Creating a Record Filter

You can use record filters to retrieve a list of records of the specified object with a specific set of values.

To create a record filter:

  1. Open the Record Filters tab.
  2. Click New or New Filter Record.
  3. Enter a name and description for the filter.
  4. Enter the API name of the object whose records you want to filter.
  5. Click Save. The newly created filter's details display.
  6. In the Record Filter Criteria section, click New or New Record Filter Criteria.
  7. Enter the API name of the field you want to filter by. The field must exist on the specified object or its related object. If you want to filter by a related object's field, change the lookup field to the related object to a relationship by changing the c at the end of the API name to an r. For example, enter fferpcore__Account__r.Name instead of fferpcore__Account__c.Name.
  8. Enter the required value of the field. Only records with the specified value for the field are included by the filter. Note that the Value field is not case-sensitive. If you want to filter by a checkbox field, you must enter "true" or "false".
  9. Click Save.
  10. Repeat steps 6-9 to create additional criteria.

Once you've defined the record filter and its criteria, you can use the filter in another process.