Multi-Selection Filter Option for Lookup Fields
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Multi-Selection Filter Option for Lookup Fields
- 1 Minute to read
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Introduction
- Before this release, it was only possible to select one Lookup Record (see screenshot below).
- If you wanted to select multiple records to cover a scenario like Account ID Equals Account 1 OR Account 2 OR Account 3 - you'd need to create multiple filter conditions.
- That was not the most convenient way. Therefore, we enhanced our functionality so you can select multiple records in one filter condition.
Functionality
- If you now select a lookup record, it will be added as a badge below the lookup field.
- You can add as many as you like.
- If you want to remove one, click the X action button on the right side of each badge.
- For "Equals" it works like an OR-statement: Equals Record 1 OR Record 2 OR Record 3 ...
- For "Does Not Equal" it works like an AND-statement: Does Not Equal Record 1 AND Record 2 AND Record 3...
Available Editions
All Editions.