Skip to main content

How to add filters to a custom page

You can further filter the existing charts or views by filters. Depending on the configured filter, you can filter the data that matches the criteria directly.

Configuration Steps​

1. Enter the editing page of a custom page​

2. Add a filter​

3. Select the target chart or view​

Set the filter-related properties:

Enable filter button, order, filter name, filtered objects, filtered field, time, and default value.

Example: Example: Add a time-based filter. All specified charts will be filtered by the set time range.

Set the name of the filter

Filtered object: The selected charts are [Lead Signing Status], [Lead Follow-up], [Sales Order].

Filtered fields: [Signing Date] field in [Lead]; [Date] field in [Sales Order].

4. Save​

After configuring the, click [Save], you can see the filter in the custom page.

When the filter button is enabled, you need to click the [Query] button when using the filter on the custom page to display the eligible data; if it is not enabled, the filtered data is displayed in real time.

Have questions about this article？ Send us feedback