Filters
Filter by Record Ownership
Ownership filtering allows you to specify the records that will be included in Views or Reports.
- All Visible Records
- All records from all teams. Records that you have created, as well as those assigned to you by others.
- My Records Only
- My Teams' Records Only
- Only records belonging to your team (My Team).
- Specific Teams' Records Only
- Only the records of users belonging to a selected team. Click the Lookup button to display a list of available teams, and select one or more teams to include their records.
- Specific Users' Records Only
- Only the records of individual users. Click the Lookup button to display a list of users. Select one or more to include their records.
- Records Created By Me Only
- Only records that you have created
- Unassigned Records
- Records that do not have an owner.
- Delegated To Me
- This option appears for Tasks. It lets you select Tasks that have been delegated to you.
Filter by Date
Date filters provide the ability to search records containing date-formatted fields.
A selection of dynamic date ranges is available, based on either a calendar period (This Month, Last Month), or on a number of days (Last 60 days, Last 120 days).
- Parameters
- Choose the date field and date range from the dropdown lists. The available fields will change, depending on the date fields that are included in the object.
- Field
- Choose a Date Field for use in this filter
- Choose the date range type
-
- Fixed
- Specify a Start Date and End Date (inclusive); Optionally, enter dates or use the Calendar button
- Dynamic
- Many options exist for Days, Weeks, Months, Quarters and Years, including both future and past dates; Optionally, choose a Custom Date Range
- Current
-
- This Month
- First day of this month through today (inclusive)
- This Week
- Sunday through Saturday; Optionally, choose Custom | Last | 7 | Calendar Day(s) to view the last 7 days of data
- Today
- Includes all records, from 12:00 am (00:00) to the current time
- Tomorrow
- Includes all records in the 24 hour period from 12:00 am (00:00) to 11:59 pm (23:59) tomorrow
- Yesterday
- Includes all records in the 24 hour period from 12:00 am (00:00) to 11:59 pm (23:59) yesterday
- Previous
- Many options are available, including 30-, 60-, 90-, 120-, and 365-day periods.
- Next
- Many options are available, including 30-, 60-, 90-, 120-, and 365-day periods.
- Calendar (quarter)
- Options for current, previous, and next quarter, plus combinations.
- Calendar (year)
- Options for current, previous, and next year, plus combinations.
- Financial
- Current Period, Next Period, and Previous Period
- Learn more: Financial Periods
- Custom
- Specify a cut-off date range. The choices include:
- Before, After, or in the Next
- {some number} of
- Calendar Days, Weeks, Months, or Years
- Click [Add Date Filter] for additional date-filter rows.
Filter by Field Value
The interactive builder makes it easy to build up a Filter Expression of medium complexity, one line at a time--where each line compares the value of a field to some value. When the Lookup field display type points to Users, a special value of $userid is applicable only for Lookup field display type. $userid dynamically parses to the logged in user ID. The $userid cannot not be used with any other field display type.
Creating a Filter Expression
To create a filter expression:
- Select an object field and a comparison operator
- Specify a value to compare to
- Add or remove comparisons, as needed.
Note: The multi-value lookup field is not supported in filtering of records in Reports.
Specifying Values
Comparison values are most often specified as numbers and strings, as in the example above.
- Number - a collection of digits: 91410
- String - a sequence of alphanumeric characters in quotes: 'This is a string'
It is also possible to specify values for other kinds of fields.
- Learn more:
Using the Advanced Options
Clicking Advanced Options lets you put parentheses around expression elements, and choose the logical operatores AND and OR to determine how the elements are combined.
