A filter condition attached to a KPIConfiguration (kpiConfigurationId): fieldName + operation + fieldValue express one predicate over the KPI's trigger entity, and sequenceNumber orders the conditions. Only source records satisfying these rules count toward the KPI. A configuration without rules counts every record of its trigger entity.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FieldName | Field Name | Text | | |
FieldValue | Field Value | Text | | |
Id | Id | Guid | Yes | |
KPIConfigurationId | KPI Configuration | Lookup → KPIConfiguration | | |
KPIName | KPI Name | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
Operation | Operation | PickList | | Values: Not Equal, Greater Than, In. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
