How do I view records that have an empty value in specific fields?
You can use a custom view to filter records that have an empty value in a specific field. Let’s understand this better with the help of a scenario.
Scenario: Patricia, a purchasing manager, manages material orders for production at her manufacturing company. Upon receiving a raw material request from production, she creates a purchase order in Zoho Books, which she sends to the vendor. The vendor fulfills the order and returns an invoice, occasionally without the order number, which Patricia records as a bill. To identify such bills, Patrcia creates a custom view with the condition “Order Number is empty” in the Bills module. She then adds the Order Number to those invoices.
To create a custom view to filter records that have an empty value:
- Go to the module for which you want to create a custom view.
- Click the All Bills dropdown (the dropdown name will change based on the module) at the top of the page and select + New Custom View.

- Enter the name of the custom view in the Name field.
- Enter the criteria in the Define the Criteria section (Order Number is empty in this case).
- Click Save.

A custom view will be created which displays records with empty values (in this case, bills not having an order number).