Questions tagged [filters]

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12
votes
1answer
704 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", ...
2
votes
1answer
25 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 ...
2
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0answers
240 views

Salesforce1 : Report navigation with url parameters not working

I need to filter the records display on report according to the logged in user. Therefor I am using URL parameters as, (which works fine on SF classic) /{REPORT_ID}?pv0={LOGGED_IN_USER_NAME} But ...
2
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0answers
2k views

Refresh Filtered Data Extensions automatically

In our system we have a ftp-triggered automation that imports a file into a data extension that is the source for hundreds of filtered data extensions which will be used for sending (and of course ...
2
votes
2answers
113 views

Error in Inline Visualforce Page

I have summary report chart. which is to be displayed in visual force page. Report is geting displayed. but when I try to add filter criteria it shows Error [For the filter 1: Specify a valid ...
2
votes
1answer
50 views

Passing a personalize string in RetrieveRequest to get the data from DataExtesnion

I am trying to use the filter part and Retrieve Request to get the data from data extension. RetrieveRequest request1 = new RetrieveRequest(); request1.ObjectType = "...
2
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0answers
183 views

Filter Not Working For List

I'm trying to start using the Fuel SDK in Rails, but I can't seem to get a simple filter to work. Retrieving without a filter works fine, and returns the whole set (all 36 or whatever lists). I need ...
1
vote
1answer
34 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 ...
1
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0answers
69 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 ...
1
vote
1answer
490 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 ...
1
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0answers
223 views

Marketing Cloud - How to fetch click data from measures

I am trying to fetch click data in Data Extension from measures in Email Studio but getting an error in automation studio.. Firstly I created a measures in which the condition is Click Date is After ...
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0answers
111 views

Marketing Cloud Populations - and possible use cases

So far all Sales Cloud objects are synchronised via Marketing Cloud Connector to the Synchronised Data Extensions and have no relation to each other, meaning if we want to combine different objects in ...
1
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0answers
34 views

Only show the Opportunity with the highest probability per Account in Report

Tried to summarize the probability field to 'Max' but it still shows all the opps under the account (+ the one with the highest one) I am using a standard 'opportunity' report - I do not want to ...
1
vote
0answers
35 views

Can we restrict the fields to filter in Products Lookup Dialogs?

Hi, In the above image of lookup dialog window of Products object(Standard), I have to filter the records by using filter by. Here I want only selected fields to be visible in the dropdown but not all ...
1
vote
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. ...
1
vote
2answers
303 views

Cross filter and custom report link

In custom report link, I can substitute the values in the filter using pv0, pv1 & so on.... but what if my filter rules include cross filer ? Will I still be able to use pv0, pv1 etc. E.g. ...
1
vote
2answers
473 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 ...
1
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0answers
151 views

How to work with FilterActivity via SOAP API

I have some issues when I try to create a FilterActivity via API. In the Marketing Cloud I usually define a DataFilter, then from Interactions I create a Filter having that DataFilter as ...
1
vote
2answers
691 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 ...
1
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0answers
398 views

Creating Lookup Filter - Insert Field not showing field

I am trying to create a lookup filter from a custom object (FormProduct) to Product on the FormProduct object lookup field and set the criteria on a field on the FormProduct (ProductType__c) but this ...
1
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0answers
65 views

Filter Count on each SOQL Data Category Passed to Query

I have the following query that returns the total count: SELECT Count() FROM X__kav WHERE PublishStatus = 'Online' AND Language = 'en_US' WITH DATA CATEGORY Foo_c AT (Bar_c, Baz__c) How would I ...
1
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0answers
184 views

Dashboard filter for data sources with different objects

I have a large dashboard with info on Cases. This dashboard can be filtered by the Case Record Type field and this is good. Also, I have a custom object with some additional data which is explicitly ...
1
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0answers
64 views

Filtering dashboard by non-predefined date range

Is it possible in Salesforce to select non-predefined date range as a filter on a dashboard? The limitations I found are: Max 10 values available for one filter Max 3 filters Only predefined values ...
1
vote
1answer
322 views

What is the best way to build filtering functionality similar to Report filters in Salesforce using just visualforce

This is more of an architectural question. I am trying to build a filter function similar to what Salesforce has whereby I click an Add filter button and this displays a drop down. Based on the choice ...
0
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0answers
7 views

Connecting Contacts when Email Addresses Match but Subscriber Keys do not in Multi-Org

Trying to get ahead of the curve at my Company and we are in the process of connecting multiple CRMs to our Marketing Cloud. So my question is how do we connect contacts that we know are the same ...
0
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0answers
12 views

Filtering users out in a journey via values housed in separate DE

GOAL: Create a API event journey that filters users out based off of values passed in the API call when compared against matching values in matching fields in a separate data extension. I have a ...
0
votes
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-...
0
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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 ...
0
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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 ...
0
votes
1answer
14 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 ...
0
votes
1answer
544 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 ...
0
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0answers
11 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 ...
0
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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 ...
0
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0answers
54 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. ...
0
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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 ...
0
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0answers
51 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 ...
0
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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<...
0
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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 ...
0
votes
0answers
392 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 ...
0
votes
1answer
32 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. ...
0
votes
1answer
431 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 ...
0
votes
1answer
52 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 ...
0
votes
1answer
113 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 ...
0
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0answers
22 views

Filter View Visibility

I have a filter view on salesforce custom object which i want to make visible for external user and not internal users profile. Selected the view for partner users, if works but still it is availbale ...
0
votes
1answer
50 views

How to add custom filter in salesforce views

I have created a custom object in my org and showing a custom list view for that object. Salesforce provides filter option but it contains 2-3 steps, so I want to add a drop-down to filter the results ...
0
votes
1answer
357 views

Using Measures for Suppression of Subscribers

Weirdly I have not used Measures much. We have a requirement to not send an Email if the Subscriber has been sent that email in the past 2 days. Previously I have used the SendLog and we queried ...
0
votes
1answer
36 views

Display filtered list in page layout

I'm trying to display a list of records related to the record being viewed on its page layout. I could see doing this either by embedding a filtered list report or by creating a custom related list ...
0
votes
1answer
93 views

Can i automate the process of filters?

I have a data extension in which I have 2 columns: Email CategoryType The CategoryType column gets data like this: Category A, Category B, Category C So for email test@test.com, I can get this - ...
0
votes
1answer
684 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 ...
0
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0answers
134 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?