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Questions tagged [criteria-filter]

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Roll-up Summary field filter criteria YEAR()

I have a roll-up summary field on a custom object and I want to use a filter criteria to show only records that have been created for the current year. This is not on a report, but when I am actually ...
jacques661's user avatar
0 votes
2 answers
469 views

Bypass lookup filter

I have a lookup filter which I want to bypass as a system administrator when doing i.e. data imports. I found possible solutions but they dont seem to be working. Added a second filter condition OR ...
Thomas's user avatar
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0 answers
295 views

How to filter to latest date of Opportunities on an Account

I’ve spent a good amount of time trying to figure out or find this answer - I created a report showing fields from both Accounts and Opportunities and there are sometimes multiple Opportunities tied ...
Kari Hedrick's user avatar
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0 answers
57 views

how to display filtering option for picklist values to successfully get records in visualforce page,Also how to provide grouping for same record name

I am trying to build one Visualforce page where I am able to get all approval history information. But I am not able to provide users the opportunity to filter records based on "Status". ...
arghya's user avatar
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1 vote
0 answers
307 views

Show Dynamic Field Section only on Clone

When you enable Dynamic Forms, the 'New Record' form is determined by the Field Sections on your Record Page, instead of using the traditional Page Layout. I like to design custom forms when a user ...
Jerry Woods's user avatar
1 vote
2 answers
18k views

How to compare date field is lesser than today in record triggered flow?

I have create record triggered flow in which i need to filter the records based on the below conditions Status is equal to Done and Completion Date is lesser than TODAY. I am not able to obtain this ...
sfMon's user avatar
  • 49
0 votes
0 answers
540 views

Error while trying to activate matching rule

I've been struggling with activating a matching rule but I keep getting this error I can't get rid of: I have attached my matching rule with requested criteria + duplicate rule as per the ...
Simona C.'s user avatar
1 vote
1 answer
2k views

Filtering by Date (Last 7 days) while editing data extension filter

My data extension has a date field stamped at a certain point in a journey and I need to filter it weekly to see who has been stamped in the last 7 days. I have tried a number of ways to configure the ...
stevopew's user avatar
0 votes
1 answer
108 views

How to filter on specific value when subquery

I am not a SOQL developer. I do have SQL experience. I have to take over a process that a non-SOQL developer who's no longer here. I have the following query they wrote: SELECT AccountNumber FROM ...
notasoqlguy's user avatar
1 vote
1 answer
6k views

Using TODAY() in filter criteria field for roll-up summary

I've read that TODAY() can't be used in filter criteria for a roll-up summary. Is there any way around this? I have a field on a detail that tells whether it is from this year, last year, or longer ...
NMALM's user avatar
  • 171
0 votes
1 answer
3k views

I need a report filter with many account names

I have 128 Accounts. Each account name, for example "account1", has up to 50 identically named accounts for a total of 1313 unique Account IDs. I need to run a report that lists all 1313 ...
b.culver's user avatar
1 vote
1 answer
3k views

Lightning Screen Flow Component Visibility - Hide If Resource Field Is Blank

I'm trying to only show a component in my lightning screen flow, when a field in my resource is not blank. Specifically, when the ParentId field of the account returned by the Get Records element is ...
Garywoo's user avatar
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3 votes
0 answers
256 views

In Process Builder -> Customize the Logic, does short circuit evaluation occur?

Suppose I have a process builder for the Account object. In my criteria, I've selected "Customize the Logic", Custom logic: (1 AND 2 AND 3) OR (4 AND 5) Conditions: 1- IsPersonAccount :: equals :: ...
Sullivan's user avatar
0 votes
1 answer
394 views

Is there a way to filter results in a lookup for certain record types?

I have a lookup on a custom object to the standard object 'Products'. My custom object has 3 record types, and requires an input from the Products. But I would like to filter which Products are ...
Dan Watkoski's user avatar
1 vote
2 answers
1k views

Journey filter logic for decision split based on month range after birthdate (mm/dd/yyyy)

I am looking for help with an age based journey. The journey has a decision split that needs the proper filter logic using the birthdate (ex. 12/21/1983) field that includes the year. The entry source ...
Zach's user avatar
  • 51
1 vote
1 answer
1k views

Filtered Data Extension bug

I have an issue when applying filters in a Data Extension for a few days ago. Basically it doesn't work. For example, if I did a filter from a Data Extension adding the criteria 'Email is not null' ...
fromero's user avatar
  • 1,041
5 votes
2 answers
2k views

Marketing Cloud Journey Data Not Available for Exit Criteria?

Why can't I define journey exit criteria using attributes from journey data, instead of only attributes from contact data, which seem to be all that's available? I ask because I need to use the ...
Joshua Soderlund's user avatar
1 vote
1 answer
414 views

How to compare two IDs of different objects in testing? [closed]

Getting a failure error after running the test class... System.DmlException: Insert failed. First exception on row 0; first error: FIELD_FILTER_VALIDATION_EXCEPTION, Value does not exist or does not ...
CH Naveen Kumar's user avatar
0 votes
1 answer
3k views

Process Builder Formula Conditions are met

Sorry I've been drilling this for 8 hours and I'm stuck... I can get this to work using "Formula Evaluates to to True" NOT(CONTAINS([User].Email, 'gmail') ) But I can't get it to work using "...
Mr.Smith's user avatar
  • 113
0 votes
1 answer
198 views

Profile List View Filteration

What filetrs can I apply to profile list view to get Profiles that have access to particular record type of Case? Please suggest
Jahnvi Jasani's user avatar
1 vote
1 answer
641 views

How to filter data in a pageBlockTable through an inputCheckbox

I have a pageBlockTable that returns data from any query, in that result one of the columns returned is a picklist. I added an InputCheckbox just above the pageBlockTable and I would like that when ...
CleberTXR's user avatar
  • 125
0 votes
1 answer
717 views

How to make a fieldname dynamic in a javascript filter

I have a javascript filter which works fine. I have a field on which I filter an array. What I would like to do is to make this fieldname "Categorie__c" dynamic. I tried with a concatenate but this ...
Thomas's user avatar
  • 2,310
3 votes
1 answer
7k views

How to bind dynamic checkboxes to id

I have a couple of checkboxes which I dynamically create trough an iteration. In want to use these to trigger a function. My issue is when I select/check 1 checkbox all the others get checked ...
Thomas's user avatar
  • 2,310
1 vote
1 answer
608 views

Checkboxes not working with javascript function

I am trying to make a dynamic filter on accounts. What I want to achieve is to show only the records where the checkboxes are true. The issue I have is that my function is not working based on a ...
Thomas's user avatar
  • 2,310
0 votes
1 answer
3k views

How to filter a list of records on clietndside based om checkbox criteria

I have tried using filters in a lightning component which filters records based on criteria. How can I toggle the filter based on true or false of a checkbox. The issue I have currently is when ik ...
Thomas's user avatar
  • 2,310
1 vote
2 answers
426 views

Pass a list collection from a search to new filtered list lightning controller

I have followed a tutorial to create a custom search lightning component to search a list of contacts based on an event search which works fine. What I would like to achieve is to get the result of ...
Thomas's user avatar
  • 2,310
0 votes
1 answer
707 views

Show records that haven't been updated for more than a week in reports

To show records in report that haven't been updated for a week or more do is the following criteria correct? LatModifiedDate__c - Less than - THIS WEEK
TheAdmin's user avatar
  • 355
0 votes
1 answer
968 views

Quotation marks in Workflow rule criteria

In a workflow rule I need to check for specific strings within a text field. A simple substring match using "contains" cannot work as it would lead to ambiguity, I put the strings inside of quotation ...
Florian Heer's user avatar
1 vote
1 answer
416 views

Is it possible to use encrypted fields in filter criteria in list views and reports with shield platform after winter'17 release

In earlier versions, using encrypted fields in filter criteria in list views, reports and communities were not allowed. I want to know if encrypted fields in filter criteria are now available in list ...
devsfdc's user avatar
  • 441
2 votes
1 answer
2k views

Relative date range in reports filter

I am trying to generate a report for my end user based on date range. I used the filter in reports e.g. Issused date greater or equal 01/01/2016 (start date) AND Issused date less or equal 31/12/...
Ben's user avatar
  • 43
1 vote
1 answer
168 views

Need a Report that shows all objects where a string field has more than 50 chars

So, I'm trying to build a report in SalesForce that will return all objects that have 50 or more characters in one designated string field. The objects are called Items. The field that I'm looking at ...
Miro C's user avatar
  • 11