Custom Filters

A guide to the setup and usage of Custom Filters which allow you to create smart Landing Page filters using Boolean operators.

Custom Filters can be applied to Landing Pages and Report Views, these Custom Filters allow you to use Boolean operators to create complex filters that go above matching All or Any of the Filters set.

To create a Custom Filter you will first need to add Filters to at least two Columns that you want to use within the Landing Page or Report.

From the dropdown menu under Match all you will now able to select a new value, Custom.

Selecting Custom will apply a Match All filter such as 1 AND 2 AND 3 to the Picklist. This Field will then become editable so that you can type directly into the Filter and amend it as needed.

For example, if you want to show Organisations Records that are assigned to Users called Jane AND the Organisations that are in London OR The Organisations that are assigned to Users called Jane AND the Organisations within an Industry starting with IT you could apply the below.

You will need to remember to use brackets where appropriate for example:

1 AND 2 OR 3 would be read as “(1 AND 2) OR 3” which in this scenario would return results that are Assigned to Jane AND in London OR any Record with an industry starting with IT.