Questions tagged [filters]
The filters tag has no usage guidance.
297
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34
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 ...
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16
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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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42
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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 ...
- 1,267
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30
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Filter chatter Text Posts
I need to create a Text Post tab in chatter on opportunity object how on first screenshot(I created it with photoshop) or feed for opportunity object with chatter like on case object how can I do it ...
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1
answer
2k
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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
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1
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31
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 ...
- 605
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783
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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-2
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1
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28
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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.
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12
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1
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1k
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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
2
votes
2
answers
479
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 ...
- 1,706
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792
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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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32
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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())
...
- 1,422
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1
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953
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
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1
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346
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 ...
- 3,668
-1
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1
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43
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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23
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 ...
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43
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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 ...
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139
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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 ...
- 3,138
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229
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"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
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1
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685
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
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4
answers
7k
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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 ...
- 313
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376
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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 ...
- 2,580
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67
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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. ...
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4
answers
26k
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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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answers
46
views
Set default filters on activities
Is there a way as a system admin to set values for activity filtering for all users?
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22
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 ...
- 3,142
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2
answers
380
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 ...
- 176
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318
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 ...
1
vote
1
answer
260
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?
- 11
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25
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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 ...
- 468k
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206
views
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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171
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
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1
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372
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
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37
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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">
&...
- 134k
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141
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 ...
- 101
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99
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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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187
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 ...
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1
answer
606
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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237
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; ...
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-1
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2
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2k
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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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1k
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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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148
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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344
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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 ...
- 2,580
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237
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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
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1
answer
455
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
answer
123
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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), ...
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430
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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589
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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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238
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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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