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:
- Open the Record Filters tab.
- Click New or New Filter Record.
- Enter a name and description for the filter.
- Enter the API name of the object whose records you want to filter.
- Click Save. The newly created filter's details display.
- In the Record Filter Criteria section, click New or New Record Filter Criteria.
- 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.
- 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".
- Click Save.
- 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.