Questions tagged [filters]

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449 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 ...
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1answer
47 views

Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?

In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
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1answer
19 views

Filter Logic for a Workflow Rule [closed]

I want a filter logic that will update a field "X" to No. If two fields "y" or "Z" either is No or Null. Fields: "Y": Values - No, Null ; "Z": Values ...
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2answers
690 views

Using User 's Alias/Username in Workflow/Approval Process Entry Criteria & Validation Rules

Many time we have some requirement in Approval Process field Criteria, Workflow Entry Criteria and Validation rules where some checks are required specific to users. For e.g. Take Some workflow ...
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1answer
697 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", ...
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1answer
517 views

LWC (Lightning Web Component) Data-Table Header Level Actions

I have a LWC Data-Table in which I am displaying Activity currently. I have three columns in the data table: Subject, Comments, Activity Date. I would like to add a header level action to the Subject ...
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1answer
418 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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1answer
12 views

How to put filter in report for dynamic last month?

I am trying to filter out records in my salesforce report like i just want to see last month records (Created Date). See below what i have done so far, Date filter on Created Date > CUSTOM > 02-...
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1answer
683 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 ...
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1answer
404 views

How to use user's custom field value or current user record value from parent(i.e: custom-obj) (single user having single record) in report filter?

I am creating a report on Object1__c. I have more than 3 users in my account. When I create a report, I am trying to filter with the value of current user's custom field value. User is the parent ...
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1answer
16 views

Process builder, false positives on multi select pick list

Using process builder I am channelling new leads to relevant campaigns based on a multi select pick list. (I know they are not considered best practice but this one is now ingrained in our org beyond ...
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1answer
2k views

Filter Reports by the Time of their CreatedDate

I figured that the CreatedDate will not show the time in the reports section. So I made a DateTime formula field to take the value from CreatedDate. Now this shows the time value inside the reports. ...
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0answers
24 views

Get recently updated records from datextension in Salesforce Marketing Cloud

Thorugh Salesforce Marketing Cloud integrations, data is being retrieved and transferred to another application. The functionality to be achieved is the first time fetch all the data for each data ...
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0answers
24 views

Create a Filter

I'm trying to create a custom list view in Lightning Web Component, I managed to create a data view but now I would also like to customize the filters ... so I want to reproduce the filter button with ...
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1answer
20 views

Filter Logic for SF report

I keep receiving this error message when applying filters to my report.
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1answer
13 views

How to add a property to all users to check in a visibility filter?

We're using visibility filters on our components as a way to show and hide components. If someone has a specific permission set, like "new feature pilot permissionset," we use that to show a component ...
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1answer
33 views

“Lock” option not available in the report filters of classic environment

Salesforce classic environment does not have the option to lock the filters in the report but in the lightning environment we can lock them. What is the way to lock the filters of the report in the ...
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1answer
33 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 ...
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1answer
1k 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 ...
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1answer
489 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 ...
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2answers
468 views

Using the Send Log for Filter Criteria in Journey Builder

We have a requirement to not flow down a path if the subscriber has received a specific email (ex. Email1) in the past 7 days. We are using the Send Log, this contains the EMAILNAME and SENDDATE. The ...
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3answers
4k 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 ...
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0answers
27 views

Exclude domains from sends on child business unit level [duplicate]

Working as a Marketing Cloud marketeer in a franchisee setup with 170 child business units I'd like for the franchisee marketeers for every child business unit to be able to always exclude certain ...
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0answers
10 views

Joined report filter by date for comparison, last 30 days vs last (60 days-30 days)?

Im trying to get a graphic in my dashboard of the number of events group by User comparing the events of the last 30 days vs the events of the last (60 days minus the last 30 days) and I cant only get ...
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1answer
18 views

Apply filter on SentEventObject using Marketing cloud Soap call

I am trying to apply filer condition on the SentEvent Object.Initially I was getting error related to Bad request. But now the API call is not failing but then I am not getting the filtered data here. ...
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0answers
41 views

Dashboard Filter on Task Assigned To Field

I am working on a productivity dashboard of sorts for leadership at my University. We have several custom objects that represent work done. I'd like to create a dashboard that is filterable down to ...
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1answer
26 views

How to generate a stringset of s stringset with unique values

I have a string Set with a set of strings which is a combination of timestamp a recordid. How do I create a new string Set in a neat way with only the records with the latest timestamps Example: ...
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3answers
5k 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
43 views

Custom filter based on data extension

we have a data extension with some user status asigned to identificators. Is it possible to make a filter shows only the possible values of that field based on a DE with those ids and its meaning ...
1
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1answer
118 views

Hide an empty list filter in Einstein analytics dashboard

I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values. Thanks
1
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1answer
1k views

Show only previous Business Day on a report

I am attempting to show the previous Business Day's new Accounts in a report. I am unable to simply use Yesterday as the filter because Monday will then show Sunday results, not Friday. The only ...
1
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1answer
61 views

Filtered Data Extension bug

I have an issue when applying filters in a Data Extension for a few days ago. Basically it doesn't work. For example, if I did a filter from a Data Extension adding the criteria 'Email is not null' ...
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1answer
184 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
52 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
387 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 => ....) }" ...
1
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1answer
120 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
50 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 ...
5
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1answer
11k views

How to use ORDER BY and GROUP BY together in the same query

I am trying to retrieve a list of LoginHistory for a bunch of users, but only want the most recent LoginHistory for each user. I have been trying this query, but I keep getting an unknown parsing ...
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1answer
307 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 ...
-1
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1answer
37 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
254 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
50 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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1answer
85 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
36 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
480 views

Filtering records in a Napili Community Page?

I have a checkbox: Archive on a Custom object which gets checked on the records which were two hours old. I wanted to pull these records in a separate tab: Archived Records in a community page. I can ...
1
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1answer
301 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 ...
1
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1answer
69 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 ...
1
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2answers
248 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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1answer
97 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 ...
1
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1answer
42 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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