Filters on some types of custom fields: Difference between revisions
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(Created page with "== Go To == *Custom fields *Types of custom fields *Sets of custom fields *Feature Description") |
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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:
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: