When you have permission to view data, you can apply filter to quickly locate the information you need, thereby improving your efficiency in reviewing and processing records. For example:
When handling daily after-sales issues, filter data where “Process Status” is In Progress to focus on pending tasks.
When updating customer information, filter orders belonging to a specific customer to assist in customer tier evaluation.
In quarterly stocktaking scenarios, filter data within “This Quarter” to review relevant records efficiently.
Filtering via the Form Toolbar
1. Click the Filter button located on the toolbar.
2. Set your filtering conditions, then click “Filter” to apply.
Filtering via Field Headers
1. Hover your mouse over the field header you want to filter by, and 
button will appear.
2. Click it, then set your filtering condition and value under “Filter”.
