# How to Configure Filters in a CRM: Guide Series

GudHub offers four elements for filtering records. Each helps you find the data you need, but each provides a different way to work with filter conditions. In this series, we’ll walk through how to configure and use each element with practical examples.

1. [How to Configure Table Filter in a CRM](https://gudhub.com/tutorials/getting-started/configuring-filters/configuring-table-filter/)
2. [How to Configure Filter Advanced in a CRM](https://gudhub.com/tutorials/getting-started/configuring-filters/configuring-filter-advance/)
3. **How to Configure Filter Tabs in a CRM**
4. [How to Configure Nested Filter in a CRM ](https://gudhub.com/tutorials/getting-started/configuring-filters/configuring-nested-filter/)

The **Filter Tabs** element lets you save predefined sets of conditions as tabs. Users can select a tab to instantly view the matching records without having to configure the filter each time.

***This is the third article in our series on configuring filters in a CRM.***

***You can find all the articles in the series [here](https://gudhub.com/tutorials/getting-started/configuring-filters/).***

## Step-by-Step Guide to Configuring Filter Tabs

For this example, we’ll set up an **“All”** tab to display all records and an **“In Process”** tab to display records with the corresponding status.

### Step 1. Link the Filter to the Data

Open **“Edit Field”** for the **Filter Tabs** element.

Under **“App to Filter List”**, select the app containing the records you want to filter.

Under **“Bind to Field”**, select the Table or Cards element in the current app.

**Filter Tabs** can be linked to only one element. The selected data source must match the one used by that element.

### Step 2. Set Up the Tabs

In the tab settings, you can specify each tab’s name and filter conditions.

By default, there is an **“All”** tab with no filter conditions of its own. We’ll keep it so users can return to the full list. If other filters are applied to the data, their conditions will remain active when **“All”** is selected.

Add an **“In Process”** tab. Its name will make it clear which records users can expect to see.
![scr9](https://app.gudhub.com:443/userdata/41557/1225439.png)

### Step 3. Set the Conditions for a Tab

Open the filter settings for the **“In Process”** tab. In the window that appears, select the status field and set the condition to match the value **“In Process”**.

You can configure multiple conditions for a single tab. For example, you can combine a status condition with another record attribute. These conditions are configured in advance, so users only need to switch between tabs during their regular work.

### Step 4. Choose the Default Tab

Select the tab that should be active when the app is opened or reloaded.

For this example, we’ll choose **“In Process”**. Users will immediately see the records currently being processed and can switch to **“All”** whenever they need to view the full list.
![scr10](https://app.gudhub.com:443/userdata/41557/1225440.png)

### Step 5. Customize the Tab Appearance

If needed, enable icons. You can choose an icon and its color separately for each tab.
![scr11](https://app.gudhub.com:443/userdata/41557/1225441.png)
The tab layout is controlled by the element’s display settings. Depending on the page layout, you can arrange the tabs horizontally or vertically, or use a more compact layout.

### Step 6. Save Your Changes and Check the Results

Use the pencil icon to edit a tab. Once you’ve made your changes, click the **checkmark** to save or the **"X"** to cancel. The trash icon lets you delete a tab you no longer need.

Return to the app and switch between **“All”** and **“In Process”**. Check that the displayed records change according to the conditions you configured.
![scr12](https://app.gudhub.com:443/userdata/41557/1225442.png)
Filter Tabs is useful for record sets that users need to access regularly. You can also combine it with another filter: first select a predefined tab, then narrow down the results using additional conditions.

**The previous article in this series covers** [Filter Advanced](https://gudhub.com/tutorials/getting-started/configuring-filters/configuring-filter-advance/).

**In the next guide**, we’ll look at [Nested Filter](https://gudhub.com/tutorials/getting-started/configuring-filters/configuring-nested-filter/) and how to create a hierarchical filter structure.