Custom Filters

Building Custom Filters

1. Access Logic Builder

   • Open filter settings
   • Launch Logic Builder
   • Start new filter

2. Define Conditions

   • Select columns
   • Choose operators
   • Set values
   • Add logic blocks

3. Combine Rules

   • Use AND/OR operators
   • Group conditions
   • Set precedence
   • Add branches

4. Test and Save

   • Preview results
   • Adjust logic
   • Name filter
   • Save configuration

Advanced Features

Complex Logic

• Multiple conditions - Nested rules - Dynamic values - Custom functions

Reusability

• Save as template - Share with team - Export/Import - Version control

Filter Components

Conditions

• Column comparisons
• Value matching
• Pattern matching
• Custom formulas

Functions

• Text operations
• Date calculations
• Numeric computations
• Logical operations

Examples

Sales Pipeline

IF Status = "Opportunity" AND
   Value > 10000 AND
   Last_Contact < TODAY - 7
THEN Show

Task Priority

IF (Due_Date < TODAY + 7 OR
    Priority = "High") AND
    Status != "Complete"
THEN Show

Templates Library

• Save common filters
• Categorize by use case
• Share with team
• Track usage