Overview

Configure Dynamic Filters in the Query component to create context-aware WHERE clauses that resolve at runtime. Reference page record fields with :fieldName (supporting up to 5 parent relationship levels), or use user-context tokens—such as :$User.Id, :$User.Queues, :$User.DirectReports, :$User.Team, and :$UserRole.Team—to filter by the current user’s scope.

General Use Case

Use Dynamic Filters to build reusable, context-aware queries that automatically adjust to the current record and user—so the same query surfaces the right data on any page, for any user, without hardcoding IDs.

Video Demo

Walkthrough

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Record-Based Filters

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User-Based Filters

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