Custom order views and filters

Filter your orders table by custom column values and save those filters as reusable views.

What custom order views do

Custom columns let you show extra order data in the Orders table, such as a delivery date from a checkout app or a customer note stored in an address field. Custom views let you filter that table by the values in those columns and save the filter for later.

A saved view is a named set of column filters. Once saved, it appears in the Views menu on the Orders screen. Selecting it applies the filters instantly. New orders that match the filter automatically appear the next time the table loads.

For example, if you have a Delivery date custom column, you can save a view called “Today’s deliveries” that shows only orders whose delivery date is today.

This feature builds on custom order table columns. If you have not added custom columns yet, set those up first.


Filter from a custom column header

Custom columns that are connected to an underlying field display a filter icon in the table header.

  1. Open Orderline from your Shopify admin.
  2. Go to Orders.
  3. Hover over a custom column header, such as Delivery date or Customer note.
  4. Click the filter icon that appears.

A filter panel opens next to that column. The panel shows controls based on the column’s type.

Filter icon on a custom column header

Popover filter panel attached to a custom column header


Filter panel controls

Orderline detects the type of each custom column from a sample value. The filter panel then shows the matching controls.

Text columns

  • A Contains text field. Type a word or phrase to show rows where the value includes that text.
  • An Only show empty checkbox to show rows with no value for that column.

Date columns

  • Presets: Today, Tomorrow, This week, Next week.
  • From / To date fields to filter a range.

A single From date filters for that exact day. Today and other presets are evaluated in your shop’s timezone, so “today” means your local business day.

Time columns

  • From / To time fields to filter a range.

If your time values are ranges, such as 08:00 - 12:00, the filter matches orders whose full time range fits inside your chosen range.

Number columns

  • From / To number fields to filter a range.

Yes or no columns

  • Yes and No buttons to show rows where the value is true or false.

Combine filters from several columns

You can apply filters from more than one custom column. The result includes only orders that match every active filter.

For example:

  • Filter Delivery date to Today.
  • Filter Delivery time to 08:00–12:00.

The table now shows only today’s morning delivery orders.

Each active filter appears as a chip in the filter bar. You can remove a chip to adjust the current filter set.


Save a view

Once you have applied one or more column filters, you can save them as a view.

  1. Click Save view in the filter bar.
  2. Enter a name, for example “Today’s deliveries”.
  3. Click Save.

The view appears in the Views dropdown. Selecting it applies all of the saved filters at once.

If you change filters after selecting a saved view, the view is temporarily detached. You can save again to update it or re-select it from the dropdown.

Example views

View nameFilters
Today’s deliveriesDelivery date Today
Tomorrow’s deliveriesDelivery date Tomorrow
Local pickup todayPickup date Today AND Pickup time 08:00–12:00
Missing phoneShipping phone empty

Switch between views

  1. Open the Views dropdown in the filter bar on the Orders screen.
  2. Select a saved view. The table refreshes with the view’s filters applied.
  3. Select All orders to clear the view and return to the default unfiltered list.

Views dropdown in the filter bar

Saved views dropdown showing All orders and named views

When a view is active, its filters appear as chips in the filter bar. Removing a chip changes the current results but does not change the saved view.

Click Clear all to remove every filter and return to All orders.


Manage views in Settings

Admins can review and delete saved views in Settings → Views.

  1. Open Orderline from your Shopify admin.
  2. Go to Settings in the left sidebar.
  3. Click Views.

The page lists every saved view with a summary of its filters. You can delete views you no longer need.

Create new views and edit filters from the Orders page, not from this settings page.


How views work with status tabs and the filter bar

A saved view is a base filter. The existing status tabs and filter bar still work on top of it.

  • Status tabs such as Unfulfilled or Fulfilled further narrow the view.
  • Location, payment status, and fulfillment status filters in the filter bar still apply.
  • The Date filter in the filter bar controls the order created date, not a delivery date column.

For example, if you select “Today’s deliveries” and then click the Unfulfilled status tab, you see only unfulfilled orders that need to go out today.


Make a field filterable

Only non-empty values are indexed for filtering. If a field is missing from a filter panel:

  1. Make sure the field exists on a recent order in Shopify.
  2. Add it as a custom column in Settings → Columns so the filter icon appears.
  3. Go to Settings → General and run Re-sync orders so Orderline indexes the latest data.

Troubleshooting

View returns no orders

CauseFix
Filter value is too specificRemove or broaden the filter
Date filter is not matchingRemember that a single From date is an exact day, not “on or after”
Date filter uses wrong timezoneConfirm your shop timezone in Settings → General
Custom attribute is empty on matching ordersCheck the order in Shopify admin, then re-sync

Filter icon is missing on a custom column

Only custom columns that have a source in Settings → Columns show a filter icon. Standard columns such as Order, Date, Customer, and Total use the existing filter bar instead.

Field is not available to filter

  • The field must exist on at least one synced order.
  • Add it as a custom column in Settings → Columns.
  • Run Re-sync orders to refresh the indexed data.
  • Only non-empty fields appear in the filter panel.

Saved view does not update after changing a column label

Views are linked to the underlying field, not the label. Renaming a column or view does not break the filter.


Quick reference

┌────────────────────────────────────────────────────────────┐
│  CUSTOM VIEWS CHECKLIST                                      │
├────────────────────────────────────────────────────────────┤
│  ☐ Add custom columns in Settings → Columns                  │
│  ☐ Re-sync orders so values are indexed                      │
│  ☐ Click the filter icon on a custom column header           │
│  ☐ Choose a preset or enter a value                          │
│  ☐ Apply filters from more columns for multi-condition views │
│  ☐ Click Save view and name it                               │
│  ☐ Switch views from the Orders screen dropdown              │
│  ☐ Delete unused views in Settings → Views                   │
└────────────────────────────────────────────────────────────┘

Need help setting up the fields first? See Custom order table columns.