Filters on some types of custom fields: Difference between revisions
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Filters in some types of custom fields allow you to display a list of selectable values that match the conditions you set. | Filters in some types of [[custom fields]] allow you to display a list of selectable values that match the conditions you set. | ||
Filters are available in the following types of fields: | Filters are available in the following types of fields: | ||
*Contact | *[[Contact]] | ||
*Counterparty | *[[Counterparty (custom field) | Counterparty]] | ||
*Task | *[[Task (Field type) | Task]] | ||
*Task set | *[[Task set]] | ||
==Setting up a filter in a custom field== | ==Setting up a filter in a custom field== | ||
To activate a filter, you must select "Meets the conditions" for Display in selection controls in the field settings: | To activate a filter, you must select "Meets the conditions" for '''Display in selection controls''' in the field settings: | ||
Latest revision as of 09:23, 20 November 2020
Filters in some types of custom fields allow you to display a list of selectable values that match the conditions you set. Filters are available in the following types of fields:
Setting up a filter in a custom field
To activate a filter, you must select "Meets the conditions" for Display in selection controls in the field settings:
After you have done this, you will be able to add a set of conditions which must be met in order for values to be displayed for selection in this field:
