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Create a Context Filter
Filter and sort your contextual data with Context Filters. You can define the filter conditions and sort order for the data in your context definitions.
Required Editions
| Available in: Lightning Experience |
| Available in: Developer, Enterprise, Professional, and Unlimited editions for Industries clouds where Context Service is enabled |
| User Permissions Needed | |
|---|---|
| To create context filters: | Context Service Admin |
- In Setup, find and select Context Definitions.
- On the Custom Definitions tab, select the context definition that you want to add a filter to.
- Click the Filters tab.
- To create a context filter, click New Filter.
- Enter the Filter Name, API Name, and Description.
-
Under the Conditions section, select a Node,
Attribute, Operator and enter a
Value.
For example, to filter all records that have the account name Alex, set these values:
- Node: Account
- Attribute: Name
- Operator: =
- Value: Alex
For Date type attributes, you can also set a Date Range filter. For example, to filter all asset records that have a lifecycle end date in the upcoming week, set these values:
- Node: Asset
- Attribute: LifecycleEndDate
- Operator: <=
- Date Range: Upcoming Days
- Days Count: 7
- To add a condition, click Add Condition.
-
To add a sort order to your nodes and attributes, in the Sort Order section, select a
Node, Attribute, Sort
Order and enter a Limit value.
You can add up to two sort orders for a context filter by clicking Add Sort Order.
- Save your changes.
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