Introduction

Many consoles and tabs across PqW and PrW use a shared grid framework to display data. These grids come with server-side filters — a row of filter controls that sit above the grid and allow you to narrow down the data before it is loaded from the server.

Server-side filters are different from column-level filters (which refine data already loaded in the grid). Server-side filters query the database directly, so they are the most efficient way to work with large datasets — especially when you have thousands of records.

This article explains:

• What server-side filters are and where they appear
• How to use default filters and add additional ones
• What filter operators are available
• How to apply, view, and reset filters

This is a generic reference article. The specific filters available will vary by console and tab — refer to the article for each console for details on which filters are available.

Where You'll See Server-Side Filters

Server-side filters appear across multiple consoles and tabs, including but not limited to:

The layout and behavior of server-side filters are consistent across all of these — once you learn how they work in one console, the same principles apply everywhere.

Understanding the Filter Bar

When you open a console or tab, you will see a filter bar above the grid. This bar contains:

• Default filters : Each console or tab comes with a set of pre-loaded filters that are always visible. For example, the Search Quotes tab in PqW shows Account, Opportunity, and New Total Customer Extended Price by default.
• The "+" button:  A blue circular button that lets you add additional filters beyond the defaults. The available additional filters depend on the console you are working in. Click the + button, select the filter you want to add, and it will appear in the filter bar alongside the defaults.
• Apply button: A blue button on the right side of the filter bar. After setting your filter values, click Apply to send the filter criteria to the server and refresh the grid with matching results.
• Toolbar controls: Additional buttons next to Apply for actions like grouping/ungrouping, grid view options, and settings.

Filter Operators

Each filter has an operator that controls how the filter value is matched against the data. The operator appears as a symbol or abbreviation next to the filter name (for example, ==). Click on the operator to change it.

The available operators depend on the data type of the filter:

• Text filters (e.g., Account, Opportunity, Quote Name, Part Number, Description):

• Numeric filters (e.g., Total Customer Extended Price, VAR Cost, List Price):

• Dropdown / Picklist filters (e.g., Status, Item Type, Stage): 

These filters present a list of values to choose from. They typically support multi-select — you can select one or more values, or choose All to include everything.

Step-by-Step: Applying Server-Side Filters

Step 1 – Review the Default Filters

When you open a console or tab, the default filters are already visible in the filter bar. Each filter shows:

• The filter name (e.g., Account, Opportunity)
• The operator (e.g., ==)
• A value field — either a searchable dropdown (with a magnifying glass icon) or a text/number input box

By default, dropdown filters are typically set to All, or some may be blank, meaning no filtering is applied to that field.

Step 2 – Set Filter Values

1. For dropdown filters (e.g., Account, Opportunity): Click the dropdown, use the search box to find the value you want, and select it. You can clear a selection by clicking the ✕ icon next to the value.
2. For text/number input filters: Type the value directly into the input box.
3. To change the operator: Click the operator symbol (e.g., ==) next to the filter name. A menu will appear with the available operators for that filter type. Select the one you need.

Step 3 – Add Additional Filters (Optional)

If the default filters are not sufficient:

1. Click the blue + button in the filter bar.
2. A list of additional available filters will appear.
3. Select the filter you want to add — it will be appended to the filter bar.
4. Set the operator and value as described in Step 2.

You can add multiple additional filters to build a precise query.

Step 4 – Click Apply

Once your filters are set, click the blue Apply button. The grid will reload with data that matches all of your filter criteria.

Step 5 – Review the "Filtered By" Section

After applying filters, a Filtered By section appears (typically below the filter bar or above the grid). This section summarizes the active filter criteria so you can quickly see what filters are in effect. This is especially helpful when you have multiple filters applied or when you return to a console and want to understand why certain records are or aren't showing.

Step 6- Resetting Filters

To clear all filters and return to the default state:

• Click the Reset Filter option (if available in your console).
• Alternatively, manually set each filter back to All or clear the input values, then click Apply again.

Tips for Working with Server-Side Filters

• Always Click Apply: Changing filter values alone does not refresh the grid — you must click Apply for the changes to take effect.
• Start Broad, Then Narrow: If you're not sure exactly what you're looking for, start with fewer filters (e.g., just Account) and progressively add more to zero in on the right records.
• Use Contains for Partial Matches: If you don't know the exact value, switch the operator to Contains and enter a partial term.
• Check the Operator:  A common mistake is leaving the operator on == (exact match) when you need Contains. If your filter unexpectedly returns no results, check the operator first.
• Use Is Empty / Is Not Empty for Data Quality Checks: These operators are useful when you want to find records that are missing a value (e.g., quotes without a customer price) or confirm that a field is populated.
• Additional Filters Persist for the Session: Filters you add via the + button remain in the filter bar while you are on that tab. If you navigate away and return, the filter bar may reset to defaults (behavior may vary by console).

Summary

Server-side filters are a powerful and consistent feature across PqW and PrW grids. By understanding the default filters on each console, knowing how to add additional filters, and choosing the right operator for your search, you can quickly locate the exact records you need — even across very large datasets.

For details on which specific filters are available on each console or tab, refer to the dedicated article for that console.