Filtering records using fields with multiple values

You can build filters using fields that can have multiple values, such as Multi-select Text and List - User. (We refer to these fields as multi-select fields.) You can use the following operators with these fields:

Includes and Does not include

Use these operators to find records where a multi-select field includes (or does not include) the values you specify in the filter.  When a record matches the includes filter, the contents of the multi-select field can match the filter exactly, or it can contain those values, and other values as well (this is called a superset).

Consider the example below:

This filter will find records where both Chris Baker and Gregory Baxter have been selected for the Team Members field. The table shows possible matches:

Value in the Team Members field

Does the filter above match this record?

Chris Baker

No

Chris Baker, Gregory Baxter

Yes

Albert Cruz, Chris Baker, John Doe

No

Albert Cruz, Chris Baker, Gregory Baxter

Yes

When a record matches the does not include filter, the contents of the multi-select field will not contain at least some of the values specified in the filter. The field may also contain other values, or no values.

Is Equal to and Is Not Equal to

Use these operators to find records where a multi-select field contains (or does not contain) all and only the values you specify in the filter. When a record matches the is equal to filter, the contents of the multi-select field must contain the same items selected in the filter, and nothing else.

Consider this example:

This filter finds records where only Chris Baker and Gregory Baxter are selected in the Team Members field. The table shows possible matches:

Value in the Team Members field

Does the filter above match this record?

Chris Baker

No

Chris Baker, Gregory Baxter

Yes

Albert Cruz, Chris Baker, John Doe

No

Albert Cruz, Chris Baker, Gregory Baxter

No

When a record matches the is not equal to filter, the contents of the multi-select field are not equal to the exact set of values specified in the filter.

Can I use the value in the field filters?

You can create filters that compare the value in one multi-select field to the value in another. The field types must be the same -- that is, you can compare List - User fields to other List - User fields, and Multi-select Text fields to other Multi-select Text fields. In addition, the comparison can only happen when both fields are marked as Reportable in the Fields list.

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