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Note: Before using the filter criteria, it's important to understand which filter operators are supported for each field type.

Filters Attributes:

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Note: For the Static source type, users can select values from different value sources.

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Static Value Source Attributes

Description

Input Variable

Select from the variables created in the layout whose value you want to use.

Info

Reference: Variables

Cookie Key

Choose the available cookie key whose value you want to include from your browser.

Local Storage Key

Select the available Local Storage Key whose value you want to include from your browser.

User

You can also select fields from the current logged-in user in your organization to include in the merge.

Note: The User source refers to the currently logged-in user in your organization. This means that if you include the First Name field from the user, each time a different user logs in, they will see their own First Name displayed.

Filter Operators

Operator

Supported Field Types

Description

Equal

Number, Currency, Date, Text, Boolean, Picklist

The equal operator is used to compare two values or expressions. It is used to compare numbers, strings, Boolean values, variables, objects, etc. The result is TRUE if the expressions are equal otherwise it’s FALSE

Contains

Text, Picklist

The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE

Starts With

Text, Picklist

It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE.

Ends With

Text, Picklist

It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE

In

Text, Picklist

IN operator allows you to easily test if the expression matches any value in the list of values. It determines whether the value of an expression is equal to any of several values in a specified list.

Note: For the Static source type, users can select values from different value sources.

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Static Value Source Attributes

Description

Input Variable

Select from the variables created in the layout whose value you want to use.

Info

Reference: Variables

Cookie Key

Choose the available cookie key whose value you want to include from your browser.

Local Storage Key

Select the available Local Storage Key whose value you want to include from your browser.

User

You can also select fields from the current logged-in user in your organization to include in the merge.

Note: The User source refers to the currently logged-in user in your organization. This means that if you include the First Name field from the user, each time a different user logs in, they will see their own First Name displayed

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List View Controls:

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With this list view control, you can manage the overall settings and appearance of the list view.

List View Controls Options

Description

New

The New List View button allows users to create a new list view from scratch.

Clone

The Clone button allows users to create a duplicate of an existing list view.

Rename

The Rename button allows users to change the name of an existing list view.

Display Fields

The Display Fields option lets users choose which fields to be shown in the list view.

Search Fields

The Search Field allows users to enter keywords to find specific items or entries within the list view.

Filter Fields

Select the field you want to apply the filter to in the list view and click save.

Info

Reference: Filter Fields

UI Fields

Using UI fields the user can display the fields in the List View on the home page, after creating any UI Field. All those UI fields are visible in the Display Fields.

Info

Reference: UI Field

Filter

The Filter Field lets users specify criteria to narrow down the list view based on certain conditions.

Info

Reference: Filter

Delete

The Delete button allows users to remove an existing list view or item from the application.

Info

Reference: How to delete a published layout?

Config

The Config button provides access to configuration settings for customizing the list view.

Info

Reference: List View Control Config.

Sharing Setting

The Sharing Settings allow you to control access to the list view with the following options:

  • Only Me: Accessible only to the current user.

  • Public: Accessible to all users.

  • Specific (User and Profile): Accessible to selected users or profiles.

Variables

Here, users can configure a new variable for use in their settings or filter conditions.

Info

Reference: Variable Config

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