You are reading the documentation for an outdated Corteza release. 2023.9 is the latest stable Corteza release.

Record list samples

Filtering

Record list pre-filtering supports value interpolation that is relative to the content; such as a record.

Available variables:

  • record: current record (when available)

  • recordID: current record’s recordID (when available)

  • ownerID: current record’s owner (when available)

  • userID: current user’s userID
Show only records created this year

YEAR(created_at) = YEAR().

Show only records linked to the viewed record

related_contact = ${recordID}.

Show only active contacts

is_active = '1'.

Show lost opportunities

status = 'closed/lost'.

Sorting

Sort by latest

created_at DESC.

Sort by latest and opportunity stage

created_at DESC, stage DESC.