Filtering Options

Filter Options

1. Dropdown and Multi-Dropdown fields have Filter Options. You can use Filter Options to specify one field whose value will be used to filter the possible values in this field. While you define the specific Filter Options values in the Options tab via JSON, you define the Filter Options source in the Advanced tab.

   • Your current field will filter down based on the value selected in the Filter Options Source dropdown. You can only select one source for Filter Options.
   • You define the specific values for filtering using the parent key in the JSON. See the Dropdown configuration options for more details on how to construct the JSON options.
   • Tip: Filter Options work well when coupled with Dependencies. For instance, when a user selects a pet type, this can expose the breed while also filtering the options to match the chosen pet type. This helps to focus users on allowed values while reducing errors.

   

2. On the Options tab, a user can write values of the child field and assign a filter to these values. All coding on the Options tab must be done in JSON format.

   • Assign a label and a value to each option for the custom field.
   • Assign a filter by assigning the value of the parent field as parent.

   

3. Once you are satisfied with your changes, click Save to exit the metadata field.

4. To save all of the changes that you have made in the View Editor, click Save. Close the window to exit the View Editor.

   

5. To load your new View, click Done. The Custom Metadata Panel will now reload with your new View settings.