Before you begin: This support guide shows you how to filter a Live Call widget for use in your Dashboard. Filters behave the same for non-client assigned Dashboards and client-assigned Dashboards. If you're not sure how to create a Live Call widget, see How to Build a Live Call Widget. If you have issues with your live call filters, please contact firstname.lastname@example.org or your Customer Success Manager.
- Support for AND or OR logic in one widget. Filters default to AND. Some services do not support OR, depending on the partner API. Google Ads, Facebook Ads APIs do not support OR.
- Wildcard functionality is supported for Dimension/Group by filters.
- If Metric filters are applied, the Total Row cannot be used.
- When a filter is applied to a widget, the Assignment field is locked until filters are removed.
- On widget creation, if you change a Data View or Assignment any previous filters will be dropped. Best practice is to apply the filters as your nearly last step in configuration.
- For existing widgets, you can edit the widget and modify / Delete Filterset in the widget configuration screen without having to save the widget (changes are instantly respected).
Limitations: Below is a list of filter functions which are not yet supported for Live Call widgets:
- No filter support for Microsoft Ads. Why? Because the Microsoft Ads API doesn’t support filtering directly.
- Limited filter capabilities for LinkedIn Ads. Why? Because the LinkedIn Ads API supports limited filtering capabilities.
- Populate pick lists for filter selection (meaning, select from a list of campaigns to apply the filter against).
- Filters that support both AND and OR logic in the same filter.
- Filters on fields that are Date type or Boolean type.
- Filters on dynamic custom fields.
- Live Call filters cannot be promoted to Dashboard-specific filters.
Filter a Live Call Widget
1] Whether you're creating a new Live Call widget or editing an existing one, display the New/Edit Widget column on the right.
2] Scroll to the bottom of the column to the Filter section and click the "+" on the right side.
3] In the Select a filter... dropdown menu, locate the filter you want to apply by either scrolling through the list or entering the filter name in the search box at the top (results appear automatically).
4] Select the desired filter. The filter is added to the list and the respective parameter inputs are exposed.
5] For metric filters, enter min and/or max values (at least one is required) in the appropriate textboxes. For attribute filters, enter the desired string in the textbox.
6] Repeats steps 3 - 5 to add additional filters. You can add an unlimited number of Dimension, Group by and Metric filters.
7] When you have all the filters in place, click Apply Filters at the bottom.
8] Hover your mouse over the filter you want to delete. The icon on the left turns into a red "x".
9] Click the red "x" to delete the filter.