Merge Filters Template

Overview

Run the Merge Filters Template action from a handler.

This action merges a saved Filter Template into the Filter Panel. It updates matching fields. It does not apply 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 → Merge Filters Template.

• 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.

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 Merge Filters Template

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

This action does not replace all filters. It updates or adds filters by field. Users still must click Apply.

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 existing filters in the Filter Panel:

   • If a filter for the same field already exists, its value is overridden with the template value.

   • If no filter for the field exists, a new filter is added.

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

Related actions

• Apply Filters Template (replace panel filters and auto-apply)

• Select Filters Template (replace panel filters, no auto-apply)

• Apply Filter Conditions (equivalent to clicking Apply)

Troubleshooting

The Filter Panel does not show template filters. The template value may reference a missing template. Names are case-sensitive.

An existing filter was not updated. Merge uses the field name. If names differ, a new filter is added.

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

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.

Filters update, but the board does not change. This action does not apply conditions. Users must click Apply.