Setting up advanced filter for a tagged record
Use the advanced filter function to apply several parameters or filter conditions to tagged records.
Example
Display the accounts tagged with “Pay attention” whose profile completion is less than 50%.
To do this:
1.From the [Filters/folders] menu, select the [Switch to advanced mode] option.
2.In the filter condition setup area perform the following:
a.Click the [Add condition] link.
b.Press the 
button next to the “Account” object title.
c.In the added field, select the “Accounts section record tag (by column Object)” reverse connection object.
d.In the [Column] field, specify the “Quantity” column of the connected object.
e.Change the “count” condition type to “exists”.
f.Add additional “Tag” condition and select the “Pay attention” tag.
g.Add the “Data entry compliance” condition.
h.Select the “<” condition and specify 50.
3.Click the [Apply] button (Fig. 1).
Fig. 1 – Setting up the advanced filter for a record tagged with “Pay attention”
As a result, all accounts tagged with “Pay attention” and with profile completion of less than 50% will be displayed.
Note
Save the filter conditions as a folder for further use.
See also
•Applying an advanced filter by connected object column
Video tutorials
