Multi-Selection Filter Option for Lookup Fields

Introduction

  • Before this release, it was only possible to select one Lookup Record (see screenshot below). 
  • If you wanted to select multiple records to cover a scenario like Account ID Equals Account 1 OR Account 2 OR Account 3 - you'd need to create multiple filter conditions. 
  • That was not the most convenient way. Therefore, we enhanced our functionality so you can select multiple records in one filter condition.


Functionality

  • If you now select a lookup record, it will be added as a badge below the lookup field.
  • You can add as many as you like.
  • If you want to remove one, click the X action button on the right side of each badge.
  • For "Equals" it works like an OR-statement: Equals Record 1 OR Record 2 OR Record 3 ...
  • For "Does Not Equal" it works like an AND-statement: Does Not Equal Record 1 AND Record 2 AND Record 3...


Available Editions

  • All Editions

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