How to Filter Assets by Type

February 2, 2026

Your workspace can contain different kinds of assets—such as forms, tables, reports, and other items you create. To help you focus on a specific type of asset, the workspace includes a Filter menu that lets you filter the view to show only the asset types you want to see.

How to Use the Filter Menu

  1. In My Workspace, click on the Filter dropdown in the toolbar at the top.
  2. Select the types of assets you want to display.
How to Filter Assets by Type Image-1

The asset list will refresh automatically, showing only the items that match your chosen type.

How to Filter Assets by Type Image-2

Notes

  • The Filter menu stores your preferred selection and will automatically apply it the next time you log in or access the workspace.
  • The Filter menu works alongside sorting and searching, so you can combine all three for a customized view.

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