Ensure end users have at least Read field permission to all fields specified in Criteria VQL queries. If an end user does not have Read field permission to one or more fields, the Criteria VQL field is ignored.

When users do not have permission to Reference and Parent/Child fields, sync errors can occur. A record cannot be saved if it contains a field referencing a record that does not match the Criteria VQL defined for the field.

Criteria VQL defined for Reference and Parent/Child fields filter the options available for end users to select when populating those fields. Business admin users can also define Criteria VQL filters for a field for a specific object type. Field results are only filtered when end users create or edit a record with that object type.

To define Criteria VQL filters for Reference or Parent/Child fields:

1. Navigate to Admin > Configuration > Objects.
2. Select the appropriate object.
3. Select the Fields tab.
4. Select the appropriate field.
5. Select Edit.
6. Populate the Criteria VQL field in the Constrain Records in Referenced Object section.

   

To define a Criteria VQL filter for a specific object type:

1. Navigate to Admin > Configuration > Objects.
2. Select the appropriate object.
3. Navigate to the Object Types tab.
4. Select the appropriate Object Type.
5. Select the appropriate field.
6. Populate the Criteria VQL field in the Constrain Records in Referenced Object section.

Before saving either Criteria VQL filter type, business admins can select Validate to ensure the query syntax is correct, or select Preview to verify the results of the query are as expected. See Standard Criteria VQL Operators for information about supported and unsupported Criteria VQL operators.

Criteria VQL defined for Related Object app sections filter the related records displayed to end users on object records.

To define Criteria VQL filters for a Related Object app section:

1. Navigate to Admin > Configuration > Objects.
2. Select the appropriate object.
3. Select the Layouts tab.
4. Select the appropriate layout.
5. Select the Edit button for the appropriate app section or select Insert Section > Related Object to add an app section.
6. Populate the Criteria VQL field.

   

Before saving, business admins can select Validate to ensure the query syntax is correct, or select Preview to verify the results of the query are as expected. See Standard Criteria VQL Operators for information about supported and unsupported Criteria VQL operators.

Certain Vault CRM objects and fields are considered business critical and cannot be configured to use filters. In addition, filters are not supported for DCR Edit Requests on the Browser platform.

• Unsupported objects (and all fields):
• Call Report and any call-related child objects displayed on the call report
• New Account Wizard
• New Address Wizard
• Parent Account Wizard
• Unsupported fields:

  Object	Field
  em_attendee__v	account__v contact__v event__v user__v
  em_event_material__v	email_template__v
  em_event_rule__v	country_override__v
  em_event_speaker__v	speaker__v
  em_event_team_member__v	group_name__v
  em_expense_estimate__v	event_budget__v expense_type__v
  expense_header__v	incurred_expense_account__v incurred_expense_attendee__v incurred_expense_speaker__v incurred_expense_team_member__v incurred_expense_vendor__v incurred_expense_venue__v payee_account__v payee_attendee__v payee_speaker__v payee_team_member__v payee_vendor__v payee_venue__v
  expense_line__v	event_budget__v expense_estimate__v expense_type__v
  expense_type__v	country__v parent_expense_type__v