Distributor Filters

With no filters enabled a distributor will select from all the queued records. However there are times when you may want to be more selective. E.g. using filters you can create a round robin for a segment of hot leads or P1 cases.

There are two types of record filter:

Field-based filter - filter the types of records e.g. LeadSource equals Web.
Campaign-based filter - for leads and contacts filter to only select records in specified campaigns.

Field-based filters

First we need to enable field based filtering using the toggle. Distributors with no filter enabled will select everything from the chosen source (queue / user / field value).

Creating filter rows

Filter rows - you can add up to 20 filter rows using the Add Row link.
Field - choose the field you want to filter by. The list of available fields includes both standard and custom fields.
Operator - select comparison type from the following. The operators available depend on the current field selected. See list of operators below.
Value - the value you want to match.

Using Stamp Groups

If your org is using Custom Classification then you can also use Stamp Groups in your field filters. This lets you unify some of your filter logic and perform it upfront in the classifier, so your distributor logic is simpler. In order to use a stamp group filter, select 'DE Stamp Group >' from the field selection. This will display a new picklist, allowing you to pick the stamp group you wish to filter on. You are then able to select an operator, and a stamp from the selected stamp group.

Filter logic

When there is more than one filter row you can choose whether to use AND, OR to group these together. By default, all rows will be grouped using AND, so if you want all rows to be required, then you do not need filter logic. If you want more control you can use OR.

Example filter logic

(1 AND 2) OR 3
1 OR 2 OR 3
(1 AND 2) OR (3 AND 4)

Operators

Operator	Description	Case sensitive	Example	Notes
equals	field exactly matches the value.	No	Country equals USA
not equals	Does not match the exact value	No		For performance reasons try and avoid negative operators like not equals if you can. Positive operators (e.g. equals or in) are quicker to run in the database. i.e. Select what you want not what you don't want!
less than	less than the specified value (numeric or alphanumeric)	No	Rating less than 50
greater than	greater than the specified value (numeric or alphanumeric)	No	Rating greater than 50
greater or equal	greater than or equal to the specified value (numeric or alphanumeric)	No	Rating greater or equal 50
contains	text contains the specified value	No	Name contains Smith
does not contain	text does not contain the specified value	No	Name does not contain Carter
starts with	text starts with the specified value	No	Name starts with John
does not start with	text does not start with the specified value	No	Name does not start with James
ends with	text ends with the specified value	No	Name ends with Smith
does not end with	text does not end with the specified value	No	Name does not end with Carter
in	picklist or text field is within a list of specified values. For picklists you can multi-select options using checkboxes, for text fields you can supply a semi-colon delimited lists of options	No	State in California;Nevada;Arizona.	Use semi colon or tab when entering values (comma does not count as a delimiter)
not in	picklist or text field, is not within a list of specified values. For picklists you can multi-select options using checkboxes, for text fields you can supply a semi-colon delimited lists of options	No	State not in New York;Texas;Colorado	Use semi colon or tab when entering values (comma does not count as a delimiter)
includes	Only available for multi-select picklists, can be any of the selected values.	No
does not include	Only available for multi-select picklists, is not any of the selected values.	No		For performance reasons try and avoid negative operators like not equals if you can. Positive operators (e.g. equals or in) are quicker to run in the database. i.e. Select what you want not what you don't want!

Supported Field Types

The following field types on the booking object are supported. All fields must be filterable to be displayed.

ComboBox	Phone	Integer	MultiPicklist
Email	Date	Currency	String
Picklist	Datetime	TextArea	Double
Checkbox