Questions tagged [filters]
The filters tag has no usage guidance.
295
questions
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983
views
Wave Einstein Analytics filter relative dates in dataflow with filter node
I need to filter opportunities in my dataflow that have a date 'last month' to 'end of current year'. I cannot use filters in the sfdcDigest node as I am doing a couple of calculations later that need ...
CommunityBot
- 1
0
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32
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 ...
- 2,263
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votes
3
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24k
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Relative Date Value (THIS WEEK,NEXT WEEK,LAST WEEK)
I have below filter in List view for my custom object and client's locale is US English.
Scheduled Date equals THIS WEEK
List view retrieves all records with scheduled date from Sunday to Saturday....
CommunityBot
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-2
votes
1
answer
36
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
- 2,743
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827
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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 ...
CommunityBot
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12
votes
1
answer
1k
views
Filter empty date field in SF analytics api
Using the analytics rest api we need to add a filter to a date field to get only the records where this field is empty.
In json:
{
"column": "Account.Date_Field__c",
"operator": "equals",
...
CommunityBot
- 1
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1
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82
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:{
...
- 2,563
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1
answer
2k
views
SOAP API: Applying filter to a retrieve data in Apex
I generated Apex code from the ExactTarget SOAP Api:
Exacttarget Wsdl URL
I am trying to make webservicecallouts using apex to retrieve "SentEvent" for an specific subscriber. Using SOAPUi it works ...
CommunityBot
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1
vote
1
answer
849
views
Using lightning:listview's filter as a standalone component to query records
Is it possible to use the filter logic of the lightning:listview as a standalone component to query records? I am trying to use these queried records to generate events for fullcalendar. Or another ...
CommunityBot
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-1
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1
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836
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 ...
CommunityBot
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-1
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1
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55
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, ...
- 1,748
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111
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 ...
- 88
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140
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: ...
- 317
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145
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 ...
- 954
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141
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
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1
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475
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 ...
- 1,748
-1
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1
answer
51
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 ...
- 669
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1
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36
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.
- 69.8k
2
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2
answers
666
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 ...
- 1,764
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70
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())
...
- 1,614
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1
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2k
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 ...
- 3,984
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102
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!
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132
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
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1
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74
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 ...
- 7,244
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458
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 ...
- 3,258
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512
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 ...
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1
vote
1
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692
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 ...
CommunityBot
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11
votes
4
answers
7k
views
Lightning - retrieve picklist values available for RecordType
How can I show only picklist values allowed for a specific Record Type?
For example:
Case.Status values are "Pending", "Open", "Closed"
Case RecordType1 only allows the Pending value
Case ...
- 315
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92
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. ...
6
votes
4
answers
27k
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 ...
0
votes
2
answers
668
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 ...
- 186
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686
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 ...
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1
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323
views
Data Filter on time
I have a data extension with a date field. I want to create a filtered data extension that filters data for the past hour. Can I create a filer that filters on the time part of the date field?
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32
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 ...
- 480k
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310
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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639
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
- 658
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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">
&...
- 135k
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votes
1
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633
views
Object Filter in SSIS Salesforce Source
I need to move all records from salesforce to a DWH using SSIS.
After the initial run I need to move only the records that either got inserted or updated after the last run into SFDC.
I learnt that ...
CommunityBot
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401
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; ...
- 69.8k
-1
votes
2
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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,...
- 480k
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2k
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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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232
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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607
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 ...
- 3,150
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674
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
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1k
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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 ...
2
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1
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196
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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), ...
- 30.2k
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537
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
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749
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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 ...
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2
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283
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 [...
- 59.2k
2
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847
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 ...
