Questions tagged [filters]

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2
votes
3answers
9k views

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....
1
vote
1answer
1k 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. ...
4
votes
1answer
106 views

Why Salesforce REST API List View Describe Method returns extra values in columns list?

When I try to execute this request GET /vXX.X/sobjects/{sobjectType}/listviews/{queryLocator}/describe which is described in documentation https://developer.salesforce.com/docs/atlas.en-us.api_rest....
0
votes
1answer
322 views

Relationships for data extensions in Journey Builder and Filtering

1.) Relationships for data extensions that are configured in the contact framework within the contact builder are only applicable for consumption within the journey builder. 2.) If you intend to ...
0
votes
1answer
80 views

Send an email every week on the new subscribers

I would like to send an email every week to the new subscribers to my newsletter. I want to use an automation and I am a bit lost between "data filter", "data filtered extension" and "filter". What ...
0
votes
1answer
121 views

Query/Filter based off dynamic content sent in 1 send

I have a welcome email, which dynamically (through AMPScript) shows one content to users who have already subscribed, and a different content to new users. Now I want to add a drip two of my ...
0
votes
1answer
188 views

Multi join filters

I would like to run a filter that involves data from more than one data extension. Eg. I have three Data Extensions A, B, C and I would like to filter A by an attribute of C but A and C have not ...
0
votes
0answers
46 views

Workflow Rule - CreatedDate Filter for Implementation

I'm in the process of implementing a SFDC release for our client. I've created a workflow rule that creates start and stop times when certain changes are made to a record. The tasks occur in a ...
0
votes
1answer
175 views

dependent lookup doesn't work when the dependent inputField not displayed on layout

For Case object there are two input fields Account and Contact. I want the Contact inputField lookup to show only contact that belongs to Account inputField value chosen for this Case Referring ...
1
vote
2answers
277 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. ...
0
votes
2answers
72 views

Help with report - optimize report filter logic

Need to amend a report from my predecessor that will show all the tasks which are created by a user but not assigned to them (and vice versa) e.g. Created by MR A and Assigned to MR B - NEVER Created ...
0
votes
1answer
48 views

Filter in Visualforce Table not functioning

I tried to integrate a filter in the column "Status" of my Visualforce table. However, I can see the header now, but the table does not return any results for the body. I think it has to do with the ...
1
vote
2answers
2k views

Filter on Visualforce Table

I would like to filter the column "Status" of my table by selecting a value in a pick list which is integrated in the column header: Markup <table class="list" border="0" cellpadding="0" ...
1
vote
1answer
642 views

API SOAP: Method retrieve, combine 3 or more filter conditions

I am trying to apply 3 filter conditions to a soap call to get DataFolder info. Single conditions are (as SimpleFilterPart elements): <Filter xsi:type="SimpleFilterPart"> <Property>...
0
votes
1answer
1k views

Question on Measures and Data Filters in Marketing Cloud

I have an email which is sent as triggered send in Journey Builder. A few days into this being active, I noticed that one of the links was wrong (too many http:// notations) and so I changed the ...
0
votes
1answer
129 views

Salesforce Reporting - Show Record if Related Records are All True

I am trying to do reports on Contact and Account. I'm trying to create a filter to show an Account if all the related contacts has a field named "Important" set to false. Right now, I just have ...
0
votes
1answer
129 views

Issue in Filtering Analytic ReportChart in VF page

I am trying to filter my report chart embedded in a VFpage based on AccountID. My VF code is as below <apex:page standardController="Account" sidebar="False" showHeader="False" > <...
11
votes
2answers
3k 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 ...
2
votes
0answers
223 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 ...
0
votes
0answers
41 views

Custom Tab / Visualforce / App To Filter Multiple Fields / Columns?

I desire to have a flat single table/object of data, where we will filter, field by field, until we end up with one record. Think: Inventory (see the screenshots from Excel). In Excel: I'm talking ...
1
vote
1answer
539 views

Napili Community: Filter Groups List Based on Custom Criteria?

Problem: Our Napili (Customer Service) community site utilizes custom components and Salesforce's out-of-the-box "Page Variations" functionality to render different page variations and different ...
1
vote
2answers
409 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
vote
1answer
68 views

How to create a report of zip code of 6 digits?

I have a requirement to create a report that will filter and display all Address from Account that have a zip code of 6 digits. Can someone help me to achieve this?
1
vote
1answer
745 views

Duplicate a Filtered Data Extension

We a Filtered Data Extension, the original thought was to create additional Data Extensions from this Filtered Data Extension (basically functioning like a template) so the filter criteria didn't have ...
2
votes
1answer
658 views

Journey Builder Wait Period Dates

I can't seem to find any documentation on whether wait periods of days are based on calendar date or full 24 hour periods of time. If I have a scenario where after entry I have a wait period of 2 days ...
0
votes
1answer
110 views

visualforce data table displays previous values while using filter?

I am using Visualforce data table to display account records.I am also using alphabetical filter to display account records based on the alphabet selected .while doing so if I press "A" it results in ...
1
vote
1answer
56 views

Initial term of field expression must be a concrete SObject

I want to replace a workflow field update with an APEX method to update the fields. The reason being is that I want to be able to add months to a date field and with formulas it only allows days to be ...
3
votes
2answers
704 views

Advanced APEX: Dynamic Filters to apply within a loop

I'm not sure if this is possible but I'm hoping an APEX ninja can help me with something I want to attempt. I have a class called Process and at different entry points I intend to make a List<...
0
votes
1answer
261 views

Conditional SOQL queries in RForcecom

I am trying to construct a SOQL query to filter records in salesforce by product category, year and reporting period, using the R package RForcecom (read more about RForcecom here). At the moment, ...
0
votes
1answer
4k views

Individual Column Filtering - Show 'All' in drop down and add a label to the filter dropdown

I'm using the following code to add filtering on one column in my datatable: "initComplete": function () { this.api().column(4).every( function () { var column = ...
0
votes
1answer
53 views

Scheduling Data Filter, then Schedule Email to Send Using it's Data Extension

I have 4 data filters that my previous supervisor created. We have been manually running all 3 filters daily, then sending the data extension after. I am looking to schedule the data filter to run/...
5
votes
1answer
451 views

SOQL query in managed package doesn't filter objects

I have a SOQL query in my Apex code similar to this: List<My_Packaged_Object__c> myMethod(Set<Id> targetIds) { return [ SELECT id, name, lookup_field_a__c, lookup_field_b__c, ...
0
votes
1answer
450 views

SSJS row retrieve keeps pulling 0 length

I am building a SSJS data extension row retrieve filter to pull out the values a person scored on a survey for certain areas. This is all taking place on a landing page in the SFMC microsites feature (...
0
votes
2answers
698 views

How to create a random data extension that can refresh?

I have a DE that holds all of the subscribers to our email newsletter. What I need is a filter that will randomly take one subscriber from the DE and move it to a different DE. Most importantly, I ...
0
votes
1answer
762 views

SFMC Filter Activity - Date + -

When creating a filter in the Marketing Cloud, say when filtering a Data Extension, you can base any of the statements in the filter off of a date field. The question I have relates to when using the ...
1
vote
1answer
634 views

Simple Automation studio question

Hi can anyone assist with some basic automation studio questions? I am new to Marketing Cloud but simply want to trigger an automated email send to those who do not open an email in 7 days time. i ...
0
votes
1answer
75 views

how to write formula filter and how use it in SOQL

Iam newbie to salesforce. Iam trying to write formula field for below filter: Filtered By: not (1 or (2 AND 3 AND 4)) 1. Price greater than "25,000" 2. SF greater than 20 3. PF Number not equal to 1 ...
0
votes
1answer
36 views

Case Auto Creation to disable from Noreply@saleforce [closed]

I've created a workflow with field on Case Object. Case:WebEmail not equal to noreply@salesforce.com but yet I'm still receiving cases created although the filter is set to eliminate the cases ...
4
votes
1answer
9k 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 ...
1
vote
0answers
143 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
1answer
990 views

Newly created field not appearing on object filter criteria

I've created a new field in the Order object, it's a text field that is filled with a Name from another custom object. I want to use the text field in the filter but it doesn't appear in the list of ...
1
vote
2answers
586 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 ...
2
votes
4answers
990 views

How do I delete data from a large-volume custom object in Sandbox

We have a Sandbox environment with storage limit 2 GB, while alone Order_item__c storage amount is 1.8 GB. We are trying to delete the record using the filter Year<=2013 from ...
-1
votes
1answer
456 views

Trailhead - “Using the Report Builder” challenge. “Stage” field not available in reporting?

I'm doing trailhead "Using the Report Builder" module and I'm stuck on the challenge since I cannot add Stage as a Filter and I don't know wth is going on. Anyone went trough this?. Thanks!, Nahuel
1
vote
1answer
231 views

Remote Object Query Filter Criteria for Cross-Object Formula

So I am working to create a VF page that pulls a list of records from a custom object (Individual_Account__c) and I am also trying to filter this list of records based on a cross-object formula field (...
2
votes
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 ...
0
votes
2answers
261 views

How Do I Create an EmailSendDefinition That Uses a Filter?

I'm trying to create an EmailSendDefinition which makes use of a filter, but am getting the following exception: Exception occurred during [CreateEmailSendDefinition] ErrorID = 1719440099. I based my ...
0
votes
1answer
277 views

Java Fuel-SDK searching Data Extension for Email

We are using the Java Fuel-SDK 1.0.3 to select a row with a specific email address from a Data Extension. The existing documentation either says ‘Coming soon!’ or points to the Javadoc. While the ...
3
votes
1answer
3k views

How to create a Wave dashboard list filter?

I want to use a Wave dashboard in a page layout, and I want to pass a parameter to the dashboard, to use as a filter. The documentation states "To filter by a dimension, be sure to create a list ...
0
votes
1answer
522 views

Date Filter with AMPScript

I am trying to pull out Tracking Event data, using the "TrackingEvent" Object Type. I need to find tracking event data for a subscriber within the last 30 days. How do I create a simplefilterpart ...