Questions tagged [filters]

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3
votes
2answers
493 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
2
votes
3answers
1k views

Adding filters to my page

I am creating a visual force page which display Opportunities: <apex:page standardController="Opportunity" recordSetVar="opportunities" tabstyle="opportunity" sidebar="false"> <apex:...
1
vote
2answers
1k views

Creating a field for Account Team Members

Does anyone know of a way where I can get all of the account team members into a custom field on the account page. So if John Doe and Jane Doe were on Account ABC, is there a way I can get those names ...
3
votes
1answer
502 views

Filter for partner user

I have a lookup on Account, this is a lookup to a Account which related to Contacts who are Community Users. I want to create a filter for Account lookup so that it only show the related to Contacts ...
1
vote
1answer
240 views

Multi-Record list button run from a list view filtered by Topic causes NoAccessException

I have added a multi-record list button to the Contact object that forwards the selected records to a custom VisualForce page that is defined below. <apex:page standardController="Contact" ...
3
votes
4answers
3k views

How to have 2 tabs for the same object, with different default filtering?

At our company, we want to create 2 tabs for the same object and call them differently. The object in question we want to use is the Opportunity object. By default, we want one of the tab to only ...
1
vote
1answer
216 views

“All subscribers” is always selected when using filter in a SendDefinitionList

I'm trying to create a email send definition object (user initiated) using a filter, but when I select Interections->User-Initiated Email on the Recipients Targeted Data Filters, it shows "...
0
votes
0answers
99 views

In a report how do I add a filter of type String having comma seprated values e.g. 'Cats,Dogs'?

Salesforce considers 'Cats,Dogs' as 'Cats' or 'Dogs'. This link suggest putting the string value inside double-quotes, which I've already tried without any success.
2
votes
0answers
175 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 ...
2
votes
2answers
470 views

SimpleFilterPart: today's date minus 180 Days

I have to create DataFilters using SOAP API, therefore I have to define FilterPart using Java code. I can create this properly using UI and define filter as: profile attributes match "Last Purchase ...
6
votes
1answer
834 views

Default Asset lookup field in Cases doesn't display every Assets

One of our user noticed that the default Asset lookup field in the Case isn't displaying every Asset tied to an Account in our organization. I verified that there were no lookup filter preventing ...
5
votes
2answers
4k views

Is there a way to filter rows in an Apex:DataTable?

I've been playing around with an Apex:DataTable in the past few days and would ideally like to find a way to filter out rows from the table: Without using a controller and SOQL query to feed in a ...
0
votes
1answer
571 views

Filtered Lookup fields. Are they supposed to work an not yet saved records?

Althoug I defined a filtered lookup the selection window is not showing anything (no Release records to choose from). I have the following structure: I want to defined a filtered lookup field "Bug ...
1
vote
2answers
2k views

“Current User” Reference In View Logic

Is there a way I'm just missing in my searches that allows you to compare (example) "Owner ID" versus something like "Current User ID" in a View (where you do NOT have formula access)? Effectively: ...
4
votes
1answer
593 views

How we can find that particular object has “Notes and Attachments” related list in it

I need to find that if selected sObject has included "Notes and Attachment". Is it possible through sObject Describe? I need to filter all sObject in organisation by availability of "Notes and ...
1
vote
1answer
188 views

Cannot see search by letter UI

I have one User that can see this UI on the products list view which allows to filter by letter and other users cannot. Where do I configure this for all users?
4
votes
2answers
3k views

Visual Force lookup Filter

I have a custom visual force page that let you create a new custom object. In this page there i have a custom lookup to choose the contact. Do you know if it's possible add a Filter condition to the ...
1
vote
1answer
2k views

Filter visualforce page

I have a HTML table in a visualforce page with a custom controller that is fetch with data from the Lead object. I would like to filter the data using two filters The second filter values are ...
6
votes
1answer
967 views

Is Lookup Auto-Completion really restricted to recent items?

We are using the Salesforce search setting "Lookup Auto-Completion" which provides auto-completed options as-you-type in lookup filters on your visual force pages. The suggested results that pop-up ...
5
votes
1answer
1k views

How can i use Now as a time filter in reports?

How can i use Now as a time filter in reports? I need to look at records whose scheduled time < Now. How can i build this?
3
votes
1answer
621 views

View a Dashboard by Different Years

I have created a Sales Dashboard that shows information on Fiscal Year. However, I need the same Dashboard to display data for previous years as well. I tried to use a filter on the Dashboard, but ...
2
votes
2answers
2k views

Is it possible to create a filter using LastModifiedDate < LAST 30 MIN ??

I have a custom object which is updated very often. I need to create a lookup filter to avoid records where updated before 30 min ago. I was trying something like:
1
vote
2answers
3k views

SOQL Filter By First Letter

I have recently inherited a Visualforce page that lists all Accounts in a dropdown. As the company has grown, so has the list of accounts. Now that the account list has more than 1,000 entries and ...
1
vote
1answer
683 views

Filter on Child Records (in a M-D Relationship)

Scenario: Two custom Objects having a MD relationship as Opportunity Mgmt (Master) - Deal (Detail). I have a Standard User Lookup Field "Solution Lead" in Deal Object. The OWD for Opportunity Mgmt is "...
1
vote
2answers
9k views

Primary Contact for Account

Is there any OOTB way of having a Primary Contact for an Account? One idea is to create a custom lookup field for Primary Contact on Account object. However, it will need validation such as the ...
2
votes
1answer
2k views

Is the “filtered lookup fields per objects” limit a hard one?

In our software we have a somewhat generic object which is extended by douzens of record types (we tried to somewhat simulate object oriented class extension/inheritance). We now reached the "You ...
3
votes
1answer
670 views

Can i filter records in a report with a criteria similar to limit n on SOQL?

I have a report pulling out multiple child records, grouped by parent, where i want just the first child record based on created date/time. In SOQL i would use "order by CreatedDate and limit 1". ...
3
votes
1answer
207 views

custom lookup filter using GeoLocation

Does anyone have any experience of creating a "roll your own" look-up filter? Essentially i'd like to be able to use the new geoLocation functions to restrict the options available to the user e.g. ...
1
vote
1answer
2k views

Record count in Dashboards

I have a Dashboard with two components. Each component has its own source report. These two components already has record count field based on certain filter criteria(given in the source report). My ...