Setting Up Filtering for a Custom Segment
As described in Filtering for a Custom Segment, you can configure each segment so that its available values are determined by selections made in another classification field.
To configure filtering, at a high level, you complete two steps:
Note:
When you are configuring filtering, be aware that filtering choices can be overridden by a static default. That is, if you configure a static default for a segment, that value can always be saved on a new record, even if your filtering configuration would otherwise make the value impermissible. If you want to avoid this behavior, avoid choosing a static default that is not permitted by your filtering configuration. For details on static defaults, see Configuring Static Defaults for Custom Segments.