Conga Product Documentation

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Matrix Filters

Matrix data is filtered based on the Query action and the Search or Select action. To display any of these filters, the fields must be mapped outside the matrix (usually above the matrix).

Displaying individual field filters

If you are using an individual field from another object as a filter, then use the Matrix Map Fields tab to drag that field onto the worksheet. Matrix Map Individual fields have slightly different behavior than Display Map fields because they cannot be updated. They are there for display purposes only.

To display a matrix filter

  1. Click the Fields tab.
  2. Select Individual as the Type.
  3. Select a field and drag it onto the worksheet outside the matrix.
  4. Click Save.
  5. Click Save Application.

A matrix filter is displayed.