Cross-Object Filtering

1. Use Cases

You can filter across different objects using Master-Detail fields, Lookup relationship fields, and Reference fields. Example: within the Account object, use cross-object filtering to view contacts created in the last 30 days and initiate follow-up calls.

2. How to Use

2.1. Admin Console

To use Cross-Object Filtering, enable the “Cross-Object Filtering” option in the Admin Console. Path: Preset Objects / Custom Objects → Basic Information → Optional Features.

2.2. Admin Interface (Front End)

After enabling Cross-Object Filtering in the Admin Console, set up filter criteria from the list page in the admin interface by using the Filter button. Steps:

1. On the list page in the admin interface, click the Filter button to open the Filter page.

1. On the Filter page, click Advanced Filter to configure cross-object filter settings.

1. On the Cross-Object Filter page, click Select Object to choose the object that owns the filter criteria.

1. On the Cross-Object Filter page, select Object, Field, Operator, and enter the Filter Value to define the cross-object filter condition.

1. On the Cross-Object Filter page, click Filter to apply the filter to the current object.

3. FAQ

1. Why don’t I see the “Cross-Object Filter” button in the admin interface?

The Cross-Object Filter button appears on the object’s Filter page only after an administrator enables Cross-Object Filtering for that object in the Admin Console. If it is not enabled, the button won’t be shown.

1. Why do some preset objects lack a “Cross-Object Filtering” switch?

Some preset objects do not yet support Cross-Object Filtering. Support for additional preset objects will be added over time.

1. What is the maximum number of filter conditions supported?

The filter supports up to 3 OR groups. Each OR group can contain up to 6 AND conditions.

1. Why can I only select fields from the current object when defining filters?

When setting up Cross-Object Filtering, you must explicitly select the related object that the current object looks up to (Lookup/related object). Without selecting the related object, cross-object filters cannot be applied.

1. Why does the page stay on loading for a long time after applying a cross-object filter?

Cross-Object Filtering may increase query time. Please wait patiently while the system completes the query.