- From the Lightning Experience report builder, click Filters | | Add Filter Logic. …
- Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. …
- Click Save.
Table of Contents
How to create custom filters in Salesforce?
- While still viewing the Case object, select Fields & Relationships.
- Select Contact Name, then click Edit.
- In the Lookup Filter section, click Show Filter Settings.
- Click the Find icon to select the Field, and fill in the filter details. …
- Ensure Required is selected next to Filter Type.
- Leave everything else as is and click Save.
How to add custom filter?
To add the custom filter group
- In the AOT, expand Forms, and then expand the form where you want to add the custom filter group. …
- Expand Designs, right-click Design, click New Control, and then click Group. A group control is added to the form. …
- Right-click the group control, and then click Properties. …
- Right-click the form and then click Save.
How to add a dashboard filter?
Adding dashboard filters. To get started, make sure the dashboard is in edit mode and that you have at least one query tile or Look-linked tile. Click Filters in the top toolbar, and then click Add Filter. An Add Filter window appears pre-populated with fields from any Explores used in the dashboard. You can use the search bar to find the field …
How to add another filter?
- Select the EnglishProductName slicer visual.
- Then In Filter pane, under filter on this visual, drag and drop the measure to the ‘add data field here’.
- Under Show item when the value is, click on the drop-down and select is greater than.
- Then in the blank box write 1.
- Click on Apply filter.
What is a filter logic in Salesforce?
Filter logic governs how and when filters apply to your report.
How do I use filters in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. … Select an operator for the filter and type the filter value in the next field. … Click Save.
How do I filter multiple values in Salesforce?
If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.
How do I create a custom filter in Salesforce?
Create a Custom FilterFrom the App Launcher. … To the right of the filter picklist, click. … Enter the name, description, and dates to select. … Set the field criteria. … Choose the fields to display. … Decide whether to share the filter with other dispatchers. … Click Save.
How do I change the filter in logic Salesforce?
0:034:32Add Filter Logic (Lightning Experience) | Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipConsider this opportunity pipeline report which already has a few filters set add filter logic byMoreConsider this opportunity pipeline report which already has a few filters set add filter logic by clicking more options then add filter logic filter logic only applies to custom filters.
What is the difference between a filter and a cross filter in Salesforce?
Use cross filters to filter a report by an object’s child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object’s child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
How do you filter a report?
Filter data in a reportRight-click any last name, and click Text Filters > Begins With.Enter “L” in the box that appears, and click OK. Access applies the filter, and now you can print the report with just that data.
Can you filter columns in Salesforce?
When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.
How do I find filter criteria in Salesforce?
To see the suggested criteria, select Insert Suggested Criteria . In Salesforce Classic, administrators can make lookup filters required or optional. In Lightning Experience, all lookup filters are required, even if admins specify them as optional in Setup.
How do you apply filters?
Try it!Select any cell within the range.Select Data > Filter.Select the column header arrow .Select Text Filters or Number Filters, and then select a comparison, like Between.Enter the filter criteria and select OK.
How do you set filters?
0:312:51How to Create Filter in Excel – YouTubeYouTubeStart of suggested clipEnd of suggested clipLet’s select the headers. Month days. And season now click on the data tab and look for the groupMoreLet’s select the headers. Month days. And season now click on the data tab and look for the group sort and filter then find and click on the filter.
How do I create a filter?
To create a filter at the view level:Sign in to Google Analytics..Click Admin, and navigate to the view in which you want to create the filter.In the VIEW column, click Filters.Click + Add Filter. … Select Create new Filter.Enter a name for the filter.Select Predefined to select from the predefined filter types.More items…
Filter Logic A: (1 AND 2 AND 3)
If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who’s Zip/Postal Code is both “43215” AND “43214.”
Filter Logic B: (1 OR 2) AND 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either “43215” OR “43214” and will also return ALL Prospects with a Market Segment of “Columbus” (regardless of their Zip/Postal Code).
Filter Logic C: (1 AND 3) OR (2 AND 3)
This Filter Logic will return Prospects in the “Columbus” Market Segment who’s Zip/Postal Code is “43215” and will also return Prospects in the “Columbus” Market Segment who’s Zip/Postal Code is “43214.”
Filter Logic D: (1 OR 2) NOT 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either “43214” OR “43215” and will also return ALL Prospects with a Market Segment that is NOT “Columbus.”
Filter Logic D: (1 NOT 3) OR (2 NOT 3)
This Filter Logic will return Prospects who are NOT in the “Columbus” Market Segment who’s Zip/Postal Code is “43215” and will also return Prospects who are NOT in the “Columbus” Market Segment who’s Zip/Postal Code is “43214.”