Fields

Number fields automatically use numeric inputs based on the field type:

- Whole numbers do not allow decimals
- Decimal fields allow precision

Number fields support the following operators:

- Equals
- Not Equals
- Has Any Value
- Has No Value
- Is Greater Than
- Is Greater Than or Equal To
- Is Less Than
- Is Less Than or Equal To

Example:

`Id Equals 12345`

![Filter options displayed with 'Id' and 'Equals' criteria for data selection.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 11 png.png)

### Date Fields

Date fields provide a date picker and support the following operators:

- On or After
- Before
- Has Any Value
- Has No Value

Example:

`Completed On On or After 2026-01-01 and Completed On Before 2026-02-01`

![Filter options for date range selection in a task management interface.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 12 png.png)

- Dates are displayed using the browser’s local time zone
- Date filters are displayed in a consistent, international-friendly format: `YYYY-MM-DD`
- Hovering over a date will show a tooltip displaying the ISO 8601 variant of the date

### Boolean Fields (Yes / No / No Value)

Boolean fields support the following operators:

- Is Equal To
- Is Not Equal To

Boolean fields provide the following value options:

- No Value (for records where the field is empty)
- Yes
- No

Examples:

`Is Active? Is Equal To true`

![Filter options for active status and equality in a user interface.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 13 png.png)

> [!NOTE]
> Tip
> 
> Unlike the standard grid filters, the advanced filters for **Yes or No** fields allow you to find records with **No Value** by using `Is Equal To No Value`. Conversely, you can look for records that have a value of Yes or No by using `Is Not Equal To No Value`.

### Dropdown / Option Fields

Some fields use predefined lists (for example: Access State, Status, Category).

These fields display the same dropdown options used in the corresponding grid, ensuring consistency.

Examples:

![Filter options for access states including Everyone, Organization Users, and Portal Users.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 14 png.png)

## Combining Multiple Conditions

You can create complex filters by combining conditions:

- Use **AND** to require all conditions to match
- Use **OR** to allow any condition to match

Filters are automatically grouped and displayed in the preview.

Example:

![Filter preview showing criteria for matter name and project creation date.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Advanced grid filters 15 png.png)

## Filtering for “Has Value” or “No Value”

For fields that support it, you can filter based on whether a value exists:

- **Has Any Value** – records where the field is populated
- **Has No Value** – records where the field is empty

This is especially useful for:

- Status fields
- Approval flags
- Optional reference fields

## Using Advanced Filters with Standard Grid Filters

Advanced Grid Filters stay in sync with:

- Grid row filters
- Toolbar filters
- System-enforced filters

If a filter is applied directly in the grid, it will appear automatically in the filter panel and preview.

## Tips for Best Results

- Use the **Filter Preview** to confirm filters before applying
- Combine **date ranges** using `On or After` and `Before`
- Use **Has No Value** to find incomplete or missing data
- Clear filters if results don’t look right and rebuild incrementally
- Filters applied with the advanced filters panel can also be saved within the grid’s saved filters list

## Closing the Filter Panel

You can close the filter panel at any time using the `Toggle Advanced Filters` button on the grid toolbar, the `x` button in the top-right corner of the advanced filters panel, or by using the keyboard shortcut `Ctrl` + `Shift` + `F`

> [!NOTE]
> Heads Up!
> 
> Applied filters remain intact until cleared, regardless if the advanced filter panel is visible or not.