You can add saved filters to advanced selectors to quickly reuse existing filter criteria without rebuilding the logic. This helps maintain consistency when applying the same criteria across different selectors.
Important:
- You can only add saved filters that match the object type of the selector. For example, an account selector can only use saved account filters.
- Review the selector logic after adding a saved filter to ensure that it works correctly with the existing conditions.
Prerequisites to Add Saved Filters to Selectors
Create filters before adding it to a selector.
Add Saved Filters to Selectors
- In the selector module, go to the Advanced tab.
- Search for the saved filter by name.
- Add the saved filter to the selector.
Important: Adding a saved filter copies its criteria into the selector. Changes made to the original saved filter do not automatically update the selector. To use filter criteria that update automatically when the saved filter changes, use Special > Matches the Filter instead. See Special Selectors. - Review the selector logic to ensure that the filter criteria work with the existing conditions.
- Click Save.