---
title: "Search, filter, and sort data in list tables"
slug: "search-filter-and-sort-data-in-list-tables"
description: "Quickly find and organize records in CPQ list tables using the search, filter, and sort features."
updated: 2025-05-09T14:52:42Z
published: 2025-05-09T14:52:42Z
canonical: "docs.zilliant.com/search-filter-and-sort-data-in-list-tables"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search, filter, and sort data in list tables

> [!WARNING]
> Note
> 
> We are gradually rolling out the new UI in CPQ. To verify which objects support the new UI, read the [release updates](/v1/docs/releases).

You can quickly find and organize records in CPQ list tables using the search, filter, and sort features. This helps you focus on the most relevant information and easily find the data you need.

In list tables, such as a list of agreements or quotes, you can:

- [Search across selected columns](/v1/docs/search-filter-and-sort-data-in-list-tables#search-records-in-the-list-table) to quickly find specific records
- [Filter records](/v1/docs/search-filter-and-sort-data-in-list-tables#filter-list-table-records) to narrow down the list based on field values
- [Sort records](/v1/docs/search-filter-and-sort-data-in-list-tables#sort-list-table-records) in ascending or descending order to organize your data

## Prerequisites

To customize tables in CPQ, [enable the new UI](/v1/docs/work-with-the-new-ui).

## Search records in the list table

1. From the application left navigation area, select an object, such as **Agreement** or **Quotes**.
2. [Select columns to include in the search](/v1/docs/search-filter-and-sort-data-in-list-tables#select-columns-to-include-in-the-list-table-search).
3. Above the table, in the upper right corner, select Search.
4. Enter a value to search for matching records.

### Select columns to include in the list table search

1. From the application left navigation area, select an object, such as **Agreement** or **Quotes**.
2. In the upper-right corner of the table, select Customize.
3. In the new dialog, turn on the **Include in Search** switch for up to three columns.
4. Select an area outside the dialog to apply the changes.

## Filter list table records

1. From the application left navigation area, select an object, such as **Agreement** or **Quotes**.
2. Above the table, in the upper right corner, select Filter and Sort.
3. On the **Filter and Sort** dialog, go to the **Filter** tab.
4. From the **Column** dropdown list, select the column you want to filter by.
5. From the **Operator** dropdown list, select the filter operator.
6. In the **Value** field, enter the value to filter the records.
7. (Optional.) To add another filter, select **+ Add**.
8. Select **Save**.

## Sort list table records

1. From the application left navigation area, select an object, such as **Agreement** or **Quotes**.
2. Above the table, in the upper right corner, select Filter and Sort.
3. On the **Filter and Sort** dialog, go to the **Sort** tab.
4. From the **Column** dropdown list, select the column you want to sort by.
5. Select **Ascending** or **Descending** as the sort order.
6. (Optional.) To add another sorting condition, select **+ Add**.
7. Select **Save**.

![Icon Search](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Search.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A35%3A06Z&se=2026-11-11T13%3A35%3A06Z&sr=c&sp=r&sig=t0eCt%2B8NaYh7u3MzezqGEuuNOYYL56FSeM%2FduGCq2Jg%3D)

Search

![Icon Customize](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Customize.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A35%3A06Z&se=2026-11-11T13%3A35%3A06Z&sr=c&sp=r&sig=t0eCt%2B8NaYh7u3MzezqGEuuNOYYL56FSeM%2FduGCq2Jg%3D)

Customize

![Icon Filter and sort](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Filter%20and%20sort.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A35%3A06Z&se=2026-11-11T13%3A35%3A06Z&sr=c&sp=r&sig=t0eCt%2B8NaYh7u3MzezqGEuuNOYYL56FSeM%2FduGCq2Jg%3D)

Filter and Sort