Data Filters

Dynamic Data Filters

You can apply dynamic filters to your linked fields.

For example, if you’re assigning Sales Managers to Meetings you can limit what Location this meeting can be held at based on where the Sales Manager works.

The two fields need to be the same field type.

Enable dynamic data filter

1. Click Manage fields and data

2. Select the arrow on the link field where you’d like to apply the filter

3. Tick Limit the records which can be selected

4. Choose the field you want the filter in the linked table

5. Scroll down and select the operator ‘is current record’s’

6. Select the field in the current record you’d like the filter to check

List Layout Filters

Set filters on layouts to show different information on different layouts or to limit who can see different types of data.

1. Click Edit Layout

2. Select Filters

3. Apply your filters based on information on the table