What are List Views?

List views appear throughout infoodle when you're displaying and filtering lists of contacts, forms, transactions, and other records. This guide covers the key features available on these list screens.

Search Bar

Use the search bar to filter your list by specific fields.

1. Click the search field dropdown at the top of the list to see available fields (Name, Email address, Household ID, etc.)
2. Select the field you want to search in
3. Type your search term into the Search for... box

The list refreshes automatically to show matching results
You can search one field at a time. To search a different field, select it from the dropdown and enter a new search term.

Search Criteria Fields

To create a search with more than one field, use this option.

1. Select one of the available options, or click More filters (shown in the button bar)
2. When clicking more filters, a panel opens showing available filter fields (Title, Gender, Tags, Role, Login Active, Login Activation Date, Last Active Date, etc.)
3. Select the field you want to filter by
   
4. Select the filter type from the dropdown (e.g. equals, contains, is before, is after)
5. Enter or select your filter value:
   • For dropdown fields (e.g. Archived): select from available options (Yes, No)
     
   • For date fields: use the date picker or enter a date manually
     
   • For text fields: type your search term
     
6. Click Apply to apply the filter

The list will update every time you add a new filter field.

Saved Filters

Save your filter configurations so you can reuse them quickly across different sessions.

To save a filter:

1. Set up your search criteria (as above)
2. Click Saved filters
   
3. Click Save current as...
4. Give your filter a meaningful name (e.g., "Active Members 2025")
   
5. Click Okay

Find a saved filter:

Click Saved filters and in the drop down you will find My Filters. Click the one you want and it will load the data in the list view.

Customise List Columns

Customise which columns appear in your list view.

1. Click Edit Columns
2. Check or uncheck the columns you want to display
   
3. Drag columns to reorder them by clicking the 6 dots
4. Click anywhere outside the panel to close

Your column preferences are saved for that list view.

Sort Columns Lists

• Click any column header to sort the list.
• You can organise A to Z (or numerically low to high), then click again to go Z to A (high to low).
• The sort order is preserved when you navigate between pages or apply filters.
  
  

Clear Search Filter

Reset the list to show all records and remove all active filters.

• Click the X next to each filter
  
• Click Saved Filters then select Clear Filters from the dropdown menu