Add the conditions that you want to filter for

If you want to filter documents for a specific period, do not add conditions for it to individual card. Instead use the global period selector

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This guide provides step-by-step instructions on how to create a new summary card in your workflow. It explains how to add conditions to filter for specific criteria, save the card, and offers a helpful tip on using the global period selector for filtering documents for a specific period.

Create a New Summary Card