Custom Filter Options in Field Configuration

Clari Admins can now create more complex filter options in Field Configuration. This article walks you through the prerequisites and steps for creating customer filter options. 

 

Note: Only Clari Admins can perform the steps in this article. Your company must have Field Configuration enabled to use this feature. 

 

How to create a custom filter option

Go to Field Configuration and hover over the field you want to edit, like this:

 

 

Note: You can also add a field by clicking Actions (top right) > Add Field. Learn more about Adding a Field here.

 

Create a new filter option

For all fields types, admins can create new filter options by either using a preset or creating a custom date range. 

 

1. Presets: Select from the list of predefined filter options:

 

 

2. Click Custom Range at the top of the list above to create a Custom Range: 

 

 

Once you choose Custom Range, the Operators change based on the Field Type. See the tables below to learn about the operators and range types for:

 

• Date Fields

• Number / Currency / Percentage Fields

• String Fields

 

Customizing Date Fields

Operators

 

 

There are three main operators used for constructing criteria which are:

• is means "="

• is before means “<“

• is after means ">"

• is between means ">= to <="

 

For example, is last 10 days means = last 10 days (see image below)

For example, is before Today means < Today

Dynamic vs Fixed ranges for Date Fields

 

1. Dynamic Range: Range that changes relative to today

   1. Last: Starts from today to N days/weeks/months/years before today, and starts at 12AM on that day

   2. Next: Starts from tomorrow to N days/weeks/months/years after tomorrow, does not include today

   3. Ago: Starts N days/weeks/months/years before today, then continues based on selected time interval (day, week, month, year)

   4. Presets:

      • Today

      • Tomorrow

      • This/Next/Last Week

      • This/Next/Last Month

      • This/Next/Last Quarter

      • This/Next/Last Year

      • Overdue

 

 

Fixed Range: Range with specific dates based on operators selected

1. 1. is before - everything before selected date

   2. is after - everything after selected date

   3. is between - everything between two selected dates

 

 

Customizing options for Number, Currency, and Percentage Fields

 

Operators

 

 

There are two main operator types used for constructing criteria which are:

 

Single

• = Equals

• ≠ Not equals

• < Less than

• <= Less than or equal

• > Greater than

• >= Greater than or equal

 

Range

 Define values for a and b:

• a < x <= b Greater than and less than or equal

• a <= x < b Greater than or equal and less than

• a <= x <= b Between inclusive

• a < x < b Between exclusive

 

Available Presets:

 

Number

• < 0

• 0 - 10

• 11 - 20

• 21 - 30

• 31 - 40

• 41 - 50

• 51 <

 

Currency

• > 1M

• 500k - 1M

• 100k - 200k

• 50k - 100k

• 10k - 50k

• 1k - 10k

• 0 - 1k

• >0

• <0

 

Percentage

• 0 - 10

• 11 - 20

• 21 - 30

• 31 - 40

• 41 - 50

• 51 - 60

• 61 - 70

• 71 - 80

• 81 - 90

• 91 - 100

 

Customizing options for String Fields

Operators

 

There are five main operators used for constructing criteria which are:

• Contains

• Does not contain

• Equals

• Does not equal

• Is null

 

Here's an example of those operators for String fields: 

 

 

Adding additional criteria using AND / OR

 

Admins can define multiple sets of criteria for one filter option to build more complex logic. They can either use:

• AND - evaluate if all the criteria (when there are multiple) return true

• OR -  evaluate if one of the criteria (when there are multiple) return true

 

Note: This feature does not support using AND and OR at the same time for one filter option. For example, you can't use a filter for Last Quarter AND This Quarter OR Next Quarter.

 

Here's an example for Last and This Quarter: