How to Use Quick Filters – TrackVia

This article is specific to the updated TrackVia UI released in Fall 2026

Quick Filters allow users to further refine a collection of records in a specific view. Whether users need to make a quick list of open projects or filter an existing report by an Account Rep, quick filters make this an easy process. They are available to all TrackVia plans and all user types.

Using Quick Filters

1. From a view, click the Filter link found towards the top right corner of the page.

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2. Next, choose the field you wish to filter by.

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3. Next, define the parameters of the filter. The parameter options will differ based on the type of field selected.

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4. Click Done to apply your filter and close the dialog box. This view will update to only show records that meet the terms of your filter.

5. Click the Filter button again to edit or remove your filter. Additional filter conditions or condition groups can be added to the Quick Filter using AND/OR logic.

6. To remove quick filters, click the Clear all button or the X next to any given filter condition.

Quick filters are specific to the current logged-in user and do not change the integrity of the view for other users accessing it at the same time. TrackVia will remember the filters until you clear them or leave the application. If you wish to filter a view and save it for future use, an Admin will need to create the view and grant access to limited users via their specific role.

Note: Quick filters produce a unique URL, so users can bookmark them after applying rather than asking the admin to create a new view.

Available Filter Conditions

Text Fields

Applies to: Single Line, Paragraph, Email, Link, Record ID

is identical to
is not identical to
contains
does not contain
is blank
is not blank

Number Fields

Applies to: Number, Percentage, Currency

is equal to
is not equal to
less than
less than or equal to
greater than
greater than or equal to
is blank
is not blank

Auto Counter

Auto Counter uses the same operators as Number fields, except for is blank and is not blank.

is equal to
is not equal to
less than
less than or equal to
greater than
greater than or equal to

Choice Fields

Applies to: Drop Down List, Checkboxes

has this option selected
does not have this option selected
is any of the following
has an option selected
has no options selected

Date Fields

Applies to: Date, Date and Time, Updated, Created

is equal to
is not equal to
is before
is before or equal to
is after
is after or equal to
is blank
is not blank

Additional date options: this many days ago, this many days from now, yesterday, today, tomorrow, last week, this week, next week, last month, this month, next month, last year, this year, next year

User Fields

Applies to: Application User, Last User, Created By User

is the current user
is not the current user
is this user
is not this user
is blank
is not blank

User Group

is one of the current user's groups
is not one of the current user's groups
is this user group
is not this user group
is blank
is not blank

File Fields

Applies to: Image, Document, Attachments

is present
is not present

Location

is within distance of
is blank
is not blank