Search, filter, and sort
Search finds a known item. Filters narrow a set by attributes. Sorting changes the order of the current set. Use the least complex control that lets the user reach the result they need.
Make the decision
| Need | Use |
|---|---|
| Find a patient, product, or record by name or known value | Search |
| Limit results by one or more attributes | Filters |
| Compare the same results in a different order | Sort |
| Find an item and then narrow the result set | Search with filters |
Search
Use search when people can describe the item they want in their own words or know a recognizable identifier. Use a clear placeholder that names the searchable content, such as “Search patients.” Do not use a search field as a substitute for a small, fixed set of choices.
Filters
Show the filters users apply most often near the results. Keep less common criteria in a filter menu or panel, and make applied filters visible and easy to remove. State the result count after filtering when it helps users understand the change.
Use a filter when it represents a stable attribute (status, species, owner, date range), rather than a temporary ordering preference.
Sort
Provide a sensible default order based on the task—for example, most recent records for a work queue. Label the active order clearly and avoid exposing sort options that do not materially help the task.
For tabular content, pair these controls with the Data Tables guidance. Preserve a user’s search, filters, and sort while they inspect a record and return to the list.