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

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.

Add New Condition(s)

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

Reorder Filter Conditions

As soon as there are two or more filter conditions, each one has a grip handle to the left of its number or its AND / OR. The grip handle shows when you point to the condition or when the grip handle has keyboard focus.
Drag the grip handle to move the condition. A line shows where it will land. Press Esc to cancel the drag.
Or click the grip handle and select Move up, Move down, Move to top or Move to bottom. Moves that are not possible are disabled.
With the keyboard, focus the grip handle and press the up or down arrow key to move the condition one position.
The condition numbers always follow the order from top to bottom. With Custom Logic Is Met, the custom logic is rewritten so that it keeps its meaning: moving condition 3 to the top turns 1 AND (2 OR 3) into 2 AND (3 OR 1).

Screenshot: The Edit Contact Filter dialog with three conditions for Mailing Country Austria, Title Marketing Director and Mailing Country Germany, the custom logic 2 AND (3 OR 1), the move menu open on the third condition, and Undo and Redo in the dialog header

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.
With Custom Logic Is Met, the removed condition is taken out of the custom logic and the conditions after it move up one number: removing condition 2 from (1 OR 2) AND 3 gives 1 AND 2. If the custom logic cannot be read, it stays as you wrote it and shows its validation error.

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)

Undo and Redo Changes

After your first change in the dialog, Undo and Redo appear at the right of the dialog header.
They step back and forward through all changes in the dialog: the conditions and their order, the filter logic, With / Without, the logic between related objects, and a filter taken over with Copy Existing Filter.
Typing in one field counts as one change.
You can also use the keyboard: Cmd+Z (Mac) or Ctrl+Z (Windows) to undo, Cmd+Shift+Z or Ctrl+Shift+Z or Ctrl+Y to redo. In a text field, these keys undo your typing in that field.
Attaching or detaching a Filter Library entry is not part of the history. A detached entry has its own Undo link.
The history starts when you choose the object. If you go back and choose another object, it starts again. It ends when you close the dialog.
The aggregate wizard, the Filter Library entry and the outcome definition have the same Undo and Redo, for every change in their dialog.
In a dialog with several steps, Undo and Redo go to the step where you made the change, so you always see what changes.

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.