Advanced Filters - And/Or Grouping

Jay Graves
Jay Graves Member Posts: 18 VERIFIED MEMBER
Fourth Anniversary 10 Comments 25 Up Votes 5 Likes
in Ideas and Product Feedback #1

We really need the ability to do more advanced filters with and/or combinations (parenthetical expressions). Another option would be to include/exclude records based on the results of another filter.

Example, we have a filter that pulls all "Won" deals with a deal end date (custom field) that is in the future. Works great to find customers with active deals. What we can't do is find deals after they expire because it pulls all historical records. Some and/or groupings would let us pull this off.

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  • LukasC
    LukasC Member Posts: 6 VERIFIED MEMBER
    First Comment Photogenic
    #2

    I believe this request has been around for some time and may be found in the pipeline.

    But I also consider it one of the biggest items on my "wish list" as it makes it impossible to do any more sophisticated queries.

    Given the investments you make into AI driven report building and filtering, it would be VERY helpful to increase the flexibility and complexity of the filtering options.

    Specifically:

    • nested filters - combination of AND and OR filters
    • more consistent use of the filtering options, such as "any of", "starts with", "does not contain" etc. - it greatly varies which options are available for which fields in which entities
    • for "multiple choice" fields enable combinations like "at least XXX options", "max. XXX options" selected and more consistant use of "any of" option

    This would be a great help

    Thanks

    Lukáš

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