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Sorting & filtering the catalog

Use sorting and filtering to find the right card in a large workspace.

Filter the catalog

Click the Filter button on the home screen to open the filter panel:

Filter Options
Owner Show only cards owned by a specific person
Shared with me Show only cards others have shared with you
My cards Show only cards you own
Tags Show cards with a specific tag
Category Filter by category
Date modified Cards modified within a date range

Multiple filters can be active at once (AND logic).

Click Clear filters to reset.

Sort the catalog

Click the Sort dropdown on the home screen:

Sort option Description
Last modified Most recently edited first (default)
Name A → Z Alphabetical
Name Z → A Reverse alphabetical
Oldest first Least recently edited first
Record count Most records first

Tags

Tags are free-form labels you can add to any card.

  • To add a tag: open the card → SettingsTags → type a tag and press Enter.
  • Tags appear on the card tile in the catalog.
  • Filter the catalog by tag to find related datasets quickly.

Categories

Categories are user-defined groupings that appear as sections on the home screen.

  • To assign a category: open the card → SettingsCategory.
  • To manage categories: go to workspace SettingsCategories.