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Questions tagged [filters]

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Request Filter a Data Extension is using

I'm trying to retrieve the FilterDefinition a DataExtension is using but failing at it right now. I'm able to retrieve the source of a Filter via the FilterDefinition SOAP call but that only gives me ...
Pieter-Jan's user avatar
0 votes
1 answer
24 views

How do I filter a dashboard based on a date using url parameters?

I want to dynamically filter a dashboard to see only records with a field on a specific date. The documentation doesn't explain how to write a date as a url parameter. I keep getting the same error &...
Matias Bangueses's user avatar
0 votes
1 answer
14 views

Is it possible to add new report ranges as a Salesforce Admin for users to select?

I want to add a few new date ranges that can be selected when making a report. Is this possible as a Salesforce Admin?
SlayerSevak's user avatar
0 votes
0 answers
32 views

Show most recent description from Activity on Account

We have a requirement to show the most recent description from the associated Tasks to the Account Page , Lightening Record Page Component ( eg: select Description from Task where Description != ...
Vin's user avatar
  • 11
0 votes
0 answers
13 views

Dataself Dashboard filter not working

I'm using DataselfBi, which is a Tableau subsidiary service. I'm trying to add a dashboard as a tab in Salesforce and when I try to filter it using the {!Account.OwnerId} as a filter parameter, and ...
Eliezer Bautista's user avatar
1 vote
0 answers
99 views

Field 'Passport_Number__pc' cannot be filtered in a query call

This might be a basic question. My SOQL is failing in Prod: [SELECT Id, Subject FROM Case WHERE Account.Passport_Number__pc =: value] Field 'Passport_Number__pc' cannot be filtered in a query call ...
d_k's user avatar
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0 votes
0 answers
33 views

Most efficient way to get opp. products with a certain line item schedule date

We have a screen flow (via button) that creates sales orders based on the month and year selected by the user. Currently, it builds the order with all products on the opportunity with a schedule ...
Alex's user avatar
  • 1
0 votes
0 answers
17 views

Sort Element - Can it work with/as a variable from GET to UPDATE

Situation. We are tidying up some flows so they use less GET's. We have one that gets a single highest value of the last 6 months. Previously we had a filter (for its requirements) then a descending ...
Stephen John cook's user avatar
1 vote
0 answers
386 views

TypeError: this.config.plugins.filter is not a function - sfdx package install command not working

I have updated the salesforce CLi with latest version 2.21.8. After that, i am installing the packing using sfdx package install commpand but i am getting below error. Warning: Plugin @salesforce/...
Kishan Vadaliya's user avatar
0 votes
1 answer
40 views

What is RecordType.DeveloperName named in the filter of a page layout?

I want to add a filter to a page layout that is based on the recordtype. I want to use the DeveloperName, of course. But when I try to do this, this is the choice of fields that I get: Name or Record ...
Sander de Jong's user avatar
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0 answers
39 views

Filter for List View Where 'Related To" is blank or Related to 'Intake'

I would like a Tasks View, in which the 'Relate To' field is either blank or the object that 'Relate To' is connected to is an 'Intake'. Is this possible? I think the problem is that 'Intake' isn't ...
Liz Gewirtz's user avatar
-2 votes
1 answer
49 views

How to filter non-related object by query

I have two non-related objects, Product and Lead and they have 3 matching fields with picklist type. I want to query product whose field 1 = field 1 of lead
Nitin Agrahari's user avatar
0 votes
1 answer
262 views

Example of Filter Operator "Between" (SSJS)

I'm trying to use a complex filter in my WSproxy retrieve method that gets values where their date is between two dates. I'm this currently: var ThreeDaysAgoFilter = { LeftOperand:{ ...
Peter Luo's user avatar
  • 140
-1 votes
1 answer
107 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, ...
Scott R's user avatar
0 votes
0 answers
231 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 ...
Mónica's user avatar
  • 17
1 vote
0 answers
256 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: ...
kl2's user avatar
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0 votes
0 answers
331 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 ...
Endrit Sino's user avatar
0 votes
0 answers
209 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 ...
Andrew Ryan's user avatar
-1 votes
1 answer
1k 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 ...
Dorinicee's user avatar
-1 votes
1 answer
92 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 ...
mackmama's user avatar
  • 707
-2 votes
1 answer
42 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.
Jas's user avatar
  • 11
0 votes
1 answer
105 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()) ...
mackmama's user avatar
  • 707
0 votes
1 answer
3k 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 ...
Sander de Jong's user avatar
-1 votes
1 answer
149 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!
Jimmy Johnson's user avatar
0 votes
1 answer
252 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 ...
user2597747's user avatar
-1 votes
1 answer
111 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 ...
Maria C.'s user avatar
0 votes
1 answer
840 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 ...
Victoria Aroworade's user avatar
0 votes
0 answers
923 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 ...
Viswanath's user avatar
0 votes
1 answer
90 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 ...
Rahim Spencer's user avatar
0 votes
2 answers
888 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 ...
Neha's user avatar
  • 11
0 votes
1 answer
835 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
user120752's user avatar
0 votes
0 answers
396 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 ...
Joe's user avatar
  • 1
0 votes
1 answer
41 views

Filter do not work. What is wrong with my code?

VF page: <apex:page standardController="Position__c" extensions="PositionsForJobApplications" recordSetVar="lineitems" lightningStylesheets="true"> &...
Oleh Shepard's user avatar
0 votes
1 answer
552 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; ...
Oleh Shepard's user avatar
-1 votes
2 answers
4k 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,...
Eduardo Murakami's user avatar
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 ...
Alex Barón's user avatar
0 votes
0 answers
287 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 ...
molinet's user avatar
  • 925
0 votes
1 answer
870 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 ...
Kiran Pands's user avatar
0 votes
1 answer
861 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 ...
Ethan's user avatar
  • 21
2 votes
1 answer
311 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), ...
dab70's user avatar
  • 21
0 votes
0 answers
609 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 ...
manish's user avatar
  • 109
0 votes
2 answers
300 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 [...
Jayati Shukla's user avatar
2 votes
0 answers
1k 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 ...
Chris Berghoff's user avatar
2 votes
0 answers
115 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 ...
Talib's user avatar
  • 21
-1 votes
1 answer
348 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 ...
Nikki B's user avatar
  • 11
0 votes
1 answer
4k 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 ...
yakee-niyakee's user avatar
-2 votes
1 answer
58 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 ...
Rag21's user avatar
  • 105
-1 votes
3 answers
944 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 ...
abhi saxena's user avatar
0 votes
0 answers
121 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....
Paul Maine's user avatar
0 votes
1 answer
140 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 ...
Rahul Allada's user avatar

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