Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Advanced filter

If you need to apply a more complex filter with several search parameters and conditions, use the advanced filter. For example, you can use it in the [Activities] section to display all meetings with new customers.

To apply the advanced filter, select the [Switch to advanced mode] option from the [Filter] menu (Fig. 1).

Fig. 1 Switching to the advanced filter mode

scr_filters_advanced_filter_select_2.png 

Note

If you will require the configured filters in the future, you can save a dynamic folder by them.

Contents

Applying an advanced filter by object columns

Applying an advanced filter by connected object column

Applying the advanced filter with grouping filter conditions

Applying an aggregate filter

Applying filter by time period

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