Questions tagged [filters]

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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 ...
-1 votes
1 answer
42 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 ...
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Using complex filters in a WSProxy.retrieve?

I'm trying to set up a proxy retrieve to return the status of all automations that run for a particular day. My current code is var prox = new Script.Util.WSProxy(); var cols = [ "Name", &...
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1 answer
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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
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0 answers
35 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 ...
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1 answer
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Filter do not work. What is wrong with my code?

VF page: <apex:page standardController="Position__c" extensions="PositionsForJobApplications" recordSetVar="lineitems" lightningStylesheets="true"> &...
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0 answers
41 views

Salesforce Lightning Dashboard Filters - using a list/group of users in the filter criteria

I have a lightning dashboard where I'd like to add a filter on the opportunity owner. I can use the existing logic and do something similar to Owner equals User1, User2 etc. However, I'd like to ...
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0 answers
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How to filter a data table on selecting a picklist value in aura components?

So I have got different picklists in my aura component and I want to filter the visible data on selection of some value/values. I have three picklists in my component for selecting values and I have ...
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51 views

LWC Filter contacts

I have the following drawback: my parent LWC shows a list of contacts with their related details. But I need to filter these contacts based on an input, typed in by the user. In this case, the channel ...
0 votes
1 answer
83 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
283 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,...
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278 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 ...
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0 answers
75 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 ...
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1 answer
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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 ...
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0 answers
79 views

Not able to pass a filter value to report from 'URL which navigates to a report'

I want to pass a 'parent object record id' to a URL which navigates to a 'report of child object records', and the report should be filtered out by the passed parent record Id as parameter. I'm ...
0 votes
1 answer
56 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 ...
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2 votes
1 answer
55 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), ...
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0 answers
166 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 ...
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0 votes
2 answers
62 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 [...
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0 answers
79 views

Restrict duplicate entry in Journey Builder when there is a multiple order updates in trigger

We have scenario that, we are using Trigger Data extension in journey builder as entry source. Was planned to avoid duplicates. further we came to know that there multiple orders so using journey ...
2 votes
0 answers
269 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
45 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 ...
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-2 votes
1 answer
42 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 ...
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0 answers
134 views

Creating a report based on Data Extension attribute?

My company has a Data Extension which gets updated daily and it consists of for example below: Name Product Product ID Weight Jason Banana 11111111 1kg Kim Apple 22222222 2kg There will be new ...
0 votes
1 answer
950 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
35 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 ...
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-1 votes
3 answers
137 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 ...
0 votes
0 answers
52 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
76 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 ...
0 votes
1 answer
49 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
30 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
20 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. ...
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-1 votes
1 answer
44 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 ...
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2 votes
1 answer
181 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 ...
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0 votes
3 answers
88 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
818 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 ...
1 vote
0 answers
35 views

How to sort the Activity Panel by Profile/User on an Account?

I am a relative novice with the Salesforce interface and platform itself so if I misuse some terminology, I apologize. In my current role, I am undertaking the challenge of learning APEX and one of ...
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-1 votes
1 answer
640 views

How do I add "Closed/Lost" as filter option for opportunity status?

Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
1 vote
0 answers
2k views

Filter lightning list view using current user

Is there a way to use a lightning view filter to only show records for the current user? This filter did not allow for the non-mobile Reviewer Assigned equals $User.ID results in 'The value $User.ID ...
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0 votes
0 answers
19 views

SOQL query filter by value of another column [duplicate]

I am trying to make an extremely simple query where I filter the result based on the result of two columns. Ex: SELECT x, y FROM coordinates WHERE x > y; So far I didn't found any example of how ...
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0 votes
1 answer
625 views

Is it possible to use GetRecords saved in Record Collection variable as filter value for another GetRecords

Let's say there is need to retrieve Users with particular Profiles. Of course we shouldn't use Ids and we got Record Collection with Ids according to Profiles Names. Can we somehow use this variable ...
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0 votes
1 answer
212 views

LWC handling search to unfilter

I am new to LWC development. I have a problem with handling search on a reverse. Meaning, handling backspace and delete made by the user. When the user types the product name, it will execute the ...
0 votes
0 answers
36 views

Creating a Filtered Data Extension from Account Record Type Filed in Sales Cloud?

I need to segment audiences in Marketing Cloud based on the Account Record Type in Sales Cloud. With the Contact Object and Account Object the Account Record Type field is not available in Marketing ...
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0 votes
1 answer
301 views

Filter Lock Missing on Default Report Filters

If I create a new report with report type "Oppportunities", the default filters Show Me, Close Date, Territories, Opportunity Status and Probability cannot be locked. If I add new filters, ...
0 votes
0 answers
38 views

Filter Logic Help

Folks, I can't get the filter logic below to return the desired output. I have a lead (albeit a merged lead) that meets 8 and 9 but isn't being included in the report. ((5 OR 6 OR 8) AND 1 AND 2 AND 3 ...
1 vote
1 answer
127 views

Is there a built-in way to filter product search results based on customer group?

Additional context: most responses I've seen to similarly asked questions either here, or on unofficial salesforce slack channel seem to imply that "custom code" is the solution. After some ...
0 votes
1 answer
43 views

Is possible to deactivate the possibility to edit filter in a report in the Lightning experience?

Is possible to deactivate the possibility to edit filter in a report in the Lightning experience? Or at least "lock" every filter? Our users does not create/edit/delete a report. Some of ...
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359 views

Best Practice: Using Id or Name in Filter Criteria and Formula Fields

We're working in an Org that uses Ids in Filter Criteria and Formula Fields to dictate logic based on Record Types. When you refresh a sandbox, it maps the correct Id to the correct record type id and ...
0 votes
1 answer
56 views

Create report where created date is 2020

How can I add filter on report where record created date is 2020? I mean I want all the records that were created in the year 2020. I tried many formulas like YEAR() -1 and YEAR() = 2020 but nothing ...
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0 votes
1 answer
68 views

This page has an error - lightning inputs

I'm making a component that renders filters based on any sObjects, to render records based on those filters. The component renders, depending on the type of the filter (boolean, number, with options) ...

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