Create a selectable filter

This tutorial guides you on how to use the Select option and Multi-select option filters in Nintex Apps.

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The Select option filter allows users to select a single value from a drop-down list and return matching results. The Multi-select option filter allows users to select multiple values from a drop-down list and return matching results.

Some Select option and Multi-select option filters automatically generate drop-down values through model conditions that use values from a picklist, reference, or string field.

You can also define filter options manually when you need full control over the values. For more information, see Sample use cases.

Select option filter (Auto-generated conditions)

Note: This option works with picklist and reference type fields.

For example, users may filter account or opportunity records by fields such as Rating or Stage (picklist fields) to find the most urgent items. A Select option filter with automatic conditions generated by Nintex Apps supports this use case.

The goal is to allow users to select a value and return all matching records.

Assumptions

Note: 

The example below assumes a Nintex Apps page with:

  • A model on an object that collects data about accounts. In this example, Salesforce Accounts object is used. For more information, see Create and configure models.

  • A Table on that model with the following fields:

    • Account name

    • Account rating

    • Other account fields

If you are using a different connection, the field names referenced in this example may vary. For more information, see Connections.

Create a filter that displays records based on their rank. Conditions for this filter are auto-generated and all options in the filter drop-down are automatically populated.

  1. On the Table component, click Add feature > Table filter.

  2. Set the following properties:

  • Filter type: Select option

  • Filter method: Server

  • Pick options and condition: Automatically

  • Filter field: The field that tracks the account's current rating: Account rating.

    Note: Because automatic option selection only works with picklist and reference type fields, only those field types appear in the field selector.

  • Show label above filter: Yes, use field's label.

  • "None Selected" option text: Select rating.

  • Display as: Dropdown.

Use Select option filters on reference fields

When used with reference fields, the Select option filter behaves differently because it requires user input. Instead of showing a standard drop-down menu, it appears as a text input field:

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As the user types, Nintex Apps automatically displays a list of matching options and allows the user to quickly select the value they want.

Multi-select option filter (Auto-generated conditions)

This filter is configured in the same way as the Select option filter (Auto-generated conditions), but allows users to select multiple values from the drop-down list. This filter provides the following options:

  • Users can select or deselect all available options.

  • If there is a long list of filter values, users can use the search box to quickly find the value they want.

Sample use cases