Create a filter configuration using mapping
- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Now Platform Administration
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Create filter conditions using mapping that you can associate with a table configuration. The search result displays result that meets the filter conditions.
Before you begin
Role required: admin
Procedure
- Navigate to All > Contextual Search > Table Configuration.
- Open a table configuration record on which to create the filter.
- In the Filter Configurations related list, click New.
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On the form, fill in the fields.
Table 1. Filter Configuration form Field Description Resource configuration Lookup icon to select a resource such as Knowledge Articles.
Table configuration [Read-only field]. Table for which you are applying the filter configuration. Scripted filter Option to define the filter using a script. Note: Clear this option since you want to create a filter configuration using mapping.Active Option to activate the filter configuration. -
Click Submit.
The Table Configurations form appears.
- In the Filter Configuration related list, click the filter that you have created.
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In the Filter Conditions related list, click New.
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In the form, fill in the fields.
Field Description Short description Brief summary of the filter condition. Query table [Read-only] Table from which the filter condition is queried. Current form [Read-only] Form for which you created the filter conditions. Field to compare Value of the field is compared with the value of the Compare to field. Operator Operation that should be performed on the Field to compare and Compare to field. Compare to Value of the field is compared against the value of Field to compare. Compare Comparison of the field can be based on the actual value stored on the database or the value that is displayed on the interface. The available values are: Value and Display Value. Include if blank Option to include a condition when the value of the Compare to field is blank. Active Option to activate the filter configuration. - Click Submit.