Clicking the Record Filters tab displays the Record Filter home page where you can view a list of record filters matching specific criteria, and perform actions such as creating record filters. 
More about the home page.
More about the home page.
- Click
to open the List View drop-down menu, then select the list view you want. - Use
to manage your list views. - From the list, click a record's name to go to its detail.
- To edit a value, hover over the field until
appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view).
What is a Record Filter?
You can use record filters to find all the records of a specified object that match a set of criteria. The results can then be used in another process, such as the consolidation of billing documents. For example, you might want to retrieve all draft billing documents related to a specific account and consolidate them. For more information, see Creating a Billing Document Filter for Consolidation.
A record filter contains a reference to the object whose records are filtered and a list of fields with their required values. The fields can be on the specified object or on a related object. When you use the filter in a process, it returns the IDs of all the records that match the specified criteria.