Filter Designer
- Products Admin
The filter is used to filter the records as per the given criteria. Filter that reads data in and manipulates the data to fit another output pattern or removes data that may not be needed.
Filter Designer integration-
List View
Report
Data Loader
Layout Designer
Workflow Actions
Model
Visibility, Disability, Read-only, Required Criteria
Data types (Work Done)
Text
Select
Multi Select
Integer
Double
Percentage
Record (Object)
Lookup
Email
Url
Duration
Date
Time
Date/Time
Checkbox
Tags
Text Area
Merge Text
Data types (Work Pending)
Array
Currency
Logical Operators
Logical operators are used to combine multiple conditions.
AND: The logical AND operator is an operator that performs a logical combination of two statements. It receives the value "TRUE" only when both statements are true. If one of the two statements is false, the logical AND operator returns the value "FALSE".
OR: The OR operator is a Boolean operator that returns TRUE if one or both operands are TRUE
NOT: Operators that can be used to create a new compound statement from two or more statements. It reverses the truth value of any statement it appears before.
Add Condition
This is used to add multiple conditions using the “+” icon.
Add Group Condition
It is used to add multiple conditions to a group using the “Add Group“ icon
Filter Operators
Equals:
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.
Start With:
It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE
Contains:
The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE.
End With:
It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE
IN:
IN operator allows you to easily test if the expression matches any value in the list of values.
Determines whether the value of an expression is equal to any of several values in a specified list.
Greater Than:
Returns True if the value on the left side is greater than the value on the right side.
Less Than:
Returns True if the value on the left side is less than the value on the right side.
Greater Than or Equal To:
Returns True if the value on the left side is greater than equal to the value on the right side.
Less Than or Equal To:
Returns True if the value on the left side is less than equal to the value on the right side.
Between:
The Between operator selects values within a given range. The values can be numbers, text, or dates. The Between operator is inclusive: begin and end values are included.
All Of:
All of operator is used to compare each value to another value. The all of operator returns TRUE if all values match the given condition.
None Of:
None of operator is used to compare each value with another value. None of the operators returns TRUE if all values do not match the given condition.
Any Of:
Any of operator is used to compare each value with another value. Any of operator returns TRUE if any one value matches the given condition.
Match:
Match operator to compare a string expression with a pattern. returns true or false depending on whether its pattern matches the given string. The match operator supports these wildcard characters in the quoted string. Matches any of the enclosed characters, including ranges, as in [ a-z ].
Source Type
Static:
By using the Static source type, results include only records from the selected field. Result fetching by the value which has been added under the Static.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as a “Static”.
Input value which needs to fetch in result & then “Save”.
Variable:
By using a Variable, the result is fetched by the value that has been added under the Variable, But have to make sure that the value that we are adding is from the value of the variable.
We need to create a variable first.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as a “Variable”.
Select a variable from the drop-down which needs to fetch in the result & then “Save”.
Input Variable:
By using an Input Variable, the result is fetched by the value that has been added under the Input Variable, But have to make sure that the value that we are adding is from the value of the input variable.
We need to create an input variable first.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as an “Input Variable”.
Select an input variable from the drop-down which needs to fetch in the result & then “Save”.
Cookie Key:
By using Cookie Key, the result is fetched by the value that has been added under the Cookie Key. But, have to make sure that the value that we are adding is from the value of the cookie.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose Source Type as a “Cookie Key”.
Open the Inspect by right-clicking on the respected object’s list view.
Find the “Cookies“ from the Application tab.
Paste Cookies value which needs to fetch in result & then “Save”.
Local Storage Key:
By using the Local Storage Key, the result is fetched by the value that has been added under the Local Storage Key. But, have to make sure that the value that we are adding is from the Local storage value.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as a “Local Storage Key”.
Open the Inspect by right-clicking on the respected object’s list view.
Find the “Local Storage” from the Application tab.
Paste in the value that needs to fetch in the result & then “Save”.
User:
By using the User source type, the result is fetched by the value that has been added under the User.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as a “User”.
Select a value from the drop-down which needs to fetch in the result & then “Save”.
Instance:
By using the Instance source type, the result is fetched by the value that has been added under the Instance.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as an “Instance”.
Select a value from the drop-down which needs to fetch in the result & then “Save”.
Profile:
By using the Profile source type, the result is fetched by the value that has been added under the Profile.
Steps to do:
Click on “Filter”
Select the [+] icon to create a New Condition.
Select an appropriate “Field & Operator” from the drop-down.
Choose the Source Type as a “Profile”.
Select a value from the drop-down which needs to fetch in the result & then “Save”.