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Building a Custom Query View

This article walks through creating a custom query view from scratch, with the most useful filter and grouping options.

Query view builder showing tabs for Filters, Sort, Group, Columns; the filter tab has rows for status=open, priority=high, with AND operator; sort by created_at desc; group by customer

Step-by-Step

  1. Open any datastore's list page (e.g. Tickets).
  2. Click Save view or pick the “New view” option.
  3. Add filters:
    • Each filter is a field + operator + value.
    • Combine with AND or OR.
    • Use special values like current_user, today, this_week, this_month.
  4. Set sort — primary, secondary, tertiary.
  5. Optionally enable grouping. Choose the field and whether to show counts per group.
  6. Pick columns. Drag to reorder. Resize column widths.
  7. Name the view (clear, action-oriented — “My open critical bugs” beats “View 7”).
  8. Set sharing — private (only you), group (members of your security group), public (everyone).
  9. Save and pin to the sidebar for one-click access.

Useful Filter Operators

  • equals, not equals.
  • contains, starts with, ends with.
  • greater than, less than, between.
  • is empty, is not empty.
  • in (matches any of a list), not in.
  • before/after (for dates).
  • relative to today (within last N days, within next N days).

Worked Examples

  • Stale leads: last_activity < today-30 AND status=open AND owner=current_user.
  • This week's signups: created_at within last 7 days, sort by created_at desc, group by source.
  • Overdue invoices: due_date < today AND status=unpaid, sort by due_date asc.
  • High-value customers: total_spend > 10000 AND status=active, group by account_manager.
  • VIP escalations: customer.tier=enterprise AND priority=high AND status=open, sort by created_at desc.
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