Selecting Which Data to Display
Setting Filters & Sorting for Multiple Items Snippets
Learn how to control which records appear in a Multiple Items Snippet list using static filters and sorting options.
Controlling Which Records Appear
A Multiple Items Snippet is designed to display a list of records from a specific data table. Unlike a Single Item Snippet, which shows one particular record, the Multiple Items snippet shows a set of records dynamically pulled from your table.
A Multiple Items Snippet is designed to display a list of records from a specific data table. Unlike a Single Item Snippet, which shows one particular record, the Multiple Items snippet shows a set of records dynamically pulled from your table.
However, you often won’t want to expose every single record in your table to every viewer. This is where Filters and Sorting come in.
Filtering Records
Filters allow you to define specific conditions that records must meet to be included and displayed in the snippet’s List View. This lets you curate the data presented to the end-user.
Example Filter
Example Filter
For example, using our marketing campaign example, if you’re creating a snippet for an active client, you might only want them to see campaigns whose
Status is “Active” or “Paused”, but not “Planning” or “Completed”. You would add filters here to exclude records based on those unwanted statuses.AND/OR) to build complex data subsets.
Sorting Records
Sorting allows you to control the order in which records are presented in the List View of your Multiple Items snippet.
You can choose a field to sort by (e.g., Start Date, Campaign Name) and the order (Ascending or Descending). For example, sorting by Start Date (Descending) would show the newest campaigns first.
Important Note: Static vs. Dynamic Filtering
The filters you set in Step 2 are static. This means they are permanently applied to this specific snippet. Any viewer who accesses this snippet’s Shareable URL, regardless of who they are, will only see the records that pass these static filters. If you need to filter the data dynamically based on the person viewing the snippet (e.g., each client only sees their own campaigns, while keeping the snippet URL the same), static filters are usually not the right choice. This dynamic record-level filtering is handled by the Permission feature. Learn more about implementing dynamic, user-based data access: Understanding the Permission Mechanism and User-Based Permission ExplainedImpact of Changes on Shared URLs
Any changes you make to the Filter or Sort settings will immediately affect ALL existing and future Shareable URLs for that specific snippet. If you update a filter to exclude certain records, those records will instantly disappear from any live view of that snippet’s URL.Pro Tip
If you need two different lists of data from the same table (e.g., one showing only “Active” campaigns and another showing only “Completed” campaigns), you should create two separate Multiple Items snippets, each with its own filter configuration.
If you need two different lists of data from the same table (e.g., one showing only “Active” campaigns and another showing only “Completed” campaigns), you should create two separate Multiple Items snippets, each with its own filter configuration.