Create Filters that Use Special Picklist Values

Use special picklist values for your search criteria. These special picklists have values of either True or False.

Required Editions

Available in: Salesforce Classic

The available fields vary according to which Salesforce Edition you have.

For example, to show all opportunities you have won, enter Won equals True as your search criteria. To show all closed/lost opportunities, enter Closed equals True and Won equals False.

Note If you are creating filter criteria for a report or list view, the lookup icon automatically displays when you choose to filter on one of the special picklists. Click the lookup icon to choose the value True or False. Alternatively, you can manually enter True or False in the filter criteria.

These are the available fields and their values:

Special Picklist Field	Value	Description
Accounts and contacts: `Is Person Account`	`True`	The account is a person account. Your administrator could have customized the name of this field. This field displays as the person account icon ().
Accounts and contacts: `Is Person Account`	`False`	The account is a business account.
Accounts, leads, and opportunities: `Partner Account`	`True`	The account is a partner account, or the lead or opportunity owner is a partner user.
Accounts, leads, and opportunities: `Partner Account`	`False`	The account is not a partner account or the lead or opportunity owner is not a partner user.
Activities: `All-day`	`True`	Applies only to events, not tasks. The event is marked as an all day event.
Activities: `All-day`	`False`	The event has a specific time.
Activities: `Closed`	`True`	Applies only to tasks, not events. The task has been closed, that is, the task `Status` field has a “Closed” value.
Activities: `Closed`	`False`	Task is still open.
Activities: `Event Invitation` (Only for reports)	`True`	Applies only to events, not tasks. The event is the meeting invite sent to another user for a multi-person event.
Activities: `Event Invitation` (Only for reports)	`False`	The event is the original multi-person event assigned to the event host.
	`False`	Activity does not have a green sheet.
Activities: `Task`	`True`	Activity is a task, not an event.
Activities: `Task`	`False`	Activity is an event.
Campaigns: `Active`	`True`	Campaign is active and can be chosen from various campaign picklists.
Campaigns: `Active`	`False`	Campaign is inactive.
Cases: `Closed`	`True`	The case is closed, that is, the case `Status` field has a “Closed” value.
Cases: `Closed`	`False`	Case is still open.
Cases: `Escalated`	`True`	Case has been automatically escalated via your org’s escalation rule.
Cases: `Escalated`	`False`	Case has not been escalated.
Cases: `New Self-Service Comment`	`True`	Case has a new comment added by a Self-Service user.
Cases: `New Self-Service Comment`	`False`	Case does not have a new Self-Service comment.
Cases: `Open` (Only for reports)	`True`	The case is open, that is, the case `Status` has a value that is not equivalent to “Closed.”
Cases: `Open` (Only for reports)	`False`	Case has been closed.
Cases: `Self-Service Commented`	`True`	Case has a comment added by a Self-Service user.
Cases: `Self-Service Commented`	`False`	Case does not have a Self-Service comment.
Contacts: `Do Not Call`	`True`	The contact cannot be included in a call recipient list.
Contacts: `Do Not Call`	`False`	The contact can receive calls.
Contacts: `Email Opt Out`	`True`	The contact cannot be included in a mass email recipient list.
Contacts: `Email Opt Out`	`False`	The contact can receive mass email.
Contacts: `Fax Opt Out`	`True`	The contact cannot be included in a fax recipient list.
Contacts: `Fax Opt Out`	`False`	The contact can receive faxes.
Contacts: `Self-Service Active` (Only for reports)	`True`	The contact is enabled to log in to your Self-Service portal.
Contacts: `Self-Service Active` (Only for reports)	`False`	The contact is not enabled for Self-Service.
Leads: `Converted` (Only for reports)	`True`	The lead has been converted.
Leads: `Converted` (Only for reports)	`False`	The lead has not been converted.
Leads: `Do Not Call`	`True`	The lead cannot be included in a call recipient list.
Leads: `Do Not Call`	`False`	The lead can receive calls.
Leads: `Email Opt Out`	`True`	The lead cannot be included in a mass email recipient list.
Leads: `Email Opt Out`	`False`	The lead can receive mass email.
Leads: `Fax Opt Out`	`True`	The lead cannot be included in a mass fax recipient list.
Leads: `Fax Opt Out`	`False`	The lead can receive faxes.
Leads: `Unread`	`True`	The lead has not yet been viewed or edited by the owner since it was assigned to that user.
Leads: `Unread`	`False`	The lead has been viewed or edited at least once by the owner since it was assigned.
Opportunities: `Closed`	`True`	The opportunity is closed, that is, the `Stage` field has a value of the type Closed/Won or Closed/Lost.
Opportunities: `Closed`	`False`	The opportunity is still open.
Opportunities: `Has Products`	`True`	Products have been added to the opportunity.
Opportunities: `Has Products`	`False`	Products have not been added to the opportunity.
Opportunities: `Is Split`	`True`	The opportunity has revenue or overlay splits.
Opportunities: `Is Split`	`False`	The opportunity does not have revenue or overlay splits.
Opportunities: `Primary` (Only for Partner Opportunities report)	`True`	The partner for the opportunity has been marked as the primary partner.
	`False`	The partner for the opportunity has not been marked as the primary partner.
Opportunities: `Private`	`True`	The opportunity owner has checked the `Private` box on the opportunity edit page.
Opportunities: `Private`	`False`	The `Private` box on the opportunity is not checked.
Opportunities: `Won`	`True`	The opportunity is closed and won, that is, the `Stage` field has a value of the type Closed/Won.
Opportunities: `Won`	`False`	The opportunity has not been won. The `Stage` field may have a value of the type Open or Closed/Lost.
Products: `Active`	`True`	Product is active and can be added to opportunities in Enterprise, Unlimited, and Performance Edition orgs.
Products: `Active`	`False`	Product is inactive and cannot be added to opportunities.
Product: `Has Quantity Schedule`	`True`	Product has a default quantity schedule.
Product: `Has Quantity Schedule`	`False`	Product does not have a default quantity schedule.
Product: `Has Revenue Schedule`	`True`	Product has a default revenue schedule.
Product: `Has Revenue Schedule`	`False`	Product does not have a default revenue schedule.
Solutions: `Visible in Self-Service Portal`	`True`	The solution has been marked `Visible in Self-Service Portal` and is visible to Self-Service portal users.
Solutions: `Visible in Self-Service Portal`	`False`	Solution is not marked `Visible in Self-Service Portal` and is not visible to Self-Service portal users.
Solutions: `Reviewed`	`True`	The solution has been reviewed, that is, the solution `Status` field has a “Reviewed” value.
Solutions: `Reviewed`	`False`	Solution is not reviewed.
Solutions `Out of Date`	`True`	The translated solution has not been updated to match the master solution with which it is associated.
Solutions `Out of Date`	`False`	The translated solution has been updated to match the master solution with which it is associated.
Users: `Active`	`True`	User is active and can log in.
Users: `Active`	`False`	User is inactive and cannot log in.
Users: `Offline User`	`True`	User has access to use Connect Offline.
Users: `Offline User`	`False`	User is not enabled for Connect Offline use.
Users: `Marketing User`	`True`	User can manage campaigns.
Users: `Marketing User`	`False`	User is not enabled to manage campaigns.
User: `Is Partner`	`True`	User is a partner user.
User: `Is Partner`	`False`	User is not a partner user.

Note The special picklists you can view are only those that are visible in your page layout and field-level security settings.

Filter Operator Reference

Operators specify how filter criteria relate to each other. Refer to this list of filter operators when setting filters on list views, reports, dashboards, and some custom fields.

Operator	Uses
equals	Use for an exact match. For example, “Created equals today.”
less than	Use for results that are less than the value you enter. For example, “Quota less than 20000” returns records where the quota field ranges from 0 to 19,999.99.
greater than	Use when you want results that exceed the value you enter. For example, “Quota greater than 20000” returns records where the quota amount begins at 20,000.01.
less or equal	Use for results that match or are less than the value that you enter.
greater or equal	Use for results that match or exceed the value that you enter.
not equal to	Shows results that don’t have the value that you enter. This operator is useful for eliminating empty fields. For example, “Email not equal to <blank>.” If evaluating more than one value, none of the specified values can exist on the record. For example, if you specify `not equal to` A & C, only records where the value is neither A nor C are returned.
contains	Use for fields that include your search string, but sometimes also include other information. For example, “Account contains California” finds California Travel, California Pro Shop, and Surf California. Keep in mind that if you enter a short search string, it can match a longer word. For example, “Account contains pro” finds California Pro Shop and Promotions Corporation. This operator isn’t case-sensitive except when it's used in roll-up summary (RSF) field filters. For example, you have this filter criteria for an RSF field: Opportunity name contains widgets. The query that creates the RSF field value only returns records with a name value that contains widgets. Records with name values that contain Widgets or WIDGETS aren’t included.
does not contain	Eliminates records that don’t contain the value you enter. For example, “Mailing Address Line 2 does not contain P. O. Box.” When specifying filter criteria on roll-up summary fields, `does not contain` uses “or” logic on comma-separated values. On list views, reports, and dashboards, `does not contain` uses “and” logic. This operator isn’t case-sensitive except when it's used in roll-up summary (RSF) field filters.
starts with	Use when you know what your value starts with, but not the exact text. This operator is a narrower search term than “contains.” For example, if you enter “Account starts with California,” you find California Travel and California Pro Shop, but not Surf California.
includes	Available when you choose a multi-select picklist as the selected field. Use this operator to find records that include one or more of the values that you enter. For example, if you enter “Interests includes hockey, football, baseball,” you find records that have only hockey selected, and records that have two or three of the values entered. Results don’t include partial matches of values.
excludes	Available when you choose a multi-select picklist as the selected field. Use this operator to find records that don’t contain any values that match the ones entered. For example, if you enter “Interests exclude wine, golf,” your report lists records that contain any other values from that picklist, including values that are blank. Results don’t include partial matches of values. Enter values on separate lines.
between	Available for dashboard filters only. Use to filter on ranges of values. For each range, the filter returns results that are greater than or equal to the minimum value and less than the maximum value. For example, if you enter “Number of Employees from 100 through 500,” your results include accounts with 100 employees up to those with 499 employees. Accounts with 500 employees aren’t included in the results.
within	Available when you create list views based on a geolocation custom field. Shows results that are within the specified radius from a fixed latitude and longitude. For example, if you enter “Warehouse location within 50 miles 37.775° –122.418°,” your list view includes all warehouses within a 50–mile radius of San Francisco, California.

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Create Filters that Use Special Picklist Values

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Filter Operator Reference

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Create Filters that Use Special Picklist Values

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