Sheet Setting - Filter
In the "Filter" tab, you can update and confirm the filter setting for displaying records.
[A] Show me – Specify the target of the record to display in the sheet. Choose one of the following (available options vary depending on the object displayed in the sheet and the organization's settings):
All Records - Target all accessible records in the organization
My Records - Target records owned by the logged-in user
My Team's Records - Target records owned by the logged-in user and users in lower roles in the role hierarchy
My Territories' Records - In organizations where territory management is enabled, narrows down to records within the user's territories
My Territory Team's Records - In organizations where territory management is enabled, narrows down to records within the user's team's territories
My Delegated Records - Narrows down to records where actions are delegated by other users, such as delegated tasks
Filter by Scope - When the administrator has enabled scoping rules for the object to be queried, narrows down records based on the scoping rules.
Include Archived Records - Sets whether to include archived records in the records displayed in the sheet. This option is only available for sheets displaying Task or Event objects.
[B] Color Filter – Displays filter information applied to colors set on records. This information is displayed only when "Enable Filtering by Record Color" is checked in the sheet's option settings.
When record color filtering is configured, the type of applicable color (text color or background color) and the filtered target color are displayed in preview. You can change the filter target using the dropdown and color picker. You can also click the "×" button to remove the filter application.
When record color filtering is not configured, click the "Apply Color Filter" link to select the target color type (text color or background color) to apply the filter and the target color to filter.
For details on color filtering, refer to "Filtering by Record Color".
[C] List of Applied Filters – The list of filter information currently applied is displayed which comes from the filter setting of the columns included in the sheet.
You can manipulate each filter from the filter menu displayed in the list of filters.
[D] Edit Filter - Displays the "Filter Settings" dialog where you can change the filter settings for the column. See "Filter" for details.
[E] Disable Filter - Allows you to temporarily disable the filter. Disabled filters are shown in light gray.
[F] Clear Filter - Allows you to clear the filter.
Filter Group
From the list of applied filters, you can create a new filter group. A filter group applies a filter by combining multiple filters as a group, subject to satisfying any one of the filters contained in the same group.
To create a new filter group, follow these steps:
From the list of applied filters, select the filter you want to add to a filter group and select "Create New Group" from the menu [a].
A filter group is created in the filter list and the selected filter is displayed in the group [b].
From the list of applied filters, select the filter you want to add to the created filter group and select the name in the "ADD TO GROUP" list in the menu [c].
The filter is added and displayed in the filter group [d].
Repeat steps 3 - 4 for the number of filters you want to add to the group
Press the "Save" button.
On the column headers, numbers are displayed in the grouped filters to indicate the filter is grouped [e].
To exclude a filter from a filter group, follow these steps:
From the filter displayed in the filter group, select "Remove from Group" from the filter menu to be excluded.
The filter is displayed outside of the filter group. Groups with no filters are automatically deleted.
Press the "Save" button.
Filter Group Restriction
Filters in a filter group have the following restrictions, depending on the column where the filter is applied.
Filters for different kind of columns cannot be in the same filter group. For example, a filter for a data column cannot be added to a filter group consisting of filters for field columns.
Even if the kind of columns are of the same field column, filters for fields through polymorphic relationships and for fields of the object linked to the sheet or through normal relationships cannot be in the same filter group.
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