Field types and input methods

In the Define search criteria modal, you can specify field types and input methods. The modal presents different input controls based on the field type:
Field type Description
Text

Specify text to match the field value.

Example: Account name, Description

Select Select a value from the predefined options.

Example: Account group

Boolean

Use a dropdown list with these options: Blank (No criterion applied, Yes (True), or No (False).

Example: Active flag, Completed status

Date

Use date picker controls. The placeholder shows the user date format, for example, mm/dd/yyyy.

Select a comparison operator.

When you select Between operator, a date picker is displayed where you have to select two dates to define the date range.

The date picker adjusts automatically if the start date is later than the end date.

Example: Created date, Start date, end date

Error handling applies to date fields. If you enter an invalid date, the Apply and Search button is disabled until you correct the error.