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Filter/Conditions Glossary

  • December 29, 2025
  • 1 reply
  • 58 views

Filters help you narrow down results when assigning policies, building reports, managing dashboard data, and other contexts.

Here is a glossary for the filter conditions you'll find:

Condition

Meaning / Example

equals

Shows only exact matches.

Example: Department equals "Sales" → shows only Sales employees.

doesn't equal

Excludes exact matches.

Example: Department doesn't equal "Sales" → shows everyone except Sales.

contains

Shows results that include the word or phrase anywhere.

Example: Job title contains "Manager" → finds Sales Manager, HR Manager, etc.

does not contain

Excludes results that include that word or phrase.

Example: Job title does not contain "Manager" → hides all managers.

exists

Field has a value (not blank).

Example: 'Reports to' exists → shows employees with a manager.

doesn't exist

Field is empty (no value).

Example: 'Reports to' doesn't exist → shows employees without a manager.

same as viewer

Matches the viewer’s own value in that field.

Example: Department same as viewer → each user sees only their department.

is not same as viewer

Excludes the viewer’s own value in that field.

Example: Department is not same as viewer → shows all other departments.

greater than*

*Available for number or date fields only

Filters for values higher than the specified number or later date.

Example: 'Start Date' greater than X → shows people who started after X.

less than*

*Available for number or date fields only

Filters for values lower than the specified number or earlier date.

Example: 'Termination date' less than X → shows people who left before X.

is in*

*Available for date fields only

Filters for values within a specific range.

Example: Start Date is in X–Y → shows people who joined between X and Y.

is not in*

*Available for date fields only

 

Filters for values outside a specific range.

 

Example: Start Date is not in X–Y → shows people who joined outside the period.

 

Note: Some conditions depend on the field type you select first. Not all options will appear every time.

 

1 reply

What set up of the field is needed for “contains” to appear as an option? Is it possible to use this on list type fields?