Filter by records without associations in segments

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What it is

You can now filter segments for records that don't have a given association, or don't have a specific association label. For example, you can filter for companies with no associated deal, or companies with no associated deal carrying a specific label.

Why it matters

Today, you can filter for records that have an association, but not for records that don't. Getting there took an extra segment, report, or calculated property, which adds technical debt and leads to many segments referencing other segments that are hard to manage. Now you can exclude those records directly in the segment filter.

FAQ

What changed?

Per the panel, segments can now filter for records that don't have a given association, or don't have a specific association label, such as companies with no associated deal.

What did it take before?

Per the panel, you could filter for records that have an association but not for records that don't. Reaching the same result meant an extra segment, report, or calculated property, which added technical debt.

Who gets it?

All hubs and tiers. The board shows it as live.

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