Filter your dynamic tables

This article describes how you can filter dynamic tables in your Contractbook automations.

It contains the following topics:

• Using dynamic tables' conditions
• Checklist for filtering dynamic tables
• Line items and CRM systems
• Configuration steps
• "Filter by" types
• Configuring filtered dynamic tables
• Editing applied filters
• Automation results
• Example use case

How can I use the new dynamic table filters with my CRM system?

Filter which elements to show in dynamic tables:

• You can filter elements in dynamic tables, so only specific rows are shown in the automatically created contracts.
• Using the new filters in the automation builder, you can make your templates' dynamic tables display or hide specific elements or an entire table conditionally.
  • Base these conditions on the connected CRM system's line items and customize with desired formatting.
  • Use the new dynamic tables' filters in your integrations with Salesforce, HubSpot and Pipedrive. 

What do I need to filter my dynamic tables?

• A paid Contractbook package and integration with your CRM system.
• If you are setting up the automation for your team, remember to work from the centralized (team owner's) account.
• Line items in your CRM system will be used to filter the dynamic table's displayed content. 
• You can connect the CRM data and apply filters to it directly from the automation builder.
• "Create draft" automation action to configure the dynamic tables' filters.
• Once the automation gets executed, the conditions you have added will be checked, and the data from the selected line items will be used to filter which rows will be displayed in the dynamic tables and which will be hidden.

Which CRM systems and line items can I use?

The data displayed in your dynamic tables can be customised based on different line item properties, depending on the CRM system you are integrating with:

• Salesforce - you can select any supported line item property.
• Hubspot - you can pick from a list of standard line item properties and all custom line item properties (as long as their type is supported).
• Pipedrive - you can pick from a fixed list of line item properties.

How can I filter line items in my automations' dynamic tables?

• Create the dynamic tables you need in the template you want to use for your automated workflow.
• Connect Contractbook to your CRM system.
  • The line items you can use to filter the contents of your dynamic tables will be fetched from the connected CRM system.
• Start by creating a new automated workflow from the "Automations" main tab.
• Select the automation trigger based on your CRM system:
  • For Salesforce: Opportunity stage is changed
  • For HubSpot: Deal stage is changed
  • For Pipedrive: Deal stage is changed
• Add a "Create a draft" automation action and map the data of your template (under the "Data" tab).  
  • Beneath the "Tables" tab, you will see a list of all dynamic tables in the template you connected:

• To filter the rows and columns of each dynamic table:
  • First, connect the line items' source you will use conditionally from the "Connect data" section:

• • Under the "Show data where" section, you can apply conditions which will filter the items in your dynamic table:

• Pick the type of condition you want to apply to the dynamic table's elements by adding a "Filter by" specification.

Which type of filters can I apply to my dynamic tables?

• Once you pick the CRM system's line item you want to use, you can apply one of the following "Operators" to it:
  • Is equal to
  • Is different than
  • Is greater than
  • Is greater than or equal to
  • Is less than
  • Is less than or equal to
  • Is not empty
  • Is empty

• You will be allowed to filter each of the dynamic tables from your template with the desired operator: 

• Once the operator is picked, click "Save", then confirm by clicking on "Connect".

Configuring the filtered dynamic table

Once you have selected the filter type for the dynamic table and connected to line items, you can proceed by configuring the table.

• Add names and line items' input for the table's columns and adjust dispalyed number or date formatting:

• Configure all dynamic tables you need to filter in the same way and save the automation action when they are all completed. 
• You can add as many additional actions as needed to complete the final automated workflow.
  • The only mandatorial action you need to have for the dynamic tables' filtering is "Create a draft". 
  • Click here to learn more about the automations builder's abilities. 
• You can connect a single template with dynamic tables to each of your in-app automations.

Can I make changes to the filters I added?

• Once configured, each condition for your dynamic tables can be edited.
• Remember to publish the automation once you are done with all changes.

What happens when the automation with filtered dynamic tables gets executed?

• To trigger the automation, you have to move the deal/opportunity stage in your CRM system.
• Once the automation you have configured is successfully executed, open the draft it generated in the main app.
• You will see the rows in your tables filtered to match the properties and conditions you have applied.
• All properties, line items and conditions when filtering dynamic tables in the automation builder are completely customizable and configured to fit all your use cases.

Which is a standard use case for dynamic table filtering?

Sales example:

If you want to show specific details of the packages you are selling (for instance,  Monthly Price) and other details for related add-ons (for example, Quantity).

By using conditions, you can split those details into multiple dynamic tables or hide each table when needed, ensuring only the relevant details are included in each of your automatically created sales contracts.

 

If you need additional information or assistance, please contact us anytime through our Online Support Chat or email.