Dynamic filters allow you to compare a field in the current application to a field in another application. They can be used in the following places:
- Record Lookup
- Calculated Cross-References
- Report Object
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Example: Dynamically filtered records in Record Lookup
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Scenario |
A user for Third Party Management wants to update a record for any high priority incidents that were documented for an engagement during the month of August. |
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Action 1 |
The administrator must first create the dynamic filter in the cross-reference field of 1 of the applications. All applications must contain the same field types that will be used for dynamic filtering. If the dynamic filter is a values list, the Values List field must be a global values list that is referenced in both applications. |
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Action 2 |
The user runs a record look up in the engagement record. |
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Results |
Only the relevant incident records that are dynamically filtered are shown in the record lookup results for that user. |
Example: Dynamically filtered records in Calculated Cross-References
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Scenario |
A user wants to manage all known vulnerabilities on various laptops within the Devices application. However, the vulnerability scans come from a different application. |
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Action 1 |
The administrator must first create a calculated cross-reference field that compares the devices to the scans and add it to the Devices record layout. Both the Devices and Vulnerabilities applications must contain the same field types used in calculated cross-reference field. If the calculated cross-reference field is a values list, the Values List field must be a global values list that is referenced in both applications. |
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Action 2 |
The user views a record from the Devices application. |
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Results |
The record shows the vulnerability scans run on the device in the record. |
Things to consider when using dynamic filtering for Record Lookup
- Users must have permission to all related applications and fields.
- Both applications must have the same field type that will be used in the dynamic filter.
- A Cross-Reference field must exist in 1 of the applications.
- A Values List field used as the compare filter must be a global values list and exist in all applicable applications.
Things to consider when using dynamic filtering for Calculated Cross-References
- To save the field, there must be at least 1 filter defined in Matching Filters.
- Matching Filters and Additional Related Filters are defined on the cross-reference field. To add or update calculations for the related record, you must edit the filters on the cross-reference field.
- Related records evaluate using the filters defined by their associated cross-reference record.
- Dynamic filters are used in Matching Filters to make comparisons.
- Additional Related Filters use non-field comparison operators, such as equals, contains, and greater than. These filters refine Matching Filters using AND operational logic.
- If users decide to make the cross-reference field a calculated field and recalculate the values, any existing cross-reference field values will be overwritten, based on the selected calculation filter.
- To learn more about the specific operators, see Report Object Operator Types for more information.
