Use object-level search, filters and display options to turn a large record list into a working view for a specific decision.
Before you start
You need access to the object and fields. The available search and filter options depend on that object’s configuration.
Choose the object that holds the business record before applying search or filters.
Build a record view
Open Records and select the object you need, such as Suppliers or Purchase orders.
Use Search records for a name or identifier. Confirm you are searching the intended object.
Apply Filter records to narrow the result using available attributes and relationships.
Use Display and column controls to show the fields needed for the decision.
Choose New view or the available save-view control, name it and reopen it to check the selection.
Check the result
The view shows the expected records and fields. Its rows can change as source data or filter values change; the view does not freeze a copy of the source.
Filter for an operational question
For an open-order review, include the supplier, open state, remaining quantity and relevant date. Confirm that a date filter uses the intended date field.
A requested date, expected date and confirmed date can produce very different selections. Inspect representative rows before relying on the count.
Make the view understandable
Use a title that describes its scope. Keep the most useful identifiers, status and date fields visible. A narrow view should help someone act without guessing what the filters mean.
If something does not look right
What you see | What to check |
No rows appear | Clear filters and widen the search. Check the object, workspace and source sync. |
A row seems wrongly included | Open it and compare its actual values with the filter conditions. |
Does changing columns change the records?
Does changing columns change the records?
Display options change the presentation. Use record editing or configuration when you intend to change stored values.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.