Use dynamic filters to show personalized information

Beta

Zapier Interfaces is a beta product. It’s available for use, but still in active development and may change.   

Dynamic filters in Zapier Interfaces allow you to filter information based on who is the logged-in user. This feature can be used on table or kanban components. 

Availability

• Dynamic filters are available on the Interfaces Advanced plan.
• The interface must have managed users. Learn how to set up managed users. 

Set up a dynamic filter

Before using dynamic filters, ensure you've set up managed users.

To create a dynamic filter:

1. In your table or kanban component, click the component to expand the right sidebar.
2. Click the Data tab.
3. Click the Filter section.
   1. In the first dropdown menu, select the field containing users' email addresses.
   2. In the second dropdown menu, select Is current user.
4. Click Save changes.

Once a dynamic filter is set up, you will not see the content of that component when editing your page.

Note

You must repeat the steps for each component you want to filter.