Filtering
Query filter suggestions will show as a dropdown as soon as you click into the search bar. Filter suggestions will narrow down as you type. After a filter is selected, values that can be selected are suggested.
Filters
Filters
| Filter | Options | Description |
|---|---|---|
| System | The system an entity belongs to. | |
| Tag | Any entities which have the tag. | |
| Field | Any entities which contain the field. | |
| Type | ||
| Kind | type, template, record | Returns entities of the given type. |
| Query mode | live data, active versions | live data returns the latest state of an entity, which may include a draft. active versions will only return the active published versions. |
| Archived | true, false | |
| Status | editable , in review, in validation , finished | Filters entities by their latest (or active) status. |
| Status tag | Returns entities by their latest status (or active) tag. | |
| Template | Returns instances created from a given template. | |
| Template version | When used with a template filter, only instances from the specific version of the template will be returned. | |
| Has trigger | true, false | Shows entities with automation code that have at least one trigger set up. |
| Created by | Returns entities that were created by the given user. | |
| Last updated by | Returns entities where the last change was made by the given user. | |
| Assignees | Returns entities that are assigned to the user. | |
| Submitted from | Shows instances that were submitted from the given entity. | |
| Created between | Returns entities that were created between the input dates. Formats:YYYY-MM-DD HH:mm to YYYY-MM-dd HH:mmafter YYYY-MM-DD HH:mmbefore YYYY-MM-DD HH:mm | |
| Last updated between | Returns entities that were last updated between the input dates. Formats:YYYY-MM-DD HH:mm to YYYY-MM-dd HH:mmafter YYYY-MM-DD HH:mmbefore YYYY-MM-DD HH:mm | |
| Change set | Filters for entities belonging to the given change set by index. The change set index can be found in the URL on a change set page. |
ORed together whilst different filter groups are ANDed together.
For example, the query below will return:
- Any entities that were created by Bridget OR are type Document OR Record
- AND were created after 1st September 2025

Field value filters
Thefield filter can also match entities by the value of a specific field using the syntax field:<name><operator><value>. This is useful for filtering by text, number, select, or entity reference field values.
Syntax: field:<field name><operator><value>
Operators
Operators
| Operator | Description | Supported field types |
|---|---|---|
= | Equal to | All field types |
> | Greater than | Number fields only |
< | Less than | Number fields only |
>= | Greater than or equal to | Number fields only |
<= | Less than or equal to | Number fields only |
- Field names containing spaces must be wrapped in double quotes:
field:"Part Number"=value - Values containing spaces must also be wrapped in double quotes:
field:Status="In Progress" - Single-word field names and values do not need quotes:
field:Number=2000
Entity reference values
To filter by an entity reference field (a field whose value points to another entity), use theref() wrapper around the entity’s ID.
Syntax: field:<field name>=ref(<entity id>)
Examples:
Negated filters
Currently, thetype and statusTag filters can be negated by adding a - before the filter name. This will return any entities that do not match the filter. They can be combined with other filters in the same way.

Sorting
Results can be sorted by using thesort: keyword in your query or by clicking on the vertical arrows icon in a row header. Columns can be sorted ascending or descending and multiple sorts can be applied in sequence.

Saved views
Queries can be saved as views accessible via ‘View Groups’ in the left navigation bar. Type in your query and selectSave as view.
If a filter has been edited in a view, a blue dot will appear in the top right until the view is saved.

Creating entities from saved views
When a saved view includes akind: or template: filter, a creation button appears in the footer and empty state of the results table. The button adapts to the view’s filters:
| View filters | Button behaviour |
|---|---|
kind:template + type:Name | New — creates a new template of that type directly |
template:Name (single template) | New — creates an instance from that template directly |
template:Name,Name (multiple templates) | New instance dropdown — opens a picker to choose which template to create from |
kind:instance + type:Name | New dropdown — opens a picker to choose which template to create from |
template: filter on its own is sufficient — instance creation is implicit. A type: filter alone does not show a creation button; it must be combined with a kind: filter. Builder permissions are required to create templates; operator permissions or workspace membership are required to create instances.
Charts from Saved Views
It is possible to create a chart based on query results, and export your view as a CSV.