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

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🔸 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.