Guide: Record filters

Modified on Fri, 31 Oct at 11:26 AM

Record Filters are used to identify and select records based on shared characteristics. To find out more, see What are record filters?


The articles below explain how to set up and use record filters. 

 
TaskLink
Create the Record Filter Category.How do I create record filter categories?
Create the Record Filter definition.How do I create a record filter definition?
Test the Record Filter definition.How do I count records?
Apply the Record Filter to the Navigator.How do I apply record filter(s) to the navigator?

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