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A formula filter keeps a record in your list when its formula gives back true, and removes it when the formula gives back false. Use one when the built-in filters cannot express your question, such as “this or that,” a number comparison, or a text match that ignores capitalization. This article walks you through adding a formula filter, checking that it works, and saving it.

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Prerequisites

  • A list open in MK, such as your people or companies list.
  • Permission to edit lists, if you plan to save your changes. You can try a formula without saving it.
  • A formula to try. If you are new to formulas, read What formulas are and when to use one first.
  • The exact names of the fields you want to read. See How formulas find your data.

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How a formula filter works

MK works out your formula once for every record. If the answer is true, the record stays. If the answer is false, the record leaves. A formula filter works together with any built-in filters on the list. A record must pass all of them to stay. Because the answer must be true or false, build your formula from comparisons and checks, such as ==, >=, exists(), and .includes().

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Steps

1

Open your list

Open the people or companies list you want to filter. The controls appear in the panel at the side of the list.
2

Find the Filters section

In the panel, find the Filters section. If the list has no filters yet, it reads “No filters — showing everything.”
3

Add a formula

Select + ƒx. A new row appears with an empty formula box.
4

Type your formula

Select the box and type your formula. For example, to keep people whose lifecycle stage is lead or mql:
Replace lead and mql with values from your own data.
5

Apply the formula

Press Enter, or select outside the box. MK applies the formula when you do either one, not while you type.
6

Check the count

Look at the count next to the list title and at the rows. The list now shows only the records where the formula gave true.
7

Save your changes

To keep the filter, select Save. If you are working on an unsaved view, select Save view instead. A saved list keeps its filters and columns.
You will see only the records that match your formula, and the count matches what you expect. If you saved, the filter appears in the list the next time you open it.
On a people list, saved lists may appear under the name Segments.

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Try these examples

Each formula below works on a people list and uses standard fields. Replace the values with ones from your own data. On a companies list, you can compare numbers: Here is how the first people example works out for three people. The check for an email comes first in these formulas on purpose. Without a check, a record with no value can pass a filter when you did not expect it. Handle blank and messy values in formulas explains why.

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Change or remove a formula filter

  • To change it, edit the text in the box, then press Enter or select outside the box.
  • To remove it, select the remove button at the end of the formula row. The list goes back to showing the records the other filters allow.
Changes do not stay with the list until you select Save.

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If the list does not change

For more causes and fixes, see Formula gives a blank, wrong, or error result. If a formula filter gives an answer you cannot explain, contact allGood support. Include the formula, one record that should match and one that should not, and the full error message if there was one.