{"id":186,"date":"2022-06-18T15:03:04","date_gmt":"2022-06-18T15:03:04","guid":{"rendered":"http:\/\/wdp.g-integrator.com\/blog\/?p=186"},"modified":"2022-06-18T15:05:04","modified_gmt":"2022-06-18T15:05:04","slug":"dynamic-filters","status":"publish","type":"post","link":"https:\/\/wdp.g-integrator.com\/blog\/2022\/06\/18\/dynamic-filters\/","title":{"rendered":"Dynamic filters"},"content":{"rendered":"\n

Dear clients! We want to share with you our most recent improvement: dynamic filters<\/strong>.<\/p>\n\n\n\n

The dynamic filters will allow you to filter your data based on the values in the spreadsheet. Let me illustrate this functionality with a few examples:<\/p>\n\n\n\n

Example 1: Filtering deals by name<\/strong><\/h2>\n\n\n\n

Let’s create a template to select deals:<\/p>\n\n\n\n

I’ve created a template to get Deals. Currently, it selects slightly over 1000 records:
<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Now, let me filter it by the deal name. For this, I will enter the desired deal’s names into the column E of the spreadsheet:
<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

And I will modify the template to filter against these values. For this, I will open the template, select the field “Deal name” in the filter, and then will click the dynamic filter button:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

I will select the “In” operator. It means, that the Deal name should exactly match one of the values from the spreadsheet’s column.
For the source of the values, I can manually enter the range: “E2:E3” into the data source field, or I can select the values I want to use in the spreadsheet and then click the “copy range” button:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

And let’s look at the result:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

I can modify the filter to use the “partial match” instead of the “exact match”:
<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

And the result will be the following:<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Example 2: Filtering out Deals by ID<\/strong><\/h2>\n\n\n\n

Let’s consider the same Deals template from the previous example, but, this time, in addition to the filtering by the Deal name, I want to exclude some deals based on the IDs. For this, I will copy the IDs I want to exclude into the column F, and I will use the “Not In” operator :<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

And the result will be much smaller:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Example 3: Dynamically provide data for the dynamic filter using the workflow<\/strong><\/h2>\n\n\n\n

First, I will create the Deal template to get Deals with the Company ID:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Now, I will create the Company template and I will add the dynamic filter with the data source kin column C, which was populated by the Deals template. For the presentation purposes, I will place this template’s data in the same Deals tab, despite it’s not required:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

And now, let’s see the result:<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

I can combine these two templates into the Workflow<\/a>, and I will be able to see the detailed Company information for each deal updated automatically: <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

We hope that you will find this new feature useful and exciting!<\/p>\n","protected":false},"excerpt":{"rendered":"

Dear clients! We want to share with you our most recent improvement: dynamic filters. The dynamic filters will allow you to filter your data based on the values in the spreadsheet. Let me illustrate this functionality with a few examples: Example 1: Filtering deals by name Let’s create a template to select deals: I’ve created … <\/p>\n

Continue reading “Dynamic filters”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,5],"tags":[],"class_list":["post-186","post","type-post","status-publish","format-standard","hentry","category-hubspot","category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/posts\/186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/comments?post=186"}],"version-history":[{"count":10,"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/posts\/186\/revisions"}],"predecessor-version":[{"id":210,"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/posts\/186\/revisions\/210"}],"wp:attachment":[{"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/media?parent=186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/categories?post=186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wdp.g-integrator.com\/blog\/wp-json\/wp\/v2\/tags?post=186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}