Apply Filters Template Conditions

Overview

Run the Apply Filters Template Conditions action from a handler.

This action loads a saved Filter Template and applies it as hidden conditions. The Filter Panel is not updated. Users cannot see these conditions.

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 → Apply Filters Template Conditions.

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

See Configuring Handlers.

Key concepts

Filter Template A saved set of filter conditions. Templates can contain placeholders populated at runtime.

Hidden conditions Filter conditions not visible in the Filter Panel. They still affect which records are shown.

Configuration

Configure the handler on the interactive element.

Primary action type Kanban API

Primary action Apply Filters Template Conditions

Action parameters JSON object used to select the template and provide substitution values.

Hidden conditions can confuse users. Add a button for Clear Hidden Conditions.

Parameters

Name	Description	Required
template	The name of the Filter Template to load.	Yes
values	JSON object containing values used to populate filter items defined in the template.	No

values notes

• Keys must match the template’s field names.

• Values can be static values or runtime expressions.

Example

{
  "template": "My Template A",
  "values": {
    "Opportunity.AccountId": "{Opportunity.AccountId}",
    "Opportunity.StageName": "Prospecting",
    "Opportunity.CloseDate": "{$System.Today}"
  }
}

---

Behavior

When the handler runs the action:

1. Retrieves the filters list from the specified Filter Template.

2. Applies provided values to the template filter items.

3. Merges the result into the board's hidden conditions:

   • If a filter item was previously set (via a Kanban API handler call or Filter Panel interaction), its value is updated.

   • If a filter item was not previously set, it is added as a new hidden condition.

4. Applies conditions automatically.

Related actions

• Clear Hidden Conditions (remove all hidden conditions)

• Clear Filter Conditions (clears the Filter Panel only)

• Reset Filter Conditions (restore view defaults in the Filter Panel)

Troubleshooting

No conditions are applied. The template value may reference a missing template. Names are case-sensitive.

Template values are not substituted. Keys in values must match the template’s field names. Use API names like Opportunity.StageName.

Old hidden conditions are still active. This action merges hidden conditions. It does not remove unrelated ones.

Dynamic expressions in values are not resolving. Expressions like {Opportunity.AccountId} resolve only when that context exists. Place the element where the referenced fields are available.

Users cannot explain filtering. Hidden conditions are not shown in the Filter Panel. Add a clear reset button for hidden conditions.