🔐 Available for all plans
👤 Foradmins and pipe members
🎯 For those who want to search for specific data
Summary: Save time and find cards quickly using filters and the pipe search bar.
Basic Filters
Looking for a specific card in a pipe? Use the search bar or the filter tool to find cards by title, subtitle, email status, label, or people. To use the search bar, click on it and type the card's title or subtitle. The pipe will automatically update with cards that match your search.
To use the filter, click on the filter button and select the desired option: filter by email status, label, or people.
The pipe will instantly update with all the cards that match the selected options. If you selected more than one label, the pipe will only show cards that have all the labels.
Similarly, if you select more than one person, the pipe will only show cards that have all those people. 📌 After finding the cards you need, clear the filter to show all the pipe's cards again.
For more specific searches, edit the cards' subtitles in the pipe settings to add more options.
Advanced Filters (beta version)
Use advanced filters for even more specific results within your pipes and interfaces.
Important: This function is only available in list view.
Select the list view, click the filter button, and add the desired filters.
Set up the filter to match the defined conditions, with a limit of 5 conditions and only 1 group.
With this group of conditions set up, you can also use the search box for even more granular results.
If you want to join the Beta testing, please contact our Support Team via chat.
Join the Pipefy Community to ask questions, share your opinions, and chat with other members. Take advantage of the free courses at Pipefy Academy to learn how to manage your process efficiently and quickly.