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Every list in Docusnap365 uses the same table. Four ways narrow down a list: the search field, filter buttons, the filter dialog, and saved custom filters — they work together, not against each other.

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Filters combine

A base filter of the page cannot be turned off. On top of it come a selected filter button, the text search, and every active custom filter — all combined with AND.
Every filter change clears your current selection — including creating, changing, or removing a custom filter. After the change, a different set of rows is shown, and a previous selection is no longer checked against it.

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Text search

The search searches every filterable text and enumeration column, including hidden ones — only internal columns without a label stay out. For an enumeration column or a reference to another record, it searches the display name, not the raw value.

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Custom filters

Filter lets you build a condition from field, comparison, and value. Which comparisons a field offers depends on its value type: The condition in the last … days counts calendar days including today. For three days, that is the day before yesterday, yesterday, and today. A custom filter you build can be named, saved, and afterward turned on and off like a filter button.
A period field compares as one unit: only is and is not are available — two periods have no order relative to each other, only equality or inequality.
A value no longer present in your inventory appears in enumerations as [Deleted] — the condition stays readable even after its reference is gone.
Of the page’s filter buttons, only one can ever be selected; several custom filters, by contrast, may be active at the same time — each forms its own block in the AND combination.

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Changes while you work

A list updates itself while you are working in it:

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Sorting and grouping

Clicking a column header sorts it, a second click reverses the direction. Grouping works by exactly one column at a time.
Clicking to sort the grouping column sorts the groups themselves, not the rows — every row in a group carries the same value anyway.
If the row count of an expanded group no longer matches the current count — because your inventory has changed since — the group flags itself as outdated and offers Reload Group.

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Columns and export

View lets you turn individual columns on and off; Reset View discards column widths, visibility, and sorting together. Your settings persist per list and user.
Export does not run immediately: after starting it, a message appears, and the file follows through your notifications. The export always captures every row matching the active filter, regardless of which ones you checked.
Edit and delete assets describes what you can do with a narrowed-down selection.