You can also easily apply filters or find values in record lists. This is especially useful if it's a large list.

To do this, click the 'Magnifying Glass' icon that appears above and on the right side of every list , next to the 'Create New' (+) icon. This will show a form like this:

The form that appears looks similar to the Create or Update form. However, once you enter values into this form and submit it, the list of records will shrink to only reflect those that match the criteria you entered.

In this example, if you entered P* into the 'Company Name' field. The list that will appear will be only the companies that start with the letter P.

When the filter is applied, a description of the filter will appear above the list:

At this point, you can add another filter on top of the filter you already supplied, or remove the filter entirely.

When entering the filter values, you can prefix number or date fields with greater than or less than operators as described in the Tips for Find section. You can also specify wildcards (* or ?) to match part of a value.

If there are fields you want to exclude from the find dialog, simply add the Exclude From Find flag to the field in the WorkflowFirst Designer.