Entity filter fields

reference australia Updated Sep 10, 2026 1 min read entity-filter-fields.md
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Descriptions of the fields displayed in the Entity filters related list under Entity type.

Field Description
Entity filter type Entity filter type such as Build your own conditions or Select from predefined queries.
Table Table that contains the records to be queried.
Filter condition Filter conditions for the source table to generate entities.
Default owner Default owner for entities created from this filter when no source field is configured.
Derive owner from source field Use a field on the source record as the entity owner instead of the default owner.
Source field for owner Source record field used to derive the entity owner.
Auto-update owner Automatically update the entity owner and class when the source record changes or the entity moves between filters.
Preferred for owner and class derivation Give this filter priority for deriving entity owner and class when multiple filters apply to the same entity.
Empty owner Action to take when the source field returns no owner.

Parent Topic:Entity filters

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