Nested Fields/Filters allow users to build more detailed views, filters, and reports using attributes that come from any "Related-To" fields.
In short, when a workspace has nested filters enabled, users can add fields, from any Related-To field, to filters or columns on views and reports.
This means that views and reports can have more granular fields and filters applied, pulling in attributes from associated records, creating more comprehensive datasets in a single screen.
What is a Related-To Field Type?
Custom fields can be created for any object in TermSheet. Select the "Related-To" field type and then select a Record Type from the dropdown to associate a related record to the object through this field. 
Enabling Nested Fields/Filters
🔒Users must be workspace admins to request this feature to be enabled.
The Nested Fields/Filters feature is not auto-enabled in workspaces. To request Nested Fields/Filters for your workspace, email a request to support@termsheet.com
Nested Fields/Filters is enabled for a workspace as a whole, it cannot be enabled on a per user basis.
Adding Nested Fields to Views
🔒Users must have permission to manage views.
- Select the eyeball icon in any View. Most commonly, this feature would be used with Deal Views to show records associated to Deals via "Related-To" field types.
- Search for the field name in the Related-To record.
- Select the checkbox to add it to the view.
When searching for fields associated with "Related-To" fields, search for "Name" to get to the record identifier.
Example: When looking to add the "Deal Maker" field which is a Related-To Contact field type, search "Name" then select the checkbox for Name under the Deal Maker header in the dropdown.
Adding Nested Fields to Reports (Report Builder)
- Navigate to Report Builder and create a new report or access an existing one.
- Under the Fields tab, use the dropdown to search for the "Related-To" record's field name. Use the checkbox to add the fields to the report.
- Under the Filter tab, add a new filter and use the dropdown to search for the "Related-To" record's field name. Select "Apply" to apply the filter to the report.
