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

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  • Updated 3 months ago
  • (Edited)
For some of our rules when we're only needing a 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.  Granted it doesn't take much work to also just drag the same filter field over x times - but hey, just a thought. :)
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Sagan Sherlin, Champion

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Posted 3 months ago

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Sai Ram Pulluri, Official Rep

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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? 
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Sagan Sherlin, Champion

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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.