A filter group is a set of conditions joined by one conjunction, And or Or, nested inside a view's filter. Groups let one filter say "all of these, and any of those".

Here is the test: does your rule need both "and" and "or"? Use a group. If every condition joins the same way, a plain filter is enough; see Filtering records using conditions.

Example: a Vendor Management solution with a Vendors table. The Security lead wants the Tier 1 vendors that need attention. The rule is Where Vendor Tier is Tier 1, AND (SOC 2 Report On File is No, OR Open Findings is greater than 0). The outer level uses AND; the group inside it uses OR.

The Filter panel with Where Vendor Tier is Tier 1, then a boxed group holding SOC 2 Report On File is No OR Open Findings is greater than 0.

Plan Availability	All plan types.
Permissions	Any member with access to the view adds groups for their session; Full Access members and Solution Managers save them on a public view; every member saves their own private views.
Platform	Web
Related Reading	Filtering records using conditions Saved View Toolbar: build and customize a view View Panel: create, organize and lock views.

Opening Filter and adding a group

In the toolbar, select Filter. The panel opens with one condition row. Set it to Where Vendor Tier is Tier 1.
Select + Add Filter Group under the rows. Its info icon reads "Add a group".
A boxed group appears under the rows. It has its own Where row, its own + Add Filter and + Add Filter Group, and a drag handle and a trash icon at its right.
Fill in the group's first condition: SOC 2 Report On File is No. Select the group's + Add Filter and add Open Findings is greater than 0.
Set the toggle inside the group to OR.

The Filter button's badge counts rows and groups together: Filter 3 for two conditions and one group. The view updates at once with Autosave on.

The + Add Filter Group control and a new group box with its own Where row and conjunction toggle.

Conditions inside a group

A row inside a group works like a row at the top level: Where, a field, an operator and a value, with the operators of the field type. The second and later rows in the group carry the group's own AND | OR toggle. The trash on a row removes that row only.

The group itself is a row of the level above it. The toggle at its left belongs to that outer level, not to the group. In the example the group sits on the top level's AND, while its own rows join with OR.

Note: Each level uses one conjunction. Select OR on any row of a level and every row of that level switches. To join some conditions with AND and others with OR, put one set in a group.

Nesting groups

Inside a group, + Add Filter Group adds a second group, indented inside the first. Inside that second group only + Add Filter is offered: three levels is the maximum, the top level, a group and a group inside it. The button is simply absent at the third level; there is no message.

A nested group's toggle may start on OR when it appears. Check it before you build on it.

Tip: Write the rule as a sentence first, then build it from the outside in. "Tier 1, and either no SOC 2 report or open findings" becomes a top-level condition plus one OR group.

How a grouped filter is read

Read the top level first, then each group as one unit. The example reads: a vendor passes when it is Tier 1, and it also passes the group. The group passes when either condition inside it is true. A Tier 1 vendor with a report on file and no open findings is hidden. A Tier 2 vendor is hidden whatever the group says.

Permissions

Any member with access to a view can add groups and see the result. Full Access members and Solution Managers save them on a public view; with Autosave changes on the group is saved as it is built. Every member saves groups on their own private views. On a locked view the change lasts for your session only. See View Panel: create, organize and lock views and Locked Views.

Using filter groups in each view type

Every view type with a Filter control takes groups the same way, because the panel is the same. Filter groups are copied with the view when you duplicate the view, the table or the solution; this line carries what the live article states.

Changing or removing a group later

Open Filter and edit a row inside the group as usual. Change the group's conjunction with the toggle on its second row. Drag the group's handle to move it among the top-level rows. Select the trash at the group's right to remove the group with every condition in it; there is no prompt. Clear All removes everything and closes the panel.

Frequently asked questions

What is a filter group?

A boxed set of conditions with its own And or Or, inside the view's filter. It lets one filter mix And and Or.

Can I turn an existing filter into an advanced filter?

Yes. Keep the conditions you have and select + Add Filter Group next to them. Nothing is rebuilt.

Are filter groups copied when I duplicate a view?

Yes. Every filter setting travels with a duplicated view, table or solution.

How deep can I nest filter groups?

Three levels: the top level, a group, and a group inside that group. At the third level + Add Filter Group is not offered.

Why does the badge count more than my conditions?

The badge counts groups as well as rows. Two conditions and one group read Filter 3.

Last verified 30 Oct 2026.

Advanced Filtering Using Filter Groups