Conga Product Documentation

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Creating Section Filters

There are two objectives for adding filters to a section.

  • To filter the data for that section.
  • To serve as the field value when a record is added in that section.
Note:

To add a section filter, you must have an existing Section.

To add a section filter

  1. Click Matrix Map.
  2. Select the desired Matrix Map and click Edit.
  3. Click the Sections tab.
  4. Click the lookup icon next to a Section to open the filters window.
  5. Add additional rows as needed. Refer to the Query Action section for information on adding rows.
  6. Click Save.
  7. Click Save and click Close.
  8. Click Save App.