Define Filter Conditions

• By setting up filter conditions, we check if there is at least one record in the system that matches my defined criteria.

• On every object node that you access, you can define filter conditions. To do so, select Define Filter Conditions = Yes.

• This opens the Conditions Builder, consisting of 3 actions:

  1. Define a filter condition
  2. Add new condition(s)
  3. Condition filter logic

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Define a Filter Condition

2. Select a field to filter based on its data.

• You can either scroll through the fields list or enter the name or a part of the field name or API name to narrow down the selection.
• Per each available field, you can see an icon indicating the field type (checkbox, text, date, etc.), the field label, and the API name.
• You got access to all standard, custom and managed package fields.
• Click on the field to confirm your selection.

Accessibility and security

Users can only select fields they can access based on their user permissions.

2. Select the Operator

• Based on the selected field type, you get a selection of available operators to choose from. See the current filter operator reference for exact availability, relative dates, and null behavior.

3. Define your filter value

• To finalize your filter condition, select or enter a filter value.

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Add New Condition(s)

• If you want to add more filter conditions, click + Add Condition and repeat the steps of Define a filter condition.

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Remove Filter Condition(s)

• If you made a mistake and want to remove a filter condition, click the bin icon to the right of this filter condition.

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Condition Filter Logic

• As soon as you have more than one filter condition, you need to decide what logic should apply.
• The default logic is: All Conditions Are Met.
  • So, each defined filter condition must be met for a record to be part of this audience.
  • Condition 1 AND Condition 2 AND Condition 3.
• Alternatively, you can choose:
  • Any Condition Is Met
    • Using this filter logic, it doesn’t matter which filter conditions are met as long as one is met.
    • Condition 1 OR Condition 2 OR Condition 3.
  • Custom Logic Is Met
    • Using this filter logic, you unlock a custom input field where you need to define the logic yourself.
    • A number displays each filter condition that you can see to the left of the conditions.
    • You can use AND, OR, NOT, and parentheses to group the logic. Every condition must be referenced.
    • Example: Condition 1 AND (Condition 2 OR Condition 3)

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Finish your Filter Conditions

• Once you’ve defined all filter conditions and set up the logic, click Done to finish the setup.
• If you don’t want to save your input or changes, click Cancel or the close button (x) above the top right corner.