Create filter sets in the Activity stream

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Create filter sets to save custom filters for post types and field changes in the Activity stream.

    Before you begin

    Role required: none

    Procedure

    1. Open a workspace record in your instance.
    2. In the Activity stream, select the filter icon (Filter icon).
    3. Select Filter sets > Create new filter set.
    4. Customize the filter set in the Create new filter set modal.
      Name
      Enter a name for the filter set.
      Post types
      Remove any post types you don't want included in the filter set.
      Field changes
      Remove any field changes you don't want included in the filter set.
    5. Select Save.
      The new filter set appears in the Filter sets list.