CRM migration filters and help layout: what moved

Every migration screen after Source now has the same layout: the steps in one bar on top, one help line under the work, and a reworked Filters step. You can remove a whole filter condition with a bin, remove a single value with a cross, and clear all filters with one link on the right.

What changed

Steps on top. The seven steps are Source, Connect, Options, Objects, Fields, Filters and Import. They sit in one bar at the top of every screen, as on the first step. The left rail is gone. A CSV migration has no Options step, so its bar is one step shorter. Pairs that have no Fields and Filters steps show a shorter bar too.

Route and number under the title. The migration's route and its number now sit under the title, right above the work. A copy icon sits next to the number. Quote the number if you write to us about a run.

One help line. Under the work you see "Need help?" with two options: "Ask in the chat" and the address help@shuttio.com. When the chat is not configured, the line shows the email address only. The floating Help button no longer appears on migration screens.

Filters. Picked values are filled chips. A bin at the end of a condition removes the whole condition. A cross on a chip removes that one value. The screen has "+ Add condition" inside a group and "+ Add another group" below the groups. One line explains how they combine: a record moves when it meets every condition in a group, and with several groups, one group is enough. "Clear filter" is on the right.

Fields. The match key has its own block under the table, titled "Match existing records on". "Refresh fields" is a secondary button with an icon.

How to use it

1. Start a migration at the intake screen. Pick the source and the destination. Open "How the sample works" if you want the sample rule before you continue.
2. Click Continue, then follow the step bar: Connect, Options, Objects, Fields. A CSV migration has no Options step.
3. On Fields, check the field table for each object. Under the table, open "Match existing records on" and choose the field Shuttio matches on. The first option is "Nothing: always create".
4. Go to Filters. Click "+ Add a condition". Choose a field, a condition and a value. For a list of values, pick them from the list. Each pick becomes a chip.
5. To narrow the filter, click "+ Add condition" in the same group. All conditions in one group must be true for a record to move.
6. To add an alternative, click "+ Add another group". A record that meets one group is enough. The groups are separated by "or" on screen.
7. To undo, click the cross on a chip to drop one value, the bin to drop one condition, or "Clear filter" to drop everything.
8. A condition that is half filled shows "Incomplete — ignored". Shuttio does not apply it. Finish it or remove it.
9. If a condition is refused when you start the sample, the reason appears under that condition.
10. Done steps in the bar are links. Click one to go back and change it. On the Import step, the earlier steps stay marked as done but are no longer links, because the mapping is locked.

What it does not cover

• The help line is a link to the chat and an email address. It does not answer questions on the screen itself.
• The floating Help button is unchanged on the dashboard and on the public site, where it appears when the chat is configured. Only migration screens lost it.
• A CSV import has no sample. It imports in full, and it is free.

FAQ

Where did the Help button go? On migration screens, it became the help line under the work. The line opens the chat, or, when the chat is not configured, shows help@shuttio.com. On the dashboard and the public site, the Help button stays wherever the chat is configured.

What is the difference between the bin and the cross on Filters? The bin removes a whole condition: field, condition and all its values. The cross on a chip removes only that one value and keeps the condition.

How do several filter groups combine? Conditions inside one group combine as "and". Groups combine as "or". The screen prints this rule above the groups.

Start a migration at https://www.shuttio.com/intake.