Custom Object Filter Types

Purpose: Kizen allows you to filter within your Custom Objects by virtually any piece of information living on your Objects' records, including fields, forms, scheduled & logged activities, etc.

TABLE OF CONTENTS

• Custom Object Filter
• Custom Object Filter Types

Custom Object Filter

To apply the Custom Object filter, follow these steps: 

1. Navigate to Data tab

2. Click Custom Objects

3. Select desired Custom Object

4. Click into the three line, funnel icon 

5. Click Choose Filter

6.Select Filter Type & fill criteria

7. Click Apply Filter

8. Enter Filter Group Name if you are planning to save this filter group for future reference

9. Click Save Group to save filter 

10. Save Filter Groups can be referenced in the All Records dropdown located in the top left corner

Custom Object Filter Types

Available Custom Object Filter Types:

1. Automations

2. Fields

3. Forms

4. Lead Sources

5. Logged Activities

6. Owner

7. Related Object

8. Scheduled Activities

9. Surveys

10. Team Interactions