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Filter Editing by Type

Filters offer specific configurations depending on their field type. Below are the editing details for each type.

  • Text Type

    • Text

  • Number Type

    • Number

    • Currency

  • Date Type

    • Date

    • Date/Time: Provide as date format only

  • Lookup Type

    • Lookup

  • Other Types

    • Picklist

    • Multi-Select Picklist

    • Checkbox

🔸 Text Type

Edit a filter for text type
No.
Name
Description

1

Search Type

Choose how the entered value will be filtered.

  • Operator

    • Contains (Default)

    • Equals

    • Start with

  • Range (From ~ To)

🔸 Date Type

Edit a filter for date type
No.
Name
Description

1

Search Type

Choose how the entered value will be filtered.

  • Range (From ~ To) (Default)

    • None (Default)

    • Today

    • This month

    • This year

    • Prev month

    • Prev year

    • Next month

    • Next year

  • Month

    • None (Default)

    • This month

    • Prev month

    • Next month

🔸 Number Type

Edit a filter for number type
No.
Name
Description

1

Search Type

Choose how the entered value will be filtered.

  • Operator (Default)

  • Range (From ~ To)

🔸 Lookup Type

Edit a filter for lookup type
No.
Name
Description

1

Keyword Search Conditions

Configure the search conditions for the records to be looked up.

  • WHERE: Define conditions for the records to appear in the search. You can manually enter the WHERE clause or use the Query Wizard to configure it.

  • ORDER BY: Define the sorting order for the records based on specific fields. You can manually enter the ORDER BY clause or use the Field API Name Finder to configure it.

PreviousAdd and Configure FiltersNextCompact Configurator Setup

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