Create filters

First, configure the template.

Create filters to include or exclude groups of producers in a roster. Filters are optional.

1. On the Roster Templates page, click the Filters tab in the center panel.

2. Initiate a filter on any on the following objects:

   1. The Roster Filters field contains the roster object. Click the filter icon () next to the roster object.

   2. If you chose the Related Record relationship type and used sub-objects when creating the template, click the filter icon () next to a related record object in the Related Records Filters list.

   3. If you chose the Junction Object relationship type and used sub-objects when creating the template, click the filter icon () next to a sub-object in the Junction Filters list.

3. Filter records using conditions. Select a condition in the Select Condition dropdown field.

4. Select a field, operator, and value to create a condition.

5. Click Add Condition to set more conditions. Click the trash icon () next to a condition's row to remove conditions.

6. Click Save.

For example, the following filter condition includes only active producers in the roster.

Field	Contents
Condition Requirements	All Conditions Are Met (AND)
Field	Appointment Status
Operator	Equals
Value	Active

Next, activate the template.