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Idea. The ability to copy filters during the 'Setup Rule' step.

  • June 28, 2018
  • 2 replies
  • 26 views

sagan_sherlin
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For some of our rules when we're only needing a [i]few accounts - that really don't have any common factors, it would be awesome there was an easy way to copy a filter that you already have in place.  [i]Granted it doesn't take much work to also just drag the same filter field over x times - but hey, just a thought. :)

2 replies

sai_ram
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  • Expert ⭐️⭐️
  • June 29, 2018
Hi Sagan,  Thanks for sharing this.Let me know if my understanding is correct. Do you mean to say copy the filters and reuse them in another rule? If this is the use-case,how frequent you use the same filters? 

sagan_sherlin
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  • Author
  • Helper ⭐️⭐️
  • July 2, 2018
While that would be cool to copy filters from rule to rule - in this case, it's on the same rule itself.  When we're making sure to only pull certain accounts, we may have to use the same filter several times - depending on the accounts.  It would just be cool if after we get the first filter setup the way we need - we could copy it and then just change the field name.  Rather than moving over the filter several times and each time adjusting filter option.