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.
