Filtering in Records

Records supports filtering related entities. For example, on a Company object you can filter by properties of attached Contacts, Deals, or Locations.

For Example:

• Positive filter on related entity = at least one match (e.g. Company where at least one Contact has a phone number)

• Filter out voids = Remove the records where attribute is empty (e.g. Company where website is not empty)

• Filter in combination = Use grouping with 'AND', 'OR' to filter on multiple conditions