Add Saved Filters to Selectors

  • Updated

Adding a saved filter to a selector is a quick way to apply existing filter logic to the selector.

Important:

  • You can only add filters that are the same object type as the selector. For example, when building a selector for accounts, you can only add an account filter.
  • Verify the selector logic after adding a filter; the filter may not be compatible with the rest of the logic.

Steps

  1. Create and Save a Filter.
  2. In the Advanced Selector section, search for the filter name. 
  3. Add the saved filter.
    Important: If you modify the filter, the filter logic in the selector does not update automatically. To use filter logic that updates automatically, use the Special > Matches the Filter selector. See Special Selectors.
  4. Click Save.

 

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