AgileApps Support Wiki Pre Release

Filter by Field Value

From AgileApps Support Wiki

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:

  1. Select an object field and a comparison operator
  2. Specify a value to compare to
  3. Add or remove comparisons, as needed.

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Note: The multi-value lookup field is not supported in filtering of records in Reports.

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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.

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