Filtering and Sorting Data

This guide covers the most common ways to find and organize items across any grid in the Tag Browser — Equipment, Associated Equipment, Documents, Defects, and Actions. For a complete list of filter operators and technical details, see the Filtering and Sorting reference.

Filtering a Column

To filter a column, open its column settings and apply a filter condition.

1. Click the Edit Column Settings icon (three-dot menu) next to the Description column header.

2. Select Filter from the dropdown. The available operators depend on the column type:

   • Text columns — Contains, Does Not Contain, Starts With, Is Empty, Is Not Empty
   • Numeric columns (D and A) — Is equal to, Is greater than, Is less than, and their variants

3. Set the operator and type a value in the field — for example, Contains with Motor.

   (Filter menu on the Description column — “Contains” with “Motor” entered)

4. Click Filter — the grid now shows only items where Description contains “Motor”, and a filter tag appears in the Filter Bar.

   (Filtered grid — 104 items match “description contains Motor”)

The same steps work on any column. For the full operator list, see the Filtering and Sorting reference.

Tip

On the Accounts Page, each column has a dedicated Filter icon instead of the Edit Column Settings menu.

Combining Filters

Multiple filters can be active at the same time. Each new filter adds to the existing ones — an item must match every active filter to appear (logical AND).

For example, adding a second filter D gte 1 (defects greater than or equal to 1) alongside the existing “description contains Motor” filter narrows the grid to only Motor items that also have at least one defect.

(Both filters active — only items where Description contains “Motor” AND D >= 1 are shown)

Toggling and Removing Filters

The Filter Bar shows all applied filters as tags. Click a tag to toggle it between active and inactive — this lets you temporarily disable a filter without losing it. Click the X on a tag to remove it entirely.

• Active filters appear in full color

• Inactive filters appear greyed out

In the example below, “description contains Motor” is active (full color) while “D gte 1” is inactive (greyed out). The grid shows all Motor items regardless of defect count, because the D filter is not being applied.

(“description contains Motor” active, “D gte 1” inactive)

Selections persist outside filters

Items remain selected even when hidden by a filter. Bulk operations apply to all selected items, not just visible ones. Check your selection count before applying changes.

Sorting by a Column

Click any column header to sort the grid by that column. Click the same header again to reverse the direction.

(Grid sorted ascending by Area — the arrow in the header shows the direction)

Sorting by Multiple Columns

To sort by more than one column, hold Shift and click additional column headers. Each column shows a number indicating its position in the sort order.

(Stacked sort — Area is primary (1), Tag No is secondary (2))

To reset, click any column header without Shift — this clears the stacked sort and starts a new single-column sort.

Related Topics

• Filtering and Sorting Reference — Filter types, operators, sort precedence, and Filter Bar details
• Managing Equipment — Adding, editing, and bulk operations on equipment