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Create a Filter

Administrators can create and add filters to Community Hub cards so constituents can filter down the data displayed on the card.

To ensure your filters are readable on small screens, we recommend adding no more than 4 to a card.

  1. In the App Menu, select Community Hub Setup.
  2. In the tab bar, click Filter Configuration.

  3. Click New Filter.
  4. In Name, enter an easily recognizable term to identify this filter.
  5. In Description, enter a description of what the filter does. 
  6. Click Card Name and select the card on which the filter should appear.

  7. In Display Name, begin typing the name of the custom label you'd like to use for the filter text and select it from the list of results or click 

     to create a new one.

  8. If you want to display information when the filter is selected, in Object, select the object from which you want to display information.
    1. In Data Source, select the data source to display information when the filter is selected.

      If no data source is specified, the filter uses the data source from the card on which it is used.

    2. In Field Set, select the field set containing the fields you want to display when the filter is selected or click 

       to create a new one.

      If no field set is specified, the filter uses the Field Set from the card on which it is used.

  9. Click Save.

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