Filtering and finding instances
Once a model has more than a handful of instances, finding the right ones quickly becomes the daily task. This walkthrough covers the three tools Yellow gives you: ad-hoc filters, saved queries, and the AI assistant.
Ad-hoc filters
Above every instance list is a filter bar. Click it and a filter builder appears.
A filter is made of:
- A property of the model — e.g.
status,createdOn,customer.name. - An operator appropriate to the property type —
=,≠,<,>,contains,is empty,in, etc. - A value to compare against — a literal, or "the current user", or "today", depending on the operator.
You can add several conditions and combine them with AND or OR. Nest groups for more complex logic. The result list updates as you edit the filter.
Filtering on references
When the property is a reference, the value picker shows the target model's instances as a dropdown — pick "Acme Corp." to find every order pointing at it. No need to know the underlying UID.
Filtering on localized strings
A Localized String is matched across all languages at once. Searching title contains "welcome" finds the row whether "welcome" is the English text, the Catalan one, or any other. You do not need to pick a language first.
Empty values
Empty references and empty strings can be filtered explicitly with the is empty / is not empty operators — useful for "every order with no shipping address" kind of queries.
Saving a query
A useful filter you will reuse should be saved.
- Build the filter you want.
- Click Save query above the list.
- Give it a name ("Open orders this month") and decide whether it is personal (only you see it) or shared (every member of the tenant who has access to this model sees it).
- Save.
Your saved queries appear in a dropdown above the filter bar. Pick one to re-apply, or right-click to edit or delete it.
Shared queries travel with the tenant and survive tenant sync. Personal queries are scoped to your user.
Sorting and columns
The same builder controls the column order in the table view and the sort order of the result.
- Sort — pick a property and a direction (ascending/descending). Add a secondary sort to break ties.
- Columns — toggle which properties appear in the table. The order in the column picker reflects the order on screen.
Both sort and column choices can be saved as part of a query.
Using the AI assistant
When the filter you want is awkward to express by hand — "orders from customers in Catalonia that have no invoice yet" — open the AI assistant and ask in plain language. It translates the request into the right filter and either shows you the results or saves the query for you. Review the filter it built before saving, especially when the request was vague.
Sharing a link
A list with an active filter has a permalink. Copy it from the address bar — the URL encodes the model, the active query, and the sort order. Anyone with permission to see the model and to follow the link gets the same view.
Related
- Views — how the table view stores columns and sort defaults.
- Constraints — what kinds of values exist to filter against.
- The AI assistant — when you want plain-language search.
- Dynamic filters in instance constraints — filters that drive the value picker on a reference property, not the list page itself.