Questions tagged [filters]
The filters tag has no usage guidance.
295
questions
-1
votes
0
answers
20
views
Dashboard filter that represents a selectable date range that each reports refers a different widget
I would like a dashboard filter that includes a selectable date range that all the widgets/reports have a different data object looking to that date range. for example a dashboard with a multiple ...
- 1
-1
votes
1
answer
38
views
Filtering an email list in a flow by industry picklist with multiple selections
I am trying to set up a flow to send an email to newsletter subscribers in a custom object (Newsletter) filtered by industry.
Currently industry is a picklist field, not a multi-select picklist, ...
- 1
0
votes
0
answers
67
views
Different Record Count in two exactly reports but created on different dates
I have two reports created from the same Standard Report Type, using the same filters, one created in 2016 by a user who is no longer active, and another created today with my user, and I get two ...
- 5
0
votes
0
answers
105
views
What is an alternative option to Audience Builder in Salesforce Marketing Cloud?
Our goal is to allow users within SFMC platform to be able to create audience / segmentation with drag and drop options (even if users are non-technical and got no experience with SQL).
Current state: ...
- 305
0
votes
0
answers
88
views
Is it possible to limit the fields you can filter on list views?
I ran into a very basic request at first that now I am struggling with, so hope to get my curiosity cleared with this query:
I've limited the user's profile visibility in the Campaign object to not ...
- 944
0
votes
0
answers
96
views
Is there a way to transfer filter values between different analytics dashboards that are on different lightning tabs?
We currently have different analytics dashboards embedded in aura tabset components. There are also different lightning tabs with the same aura tabset component layout/function that also have multiple ...
-1
votes
1
answer
273
views
Blanks filter doesn't works
I created a Salesforce report and want a field to be filtered to only show the ones containing certain text.
I used a filter with contains: MXN APT SET
It shows those (about 800 results) but also the ...
-1
votes
1
answer
46
views
Custom Object list view
I have a requirement to only show certain records in a list view to users based on two field values. I can filter the fields on the list view page but I have not been able to find if I can default to ...
- 659
-2
votes
1
answer
33
views
unbale to add filter for the email contains same value in rich text filter
I want to show warning message on lead when email address has same values in more than one lead record. I'm trying to add a filter to the rich text filter criteria but I can't.
- 11
0
votes
1
answer
50
views
javascript filter child object fields
I have this JSON that I'm filtering
js
this.filteredMisc = this.missions.filter( mission => misc?.Name?.toLowerCase().includes(evt.target.value.toLowerCase())
...
- 659
0
votes
1
answer
1k
views
How to filter a dashboard, with reports from several objects, using a text or picklist field?
As soon as you combine reports from accounts, leads, cases, etc. in a single dashboard, the available fields with which you can create a filter are quickly reduced to just date fields.
Even when you ...
- 3,848
-1
votes
1
answer
85
views
Adding a new field to the product index
I'm looking to add a new field to the list of indexed fields on the product index so I can use it as a filter. I haven't been able to find this option anywhere. Any help would be appreciated!
0
votes
1
answer
84
views
Report - Show Group if One Value Equals
I have a report where groups are listed with their various products:
Group Number
Product
1
One
1
Two
1
Four
2
One
2
Two
2
Three
3
Two
3
Four
How do I filter this report to show only groups ...
- 101
-1
votes
1
answer
66
views
Report on Contacts over 40 years old / which filter?
I was asked to create a report showing contacts and one of the filters requested is only contacts who are over 40 years old. The contacts have a Birthdate field.
In the report filter, I can't figure ...
- 9
0
votes
1
answer
329
views
Content Document Parent ID Salesforce
I am completely lost on how to populate a ParentID for Content Documents. I would like to find the parent record (custom object record) linked to the Content Document. I have easily sorted it in the ...
0
votes
0
answers
413
views
"The request body is either invalid or incomplete."
I'm using the analytics studio to build a dashboard right now. I put 2 reports about campaign influence, that I created via "Reports", one for customers and one for prospects. I want to put ...
- 1
0
votes
1
answer
699
views
Dashboard filter is ignored/not working on Einstein/CRM Analytics Dashboards embed in lighting page
I embedded an analytics dashboard in a lighting page by following the steps in this article: https://www.salesforceben.com/how-to-embed-analytics-dashboards-in-salesforce-lightning-pages/.
As I would ...
0
votes
0
answers
85
views
Filter available Case Contacts from the Account Contact relationship table
We would like to filter Contacts available to a Case to be based on an Account-Contact association to the Account referenced in the Case.
Example: Contact Bob is associated to Accounts A, B, C, D. ...
0
votes
0
answers
74
views
Set default filters on activities
Is there a way as a system admin to set values for activity filtering for all users?
- 1
0
votes
0
answers
36
views
Dynamic chart titles for time filter
I have a time filter for different quarters/months/years. When I select the a value in the time filter dropdown, how do I update the chart title with similar value?
Currently I have bucketed the ...
- 3,152
0
votes
0
answers
551
views
How to assign multiple values to the filter value in list views through apex code
I've an requirement where I'm adding a new filter for the list views through apex code since we have 1000+ list views in prod. Below I've added a new filter where lead status not equal to closed and ...
0
votes
1
answer
28
views
Fastest way to add a filter to many reports
I've been tasked with adding a filter to literally hundreds of reports in Salesforce. As you can imagine, this is a very cumbersome task.
Currently I am simply clicking into each report and manually ...
0
votes
2
answers
565
views
Display Product Options with the selected Configuration Picklist attribute value
New to Salesforce CPQ.
Below is a scenario I am trying to implement.
There is a Product Bundle "PB" which has 2 Product Options PB1 and PB2. A Configuration attribute of Type Picklist is ...
- 11
0
votes
1
answer
564
views
Report Filter Date
I am looking to filter a date to show appointment dates for only this month to todays date (so not the entire month). Is there a relative date formula i can use for this?
Thanks
0
votes
0
answers
267
views
For custom report types with one-to-many object relationship, how to filter *after* join
(NB: As per comments, this is specifically a technical question around Salesforce reporting capabilities.)
Reports using the standard report type "Opportunities with Products" will include ...
- 1
0
votes
1
answer
38
views
Filter do not work. What is wrong with my code?
VF page:
<apex:page standardController="Position__c" extensions="PositionsForJobApplications" recordSetVar="lineitems" lightningStylesheets="true">
&...
0
votes
1
answer
342
views
How to filter by custom object field?
Please help. I want to filter fields by Status, but nothing works. What am I doing wrong?
Controller:
public class PositionsForJobApplications {
public List<Position__c> position {get; ...
-1
votes
2
answers
3k
views
how to convert a list to list of lists in Javascript
I'm trying to turn a list into a list of lists. In this case I have a list similar to the following:
a = [ 1, 1, 1, 2, 3, 3]
and I would like to separate the same items for another list, like:
a = [[1,...
0
votes
0
answers
2k
views
How do I filter data related to selected field box in my lightning data table in LWC
Hello Guys._ Guys, I have an issue with my lightning datatable
Current table
The problem is when I want to show the data with the current broker selected, for example, if I select "Accurate ...
- 21
0
votes
0
answers
200
views
NOT IN filter does not work when querying External Object
I have an external object from which I want to retrieve certain values avoiding some other ones depending on certain conditions.
The problem is that when I apply the NOT IN filter like in the ...
- 835
0
votes
1
answer
518
views
Looking for a solution to have more than 50+ filter values in Dashboard
I'm building a dashboard which will have Products as one of it's filters. And there are more than 10k different values while a standard dashboard filter can only allow 50 values. Is there any work ...
0
votes
1
answer
602
views
Dynamic Action filter not Correctly Filtering by User Role
I'm trying to hide the 'Edit CFR' button from all users with the 'NOW Engineer' Role, but with the following filter the button is still available to users who have the role:
Here is the Role in ...
- 11
2
votes
1
answer
159
views
Automated bulk refresh of filtered DEs - API or data filters?
I work for an organization with a very decentralized model, and we have 25-30 departments/teams sending out of SFMC. Each of these teams has their own set of filtered DEs (probably 30-50 per team), ...
- 21
0
votes
0
answers
493
views
Customize list filter
I have a list filter in dashboard there I have around 50 values. Now out of 50 there are five values which ‘Japan 20’, ‘Japan20’, ‘Japan2020’, ‘Japan-20’, ‘Japan_20’. Now in list filter I want to ...
- 109
0
votes
2
answers
270
views
how to write a query to filter the multiple input field of account
public with sharing class SearchComponent{
@AuraEnabled(cacheable=true)
public static List<Account> getAccountList(String searchKey) {
String key = '%' + searchKey + '%';
return [...
2
votes
0
answers
739
views
Filtering an Action button on a record based on active User
I am trying to display a Create a Record button only if the user looking at the page is the same user in a related user field.
I currently have a formula checkbox field that is true if the active user ...
2
votes
0
answers
101
views
Capturing Filter Data on Interaction Studio
We are trying to capture the filters a user clicks on in the website and use those filters to build some form of affinity towards certain products. We tried making it a user attribute and a product ...
- 21
-2
votes
1
answer
232
views
Filter Logic Simplification Help
Is there a way to simplify the below filter logic as it exceeds what is allowed character wise in SalesForce? I tried (1 AND 2 AND 6 AND 7 AND (5 AND 9 AND 3 OR 4)) OR (1 AND 2 AND 3 AND 8 AND 10) but ...
- 1
0
votes
1
answer
3k
views
Filter list view on related object fields
I'd like to be able to filter list views with related object fields. Something that is easily feasible in reports, however I'd like to be able to do the same for list views. I have noticed in my org ...
-2
votes
1
answer
49
views
Sortable and Filterable java script for visualforce table [closed]
I have a visualforce page which displays the activities (events, tasks, notes, files) from a account in a table. Some accounts have a huge number of activities and it would be comfortable to sort or ...
- 105
-1
votes
3
answers
607
views
Want to differentiate between two Date/Time fields without involvement of second
I have one scenario where I have to display cases in report whose lastmodifieddate is greater than closeddate
So everything is working fine but there is one issue
I have a case and I closed it. In my ...
- 45
0
votes
0
answers
97
views
Marketing Cloud Simple Query with filter Bad Request - Need Help
I am making the following REST GET call:
https://{{et_subdomain}}.rest.marketingcloudapis.com/asset/v1/content/assets?$page=1&$pagesize=50&$orderBy=AssetType asc&$filter=AssetType.Views....
0
votes
1
answer
137
views
Need help with Subquery in parent-child relationship query
I have a query where I have to query contacts and their cases only if case status != "Completed" or "Pending". But in my Parent-child query, cases are getting retrieved ...
- 419
0
votes
1
answer
180
views
Can a created report automatically assign a subscription based on a specific filter within the report?
Can a created report automatically assign a subscription based on a specific filter within the report?
For example, a report based on a ticketing system with case owners of the ticket(s) (which would ...
0
votes
1
answer
41
views
Journey not firing when adding filters
I am trying to set up a journey that our patients start when their opportunity enters a certain stage. However, I want it filtered to a specific list of treatment options. When I leave off the filters ...
0
votes
1
answer
81
views
Report Filter: Parent Case Number behaving oddly
This seems like it should be simple but I'm stuck - I don't know Salesforce very well so hoping someone here can help. I have a set of parent cases, and each of those has a number of child cases. ...
- 121
-1
votes
1
answer
68
views
Performing filter based Queries on Salesforce using SOQL [duplicate]
I want to write an SOQL Query to ensure that contacts with the name John Johnson , together with all contacts with Last name Smith (excluding Benjamin Smith) will be selected. Please advise how to ...
- 1
2
votes
2
answers
601
views
Is there a way to distinguish Long Text Area field or Rich Text Area field from a regular Text Area?
I need to build an interface to allow a user to filter record by the field chosen by the user. I know that I can use Text Area fields in the WHERE Clause but I can't use Long Text Area field or Rich ...
- 15.8k
0
votes
3
answers
232
views
Salesforce Report Visibility Customization
I want to implement a feature for customizing report visibility based on a User(Logged in user) field value.
For e.g -
A is report of record B ;
C & D are particular field values of B & User ...
3
votes
1
answer
2k
views
Marketing Cloud - API - Data Extension - Filter by Date
I'm retrieving values from a Data Extension using the GET method on
https://[YOUR SUBDOMAIN].rest.marketingcloudapis.com/data/v1/customobjectdata/key/[EXTERNAL_KEY]/rowset
without any filter the ...
