Questions tagged [filters]

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15 views

Report Filters filtering only by created date

I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
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0answers
13 views

Filter picklist values based on other objects field values

Is it possible to filter picklist values based on the 2 other object fields relation? In that case I mean for example: I have an Order Type field which on junction object is related to Region (e.g. ...
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2answers
31 views

how to filter the collection used in aura:iteration

I would like to have a filtered version of a collection as the source data of an aura iteration. Basically, something like this: <aura:iteration items="{! v.myList.filter(element => ....) }" ...
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1answer
32 views

Data filter and Measure to give recipients who opened a specific send

I usually work Automation Studio and SQL Activities to build my recipients. But I have been tasked to learn how to build simple segments using Data Filters and Measures. And now I am already confused ...
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0answers
37 views

Create the look filter for custom field in lighting

I have created the custom case component for the community and I have to apply the lookup criteria to create a filter to limit the records available to users. In my salesforce org (standard case ...
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1answer
71 views

How to Refresh an existing Filtered Data Extension without Filter Activity / Automation?

I know that there is the process to create a filter definition, a filter activity and then have these run inside an automation to automatically update filters. But this means that you need to ...
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1answer
28 views

Can I create an AND and OR filter and apply that to a data extension

I'd like to create a Data Filter that has AND and OR conditions in it, like x AND y AND (a OR b OR c) I'm unable to merge two filters. Is this feasible?
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2answers
29 views

Can't pass 'greater than' or 'less than' operators in reportFilters via url

I have a lightning component that redirects to a custom report passing filters via url. This component is working inside a community and, as far as I know, you need to generate your url with a '...
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0answers
18 views

Escalation rule logic not working

I have a sequence of 4 rules in one Escalation with slightly different criteria primarily based on country. It is set to escalate on either 24 hrs or 24 & 48 based on the country. Currently, the ...
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0answers
32 views

Filter data by year w/o changes to SOQL?

Trying to filter data that is returned to me by the termination year. If any data that is pulled and has a termination date older then five years I do not want it to show up. public static List<...
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1answer
67 views

Create a filtered list using 2 or more tags - MobilePush

We want to create a filtered list with few rules that contain few tags. I have a contact with a "fishing" tag and a "boating" tag, and another contact with only a "fishing tag". I want to create a ...
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0answers
8 views

Dashboard Filter - Pulling a different field value

On a dashboard i am creating (case object), i have added the filter options for edit date and edited by. When i select an option in the edit date filter, a filter is added to the report(s) for the ...
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1answer
45 views

Send a Second email to subscribers that didnt open 1st email sent via automation studio

I need to create an automation to: 1- Send and Email (from a created email template) to subscribers and informations from a Data Extension DocCobranca. 2- After 2 days has passed I need to make a ...
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2answers
85 views

Data Filters and Measures Error for Unique Opens

I am having an error when trying to implement a data filter using a measure I created. I am implementing this filter to create a filtered data extension. Here are the details: I am using a data ...
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0answers
23 views

Filtering by date-field

I'm trying to create a report over "Faktura" filtering by its field "Dato for fakturering", but it's not showing up in the report maker. Can anyone explain why this is? Is there any way to fix it? ...
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1answer
52 views

Journey Builder Goal Criteria Error

I am creating a new version of an existing journey that I have as I noticed an error with the way contacts pass through (see image below): The fluctuations of populations did not make any sense. I ...
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0answers
10 views

Grouping Filtered Records on a Visualforce Page by a Field

I have a custom object called "Availability" that has a couple of field that I'd like to display and I want to be able to filter them by a date range selected by the user through the VisualForce page ...
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1answer
34 views

Filter Opportunities with Contacts Report by Fields on Contact Lookup field

I'm looking to create a report of Opportunities with some native Opportunity filters. These Opportunities also have a custom Lookup field pointing to a Contact: Project Contact. In the Opportunities ...
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0answers
8 views

Dashboard Filter within Tile - How to Change from “Equals” to “Contains”

there is a filter within a tile on one of my dashboards that appears to default to "Equals" and as a result, when I drill down there are no results pulling. Is there a way to change this to "Contains"?...
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0answers
20 views

How to add filter in to salesforce lightning app?

I have built an app with a geolocation feature. To easily filter the data I have used search term. But I have to add a search filter where user can easily select from the drop-down list or checkbox ...
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1answer
165 views

Search/Filter functionality in a lightning table without using jquery. Response from server side will be json

Json response: {"rows":[{"vals":[{"val":"Abc Corp","cssClass":""},{"val":"GROUPA","cssClass":""}, {"val":"Eitan","cssClass":"responsiveHide"}, {"val":"9","cssClass":"responsiveHide"}, {"val":"$18.9K",...
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0answers
42 views

Multiple filters for same field in wave:update

I'm developing a Salesforce Aura component that updates an existing Wave Analytics dashboard whenever something changes within the component. Those changes may affect same field with several values ...
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0answers
11 views

Annual revenue filters in the report

I'm trying to calculate the gross annual revenue for the last year. But my filters seem wrong to me. I consider the interval between starting and final dates. But what if the date started in 2017, and ...
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1answer
50 views

Need to find a method for an extension class that filters the a certain value of the current shown record

I am trying to find a method to query a certain dynamic value and make the results visible in the standardController. Background: we want to display all leads who have the same date field as the ...
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1answer
45 views

Automated Email Campaign with filtered data

In my current environment, we have multiple automated email campaigns setup in this way. For one such campaign, there is a designated source DE which will be only be growing on demand which contains ...
1
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1answer
66 views

How to make a Lightning Component in a Lightning record page visible to a subset of users?

I would like a single Lightning Record Page to have 2 components, each visible only to a specific set of users. There are a few users identified as 'beta testers' and one version of the component ...
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2answers
1k views

Filter in Related List using fields from related record

Here is the scenario - I am showing related orders in opportunity page layout by using related list lightning component. Order is having two record types - say A and B. In the Opportunity detail ...
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1answer
36 views

Enhanced Segmentation - Final send volume after exclusion

I'm busy building filtered data extensions using the new enhanced segmentation features, so that we can drag and drop segments in to our sends. So as an example I have created 2 filtered DEs, one ...
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1answer
97 views

preconfigure filter affecting widget with disabled apply global filters

I have embedded a wave dashboard on a visualforce page. In my dashboard I have charts that "Apply global filters is disabled". What happen is when I view the dashboard on the visual force page, and ...
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0answers
15 views

View my cases and all new cases (other owner)

as an agent I need to see the tickets I managed (the owner is me) and also the new tickets (other owner). I tried to filter in the lists of views but it doesn't allow me to do what I want. Any ...
2
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1answer
22 views

“Account Data Extension” with Account ID as proimary Key using for Order related Emails?

I created a "Account Data Extension" with AccountID as primary key, so every customer is just ones in the Data Extension. Now I want to send order related Emails/Journeys. Therefore I filter this Data ...
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0answers
100 views

Filter Data Based On Values Matching In Two Columns

Is it possible to filter data based on values in two columns matching in Einstein Analytics? For example, I have one column named BO Qty and another named Supply Qty. If BO Qty is 1 and Supply Qty is ...
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1answer
31 views

Filter in a 1:many relationship for one value only

we have two Data Extensions - DE1 one storing client's data and another one, DE2, storing information on with a 1: many relationship. We now need to filter on exactly one of the values DE2 Data. ...
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2answers
52 views

Filter Synchronized Data coming into Marketing Cloud

I am wondering if there is a way to filter data coming into marking cloud from Sales Cloud. I ask because I do not want to import Accounts that dont have email address associated with them as these ...
2
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1answer
73 views

Filtering SOQL results with optional conditionals

I am creating a web component that allows users to filter the results of some data based on some optional filtering fields. In SOQL, how do you handle returning results when a filter is not set? For ...
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1answer
30 views

Retrieve a Filtered Data extension with fields of both the data extension

We are using Data Relationships as a Data Filter to retrieve data from two data extensions, but the filtered data extension has fields only that of the source data extension. What must I do so that I ...
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0answers
25 views

Record Type field not visible for portal users when running a report

When running a report as a portal user, i cant see the Record Type field. The field also has no effect on Filters nor can it be added as a column. admin (OK) community user: (NOK)
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1answer
99 views

System.QueryException: value of filter criterion for field 'CreatedDate' must be of type dateTime

Below my code, I want to pass date value as a parameter but I facing an error as below, message: System.QueryException: value of filter criterion for field 'CreatedDate' must be of type dateTime and ...
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0answers
56 views

Add Custome Relative filter Einstein Analytics studio

Is it possible to add another choice on the date filter? like creating new Section Called "Date Ranges". Under "Date Ranges" we have choices like "S1", "S2", or "S3". If I select S1 it will filter ...
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1answer
45 views

Displaying related cases Email data on visualforce Page for Big Objects Data

First of all i am very new in salesforce and not have anything to do with programming however i have been trying to finish my first project by getting help online. I have created a BIG OBJECT "...
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1answer
29 views

How to fix wrong test controller's filter by status?

public void byStatus(){ //Temporary multipicklist, because my main picklist isn't multiselected: String temporary = jobAdvertisement.Temporary__c; List<String> temporaryList = new ...
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1answer
297 views

Reports automatically and forcefully filtered by owner role (Winter 19)

Since Winter 19 release all of our reports are now being filtered by owner role automatically. We can't find a way to clear the filter, and we can't find an entry in the release notes. A Salesforce ...
0
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1answer
121 views

XOR Using Filter Logic

Is making an XOR through Filter Logic possible? I'm comparing opportunities by a custom field that is basically a date range. This field is called Selling Period and follows the format year - season. ...
1
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1answer
1k views

jquery datatables in lightning component

I have a lightning component which uses jquery datatables.User needs to filter the datatable using Stage picklist and date field.Based on the user selection(Stage and Date) then datatable needs to ...
1
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1answer
376 views

Data Filters vs. Query Activities - discrepancy between the two

I'm noticing a discrepancy between running a data filter versus running a SQL query activity (containing the same logic). Here's my data filter: And, here's my query activity: Finally, here are ...
1
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1answer
363 views

Lightning Filter Component

We are building a component that allow user to search for list of records. Was wondering if there is a standard filter component that can be applied with the possibility to apply multiple fields and ...
2
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1answer
27 views

How To Filter Recurring Last 3 months from a specific start date?

My company uses salesforce and have introduced OTE targets determined every 3 months. This started in May 2018. I want a filter that displays the current OTE data. The commands 'LAST 3 MONTHS'. 'LAST ...
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2answers
67 views

Handle 1 AND (2 OR 3) in Apex Query

In the List View we can see the Filter logic that enable us to handle many condition such and 1 AND (2 OR 3) . But I m not able to figure out how this logic is being handled in apex. For example if ...
0
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1answer
40 views

Javascript Filter In Custom Controller Not Returning Filtered Results to Visualforce Page

I have a custom controller and page with a few lines of Javascript. The functionality should work as follows: when a user enters a state or account name in the parameters, the list of accounts and ...
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1answer
72 views

Filter for Aggregated List Results in Custom Controller

I have a custom controller with a Visualforce page that displays a list of accounts with aggregated results for each account. I want to create a filter for state and inspection date that would filter ...