Using Advanced Filters with Custom Objects

Advanced Filters for Custom Objects

The Advanced Filters feature gives you powerful tools to refine and search through your custom object data with precision. By applying multiple filter conditions, you can quickly locate specific records based on both default fields and your custom attributes.

Accessing the Advanced Filters Panel

To begin filtering your custom object data, navigate to the Custom Objects page in your CRM. Look for the "Advanced Filters" option located in the top right corner of the page and click to open the filtering panel.

Setting Up Your Filters

Within the Advanced Filters panel, you can search for specific fields or browse through available categories to select the criteria you want to filter by. The panel organizes fields into expandable sections, such as Other Details, Car Info, and Price, making it easy to find the right attributes.

You can filter using both default system fields and any custom fields you've created for your objects.

Applying Complex Filter Logic

For more sophisticated searches, you can combine multiple filters using AND/OR logic. This allows you to create precise conditions that match your specific search requirements. The panel lets you manage the order of your filters for optimal clarity and organization.

To remove individual filters, simply deselect them. If you want to start over completely, use the reset button to clear all applied filters at once.