Filters on some types of custom fields: Difference between revisions

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Filters in some types of custom fields allow you to display a list of selectable values that match the conditions you set.
Filters are available in the following types of fields:
*Contact
*Counterparty
*Task
*Task set
==Setting up a filter in a custom field==
To activate a filter, you must select "Meets the conditions" for Display in selection controls in the field settings:
https://s.pfx.so/pf/jG/7dZZIk.png
After you have done this, you will be able to add a set of conditions which must be met in order for values to be displayed for selection in this field:
https://s.pfx.so/pf/6P/fnlKTG.png
== Go To ==
== Go To ==
*[[Custom fields]]
*[[Custom fields]]

Revision as of 09:21, 20 November 2020

Filters in some types of custom fields allow you to display a list of selectable values that match the conditions you set. Filters are available in the following types of fields:

  • Contact
  • Counterparty
  • Task
  • Task set


Setting up a filter in a custom field

To activate a filter, you must select "Meets the conditions" for Display in selection controls in the field settings:


7dZZIk.png


After you have done this, you will be able to add a set of conditions which must be met in order for values to be displayed for selection in this field:


fnlKTG.png



Go To