See the following sections:
You can filter values in a specific field or even multiple fields at the same time. Filtering applies to the entire record set for a given object, not just records that are displayed on the current page.
Click the Filter icon to apply a filter, then click in the filtering screen. The Filter icon changes to orange:
Conga Grid℠ displays a Basic Filter or Smart Filter screen, depending on the data type of the field. When you click the Filter icon on a numeric field, a Basic Filter screen appears.
When you click the Filter icon on a date field, a different type of Basic Filter screen appears. When you click the Filter icon on a non-numeric field, a filtering window with Basic Filter and Smart Filter tabs appears.
To clear a filter once it has been applied, click theicon and click in the filtering screen.
To delete all filters (even those in the Field Chooser), click the drop-down arrow next to and click . This lets you delete filters without losing the fields themselves.
The Basic Filter option is based on specific parameters that you can filter with, using AND or OR logical operators.
- Click the icon .
- Click Basic Filter.
- Enter a search term in the first box, then select a filtering option from the drop-down list. The choices are:
- Does not contain
- Is equal to
- Is not equal to
- Starts with
- Ends with
- Includes (',' delimited)
- Excludes (',' delimited)
- Is empty (A search term is unnecessary with this option.)
- Is not empty (A search term is unnecessary with this option.)
- (Optional) To enter a second filter criterion, select or from the list. Then enter a search term in the first box, and select a filtering option from the drop-down list.
- For date/time fields, you can click the icon.
- Then select a relative date option from the list and click .
Use the Smart Filter option to find records that contain a specific value that you enter.
- Click the icon .
- Click Smart Filter.
- Select individual check boxes to constrain the filtering to specific values. Or click to filter within all available values.
- (Optional) Type a search term in the box.
- From the drop-down list, select to show items that or .
- Select the check box to select all records that match the search term.
- Select the check box to apply the selected records to the filter.
- Click .
Click the drop-down arrow next toand click . The Filter Logic screen shows a list of fields that are currently filtered, and the order in which they are filtered.
You can modify the Boolean Logic as needed by changing the order of parentheses or logical operators.
The Scope field allows access to filters used for items that have group ownership. The default values are All <objects>, (for example, All Accounts), My <objects>, and My team's <objects>. Some objects such as Cases offer more options.
When finished, click.
Clickingalso provides an easy way to find missing filtered fields.
You can click and drag column titles to the position you want.
You can also drag and drop column headers to the Header field, which is the empty space above the grid:
This creates a new view that is organized by the field’s contents.
It only groups records that are displayed on the current page, not the entire record set. You can increase the Items per page at the bottom of the grid, if needed.
You can add any columns from the Field Chooser to the Header field. You can also create nested views and filter each column using its drop-down button.
Grouping by numeric fields displays footers that sum the numeric values.
Watch these videos for examples of filtering and grouping records.
Grouping and Sub-Totaling
Preview Related Lists from the Grid