{"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<p class=\"wp-block-paragraph\">Dear clients! We want to share with you our most recent improvement: <strong>dynamic filters<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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<h2 class=\"wp-block-heading\"><strong>Example 1: Filtering deals by name<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s create a template to select deals:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I&#8217;ve created a template to get Deals. Currently, it selects slightly over 1000 records:<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"614\" height=\"231\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image.png\" alt=\"\" class=\"wp-image-187\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now, let me filter it by the deal name.  For this, I will enter the desired deal&#8217;s names into the column E of the spreadsheet: <br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"921\" height=\"276\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-1.png\" alt=\"\" class=\"wp-image-188\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And I will modify the template to filter against these values. For this, I will open the template, select the field &#8220;Deal name&#8221; in the filter, and then will click the dynamic filter button:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1129\" height=\"572\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-2.png\" alt=\"\" class=\"wp-image-190\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">I will select the &#8220;In&#8221; operator. It means, that the Deal name should exactly match one of the values from the spreadsheet&#8217;s column.<br>For the source of the values,  I can manually enter the range: &#8220;E2:E3&#8221; into the data source field,  or I can select the values I want to use in the spreadsheet and then click the &#8220;copy range&#8221; button:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1401\" height=\"923\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-3.png\" alt=\"\" class=\"wp-image-191\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"> And let&#8217;s look at the result:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-4.png\" alt=\"\" class=\"wp-image-192\" width=\"548\" height=\"182\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">I can modify the filter to use the &#8220;partial match&#8221; instead of the &#8220;exact match&#8221;:<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1135\" height=\"616\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-5.png\" alt=\"\" class=\"wp-image-193\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">And the result will be the following:<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"917\" height=\"546\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-6.png\" alt=\"\" class=\"wp-image-194\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"example2\"><strong>Example 2: Filtering out Deals by ID<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;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 &#8220;Not In&#8221; operator :<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-7.png\" alt=\"\" class=\"wp-image-196\" width=\"784\" height=\"316\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And the result will be much smaller:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1074\" height=\"576\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-8.png\" alt=\"\" class=\"wp-image-197\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Example 3: Dynamically provide data for the dynamic filter using the workflow<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">First, I will create the Deal template to get Deals with the Company ID:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"785\" height=\"415\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-10.png\" alt=\"\" class=\"wp-image-204\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">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&#8217;s data in the same Deals tab, despite it&#8217;s not required:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1862\" height=\"867\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-11.png\" alt=\"\" class=\"wp-image-205\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And now, let&#8217;s see the result:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1530\" height=\"503\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-12.png\" alt=\"\" class=\"wp-image-206\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">I can combine these two templates into the <a href=\"https:\/\/www.g-integrator.com\/hubspot_faq.html#workflow\">Workflow<\/a>, and I will be able to see the detailed Company information for each deal updated automatically: <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1042\" height=\"826\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2022\/06\/image-13.png\" alt=\"\" class=\"wp-image-207\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">We hope that you will find this new feature useful and exciting!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;s create a template to select deals: I&#8217;ve created &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/wdp.g-integrator.com\/blog\/2022\/06\/18\/dynamic-filters\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Dynamic filters&#8221;<\/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"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dynamic filters - G-Integrator blogs<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wdp.g-integrator.com\/blog\/2022\/06\/18\/dynamic-filters\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dynamic filters - G-Integrator blogs\" \/>\n<meta property=\"og:description\" content=\"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. 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