Filters

To apply your own custom filter to the TeamView data:

1. Click the Filter button.
2. Click Create Custom Filter.



3. Select a field to base the first filter criterion on.

This can be any of the date, text, checkbox, number, or picklist fields available in the view that is open.



4. Select a comparison operator, such as equals or less than.
5. Specify what value to compare the field against.



6. Click Save.
7. If you want to add another criterion, click +, and repeat the steps above.
8. When you have specified all the criteria you need, click Apply.

The custom filter is applied to your data selection. You can see the filter criteria at the top of the details section.

Your administrator may have added quick filters to TeamView for your use.

These can be a useful way to quickly apply business rules to your data selection.

To use a quick filter:

1. Click the Filter button.
2. Click the quick filter.
3. In the example shown here, there are two quick filters. Click one of these.



4. You can make changes before applying the filter. This does not change the quick filter itself - just the criteria you will apply to your data selection.

To remove a criterion, click X.

To add a criterion, click + and then specify the criterion details.

To adjust a filter criterion, click it and make the necessary changes.



5. Click Apply.

The filter criteria are applied to your data selection. You can see these criteria at the top of the details section.

If you have administrative access to TeamView, you can create and edit quick filters.

1. Click the Filter button.
2. Open the Admin tab. (You only see this tab if you have administrative access.)
3. Click Create New Quick Filter.

Or, to adjust an existing quick filter, click it.



4. Ensure that the necessary filter criteria are added to the quick filter.
5. Click Save.

Note: To delete an existing quick filter, click X.

In a multi-currency org, if you set up a filter criterion based on a currency field, the filter interprets this as being in the org's base currency.

So, for example, suppose that the base currency is the dollar, and a particular opportunity's currency is Sterling.

The filter compares against the dollar value of the opportunity, rather than the Sterling value.