Custom Objects Filter Types

Custom Objects Filter Types

Kizen allows you to filter within your Custom Objects by virtually any piece of information living on your Objects' records, including fields, forms, scheduled & logged activities, etc.

  1. Click Data
  2. Click Custom Objects
  3. Select desired Custom Object
  4. Click into the three line, funnel icon
  5. Click Choose Filter
  6. Select Filter Type & fill criteria

  7. Click Apply Filter
  8. Enter Filter Group Name if you are planning to save this filter group for future reference
  9. Click Save Group to save filter 
  10. Save Filter Groups can be referenced in the All Records dropdown located in the top left corner 

Custom Object Filter Types

  1. Automations
  2. Fields
  3. Forms
  4. Lead Sources
  5. Logged Activities
  6. Owner
  7. Related Object
  8. Scheduled Activities
  9. Surveys
  10. Team Interactions
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