Cross-Object Filtering

1. Use Cases

You can use master-detail fields, lookup relationship fields, and reference fields to filter across different objects. Example scenario: Within an Account object, use cross-object filtering to directly view contacts from the last 30 days and initiate follow-up phone calls.

2. User Guide

2.1. Admin Console

To enable cross-object filtering, you must first activate the “Cross-Object Filtering” feature in the Admin Console.
Navigation: Preset Objects & Custom Objects > “Basic Info” > “Optional Features”.

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2.2. User Interface

After enabling cross-object filtering in the Admin Console, you can set filtering conditions via the “Filter” button on the list page. Follow these steps:

1. On the list page, click the “Filter” button to access the filtering interface.

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1. In the filtering interface, click “Advanced Filter” to configure cross-object filtering.

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1. In the “Cross-Object Filtering” interface, click “Select Object” to specify the target object for filtering conditions.

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1. Within the “Cross-Object Filtering” interface, select the object, field, operator, and input values to define filtering criteria.

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1. Click “Filter” to apply the criteria to the current object.

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3. FAQs

1. Why don’t I see the “Cross-Object Filtering” button in the user interface?
   The button only appears in the filtering interface after enabling the feature in the Admin Console.

2. Why do some preset objects lack the “Cross-Object Filtering” toggle?
   Cross-object filtering is not yet supported for certain preset objects but will be added in future updates.

3. What is the maximum number of filtering conditions allowed?
   Up to 3 “OR” groups are supported, with each group containing up to 6 “AND” conditions.

4. Why can I only select fields from the current object?
   For cross-object filtering, you must manually select lookup-related objects; otherwise, the feature won’t work.

5. Why does the page load for an extended time after applying cross-object filters?
   Loading times may increase when using this feature. Please wait patiently.