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List Views with Search and Presets

Swifty Team Jan 14, 2025 2 min read

Finding the record you need should take seconds, not minutes. But as data grows, lists become overwhelming — especially if the only option is scrolling or a basic search bar.

Swifty gives you a list experience that scales with your data.

Instant Search

Every list in Swifty has a search bar. Start typing and the list filters in real time — no loading spinner, no waiting. Search spans the fields that matter for that object type, so a search for a customer name also catches their email, company, and any other relevant field.

Flexible Filters

Beyond search, you can filter by any field — status, date range, assigned user, relation, custom field value. Filters stack: show me open invoices, for customer X, issued in the last 30 days, assigned to team member Y.

Add a filter, and the list narrows. Remove it, and it expands. The interface makes filtering feel like a conversation, not a form submission.

Saved Presets

Here's where list views become genuinely powerful: presets.

A preset is a saved filter combination with a name. "My Open Tasks." "Overdue Invoices." "New Leads This Week." "Unassigned Support Tickets."

Presets appear as tabs or quick-access buttons on your list. Switch between them instantly. No rebuilding the same filter from scratch every time.

Presets for the Whole Team

Presets aren't just personal. Administrators can define team-wide presets that appear for everyone — ensuring the whole team uses consistent, agreed-upon views.

New team members get the right views on day one. Common reports don't need to be explained. Everyone's working from the same lens.

Column Selection

Different roles often care about different fields. A finance team member looking at a list of invoices wants to see different columns than a sales rep does. Column visibility can be adjusted per list view, so each team member sees what's relevant to them.

The Overlooked UX Win

Good list views are underrated. They're not a flashy feature, but they're where your team spends a significant portion of their time in any business application. Making lists fast, filterable, and configurable pays off in less friction every single day.

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