how to create a filter by assigned field in salesforce

Filter a Report in Salesforce Classic On the Reports tab, click a report to open it. Click Customize. Click Add and select a Field Filter from the list. A new filter row appears below the other two filters. Click next to the filter field and select a filter.

Full Answer

How do I create a lookup filter in Salesforce?

In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type. Leave everything else as is and click Save. You’ve taken care of Noah’s request by creating a lookup filter.

How do I add a field filter to my organization?

Click Add Filter and select a Field Filter from the list. In our account filter example, you’d select Industry. Which filters are available in your organization depends on the fields that your administrator set up for account records.

How many custom filters should I create for my field service?

Click the Field Service Settings tab. Click Dispatcher Console UI and select Enable Custom Filters. Everything is ready for Jacinta to create as many custom filters as she wants. Maria recommends that she creates fewer than 15 filters so as not to affect performance. Jacinta laughs. She has only one custom filter in mind (so far).

Can I add a filter to a custom lookup-field?

But regarding a custom object, adding field filter (with same logic as in above mentioned example) to a custom lookup-field of that custom object doesn't produce the desired result. Even records are visible which have that custom lookup field left blank. Do you have any explanation for this behaviour or any ideas to get nearer to the solution?

How do I create a custom filter in Salesforce?

Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.

How do I create a logic filter in Salesforce?

To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.

How do I create a lookup filter in Salesforce?

Create a custom field with a lookup filter.From Setup, click the Object Manager tab.Click Case, then click Fields & Relationships.Click Contact Name, then click Edit.In the Lookup Filter section, click Show Filter Settings.Click the lookup icon. ... Choose equals as the operator.In the Value/Field menu, select Field.More items...

Can you filter columns in Salesforce?

When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.

How do you add multiple filters in Salesforce reports?

Edit or create a report based on the Accounts report type. From the Filters pane, click Add | Cross Filter....Refine the cross filter so that the report shows Accounts that have Escalated Cases:Click Add Cases Filter.Select Status.Select Escalated.Click Apply.

How do I filter multiple values in Salesforce?

If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.

How do I filter a lookup field?

Select Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type.

How do I add a lookup field in search?

To add more field column when using Global Search for any record search, Below are the steps: Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit Search layout | Add the fields from "Available box to Selected box" and click on Save button.

What is a lookup filter?

Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

What is field to field filters Salesforce?

Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.

How do I create a drop down filter in Salesforce report?

Add the necessary filters and filter logic.Click the Filters pane.Search for Type in Add filter... search box and select it.In the Operator field, select contains from the drop-down menu.Type customer in the value field.Click Apply.Repeat steps 2-5 above to create the following three additional filters:More items...

What is a cross filter?

Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard's data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

Introduction

Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.

Create a Lookup Relationship

Create a new Backup Agent field that looks up to the User object, editable by Support Users only.