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How to Use Filters in Activity Module to Refine Your Search
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Filters in the activity module can be useful for filtering activities based on specific criteria.
Follow the steps below to apply the filter and specify the settings:
- Go to the Activity page list.
- Click the Filter button in the upper right corner.
- Click the Apply button based on the requirements, then choose fields, conditions, and values. It is also possible to combine multiple conditions.
The following fields are supported in filters
- Assignee
- Status
- Status Category
- Priority
- Due Date
- Start Date
- End Date
- Ticket ID
- Contact
- Created By
- Created On
- Last Modified On
The following table summarizes the advanced filter-supported fields.
| Field | Description | Operators |
|---|---|---|
| Activity ID | Filters activities based on the activity IDs. | Is, Is not, In, Not in |
| Assignee | Filters activities that are assigned to the specified agents. | Is, Is not, Is empty, Is not empty, In, Not In, In Group |
| Status | Filters activities that belong to the selected statuses. | Is, Is not, In, Not In |
| Status Category | Filters activities whose statuses are within the selected status category. | Is, Is not, In, Not In |
| Priority | Filters activities that belong to the selected priorities. | Is, Is not, In, Not In |
| Due Date | Filters activities based on the selected date range. | Between, Relative Date, Greater than, Less than, Is empty, Is not empty, Last, Next |
| Start Date | Filters activities based on the selected start date range. | Between, Relative Date, Greater than, Less than, Is empty, Is not empty, Last, Next |
| End Date | Filters activities based on the selected end date range. | Between, Relative Date, Greater than, Less than, Is empty, Is not empty, Last, Next |
| Ticket ID | Filters activities based on the ticket IDs. | Is, Is not, In, Not in, Is empty, Is not empty |
| Contact | Filters activities that are assigned to the specified users. | In, Not In |
| Created By | Filters activities that are created by the specified agents. | Is, Is not, In, Not In, In Group |
| Last Modified By | Filters activities that are last modified by the selected users. | Is, Is not, In, Not In, In Group |
| Created On | Filters activities that are created based on selected presets or custom date ranges. | Between, Relative Date, Greater than, Less than, Last |
| Last Modified On | Filters activities that were modified based on the pre-set custom date range. | Between, Relative Date, Greater than, Less than, Last |
| Ticket Update ID | Filters activities based on the ticket update IDs. | Is, Is not, In, Not in, Is empty, Is not empty |
| Source | Filters activities that are created from the specified source. | Is, Is not, In, Not In |
| Comment Count | Filters activities based on the comments count. | Is, Greater than, Less than, Greater than equal to, Less than equal to |
| Activity Attachment Count | Filters activities based on the attachments count. | Is, Greater than, Less than, Greater than equal to, Less than equal to |
| Duration | Filters activities based on the activity duration. | Is, Greater than, Less than, Greater than equal to, Less than equal to |
| Timezone | Filters activities based on the time zone. | Is, Is not, In, Not in, Is empty, Is not empty |
| Subject | Filters activities based on the activity subject. | Is, Is not, Contains, Does not contain, Starts with, Ends with, Not stats with, Not ends with |
| Watchers | Filters activities based on the watchers added to the activity. | Is, In, Is empty, In Group |
| Total Hours Logged (min) | This filter allows you to find activities based on the total time spent working on them. You can refine the results by specifying the time in minutes. | Is, Is not, Is empty, Is not empty, Greater than equal to, Less than equal to, Greater than, Less than |
| Total Billable Hours Logged (min) | This filter allows you to find activities based on the total billable time spent on them. You can narrow down the results by specifying the time in minutes. | Is, Is not, Is empty, Is not empty, Greater than equal to, Less than equal to, Greater than, Less than |
| Has Any Attachment | Filters activities if any attachments are added. | Is |
| CCs | Filters activities based on the CCs added in the activities | Is, In, Is empty, In group |
| Collaborators | Filters activities based on the Collaborators added in the activities | Is, In, Is empty, In group |
