Filters in Odoo allow you to quickly narrow down the list of records based on specified conditions. They are available in almost all modules: Sales, Purchasing, Accounting, Warehouses, Contacts, etc.
1. At the end of the search bar, click the options icon:
In the new window, you can apply one of the standard filters:
You can also add an advanced filter (custom filter):
2. After clicking "Add user filter", a window with a condition constructor will appear - this is where filters are configured:
· selection field — what exactly to filter (for example, Name, Price, Category);
· condition (e.g. =, contains, specified);
· meaning (for example, the word "Milk").
Filtering conditions:
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= (equals) |
Shows records where the field value exactly matches the entered value |
Example: Status = Paid - will only find invoices with a status of "Paid". |
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!= (not equal) |
Shows records where the field value is different from the specified one. |
Example: Status != Paid — will find all invoices except "Paid". |
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contains |
Finds records where the field includes the specified text fragment. |
Example: Name contains "Test" — will find "Test Company", "Test Client", etc. |
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does not contain |
Shows records where there is no such fragment in the field. |
Example: Title does not contain "demo" — all titles without this word. |
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is in
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Allows you to specify multiple options, at least one of which must be in the field. |
Example: Manager is in [Ivan, Oleg] — will find all records where the manager is Ivan or Oleg. |
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is not in |
Excludes records that contain any of the specified values. |
Example: Manager is not in [Ivan, Oleg] — will find everyone except Ivan and Oleg. |
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is set
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Shows records where the field is filled (not empty). |
Example: Email specified — will only show contacts with email. |
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not specified (is not set) |
Shows records where the field is empty. |
Example: Phone not listed — will find those who do not have a number listed. |
Specify a filter (for example, Seller → is in → Mark to see contacts with seller "Mark") and click the "Add" button to apply this filter:
3. Odoo also allows you to apply multiple filter rules at the same time. To add an additional rule, click on the plus icon:
Configure a new rule and specify the condition for combining them ("any" or "all"):
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Merge all rules (all) |
Odoo will find records where all conditions are met simultaneously. This is the default option. |
Example:
Will only find cheese that costs less than 100 UAH. |
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Combine any of the following rules (any)
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Odoo will find records where at least one of the conditions is met.
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Example:
He will find both juice and coffee, because both options are suitable. |
4. To configure more complex filters with multiple conditions, add a filter branch:
5. If you no longer need a filter, remove it from the search bar:
6. If you want to save the filter, add it to Bookmarks:
