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Add Filter Condition

Overview

Run the Add Filter Condition action from a handler.

This action appends a new condition to the Filter Panel. It does not apply conditions. Users can review the state and click Apply.

Handlers and actions

  • Handler: defines what happens when a user clicks a Kanban UI element.

  • Action: an executable operation triggered by the handler.

  • Primary action here: Kanban API → Add Filter Condition.

  • Optional follow-ups: configure extra actions on success or failure.

See Configuring Handlers.

Key concepts

Filter Panel The panel where active filter conditions are displayed and managed.

Configuration

Configure the handler on the interactive element.

Primary action type Kanban API

Primary action Add Filter Condition

Action parameters JSON object that defines the condition and optional column scope.

This action always adds a new condition. It can create duplicates for the same field.

Parameters

Name

Description

Required

object

The Salesforce object name the condition applies to (e.g., Opportunity).

Yes

field

The field name on the object to filter by (e.g., StageName).

Yes

operator

The comparison operator for the condition (e.g., equals, greater than, less than).

Yes

value

The value to compare against.

Yes

columns

The Kanban column IDs to scope the filter to. Accepts a JSON array (e.g., ["col_001", "col_002"]) or a semicolon-separated string (e.g., "col_001;col_002").

No

columns notes

  • Omitting columns applies to all columns.

  • Use an array or a semicolon-separated string.

Example

Behavior

When the handler runs the action:

  1. Adds a new filter condition to the Filter Panel using the specified object, field, operator, and value.

  2. If columns is provided, scopes the condition to the specified Kanban columns only.

  3. Does not replace existing filters — if a condition for the same field already exists, a duplicate condition is added alongside it.

  4. Does not apply conditions automatically — the user must click Apply in the Filter Panel to activate the updated filters.


Troubleshooting

The condition does not appear in the panel. Check object, field, operator, and value.

A duplicate condition was added. This action always appends. It does not merge or replace.

columns does not scope correctly. Check the column IDs. Avoid spaces in the semicolon string.

The board does not update. This action does not apply conditions. Users must click Apply.

The operator is not recognized. Use an operator supported by that field type. Text fields cannot use numeric operators.

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