About Element Source Settings

Source settings determine which records appear in your elements and how they're organized. These settings enable you to filter records, control their display order, and limit the quantity shown.

What You'll Learn

How to configure source settings for elements
Ways to create and combine filter rules
Methods for organizing records with ANDs and ORs
Techniques for sorting and limiting records
Best practices for filter logic
Solutions for common filtering challenges

Basic Configuration

Source Components

Data: Define filter rules
Sort: Set display order
Limit: Control record count

Filter Rules Structure

Field selection
Operator choice
Value definition

Filter Logic

Building Rules

Basic Rule Components

1. Select Field
   * Choose from available table fields
   * Consider field type restrictions

2. Choose Operator
   * Type-specific options
   * Comparison operations
   * Date/time functions

3. Set Value
   * Match conditions
   * Multiple selections
   * Dynamic values

Rule Groups

Using Filter Rules

All conditions in a group must be true
Combine ANDs and ORs
Create complex logic
Nest conditions

Example:

Show records where:
(Status is "Open" AND Due Date is "Today")
OR
(Priority is "High" AND Assigned To is "Current User"

Record Organization

Sorting Options

Single field sorting
Multiple sort levels
Ascending/descending
Custom sort orders

Record Limits

Set maximum records

Best Practices

Filter Design

Start with broad filters
Add specific conditions
Test edge cases
Validate logic

Implementation Examples

Common Use Cases

Active Items Display

Status is "Active" AND Due Date is after "Today"
Priority Management

(Priority is "High" AND Status is "Open") OR Due Date is "Today"
Assignment Filter

Assigned To is "Current User" AND Status is "Open" OR

Assigned To is "Current User" AND Status is "In Progress"

Troubleshooting

Common Issues

Unexpected filter results
Sort order problems
Performance concerns
Logic conflicts

Solutions

Verify filter logic
Check field types
Test combinations
Monitor performance

Related Resources

[Field Type Guide]
[Filter Configuration]
[Performance Optimization]
[Logic Building]

Tip: Test your filter combinations thoroughly to ensure they produce expected results.

Note: Sort settings in source configuration take precedence over table-level sorting preferences.