Filter Transaction

To refine a transaction list using advanced filter search options for more targeted and efficient data retrieval.

Expected output:

1st Step

1. In the API configuration section, connect your data source and enter a custom query in the Query field to filter data using conditional operators (e.g., AND, OR). Set Query Parameters for dynamic filtering and choose the Response Attribute to specify how filtered data should display.

2nd Step

1. In the Advanced tab of the Card Grid settings, enable Advanced Search, configure options like sidebar positioning and keyword storage, then map API Parameters to Advance Search Fields (e.g., email, LeadStage, CompanyName), and adjust settings like search on load or linking results to parent items as needed.

3rd Step

1. Create a new form for the filter and configure the necessary fields, such as Company Name, Email, and Stage, to set up specific filters for the transaction list.

Final Output: