Questions tagged [filters]
The filters tag has no usage guidance.
297
questions
2
votes
1
answer
806
views
Creating relationships between custom objects with data from dataloader
I've been going through this for nearly a week and can't figure it out - any ideas are appreciated.
I'm trying to create a relationship between two custom objects that will eventually be populated ...
- 27
1
vote
0
answers
49
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 ...
- 57
0
votes
1
answer
98
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 - ...
- 563
0
votes
1
answer
657
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 ...
- 1,480
1
vote
2
answers
29k
views
Filter NULL values in reports?
How can I filter out NULL values from within the reports editor for a text field?
- 13
0
votes
1
answer
162
views
How to find out the number of subscribers who match criteria?
I have Marketing Cloud synchronized with Sales Cloud for sending email communications, therefore I have all data in sync Data Extensions.
When creating an audience for an Email Send, I would like to ...
3
votes
1
answer
151
views
How to create List View for Service Contract with only My Records?
I want to create a custom list view for showing only my created records. As in Account or any other sobject there is an option of "Filter By Owner:" under "Step 2. Specify Filter Criteria" section but ...
- 170
0
votes
2
answers
2k
views
Global Search Filter Error: Picklist value does not exist
I have set up a global search filter on a custom object that includes the Record Type field. This allows our users to filter down results by Record Type. However, when choosing one of the Record ...
- 325
0
votes
1
answer
3k
views
Create a Complex Filter Definition via SSJS
I am looking to do a 'Create Filter Definition' (to initially create these filters) and then an iterative 'Update Filter Definition' to mostly automate our constantly changing campaign requirements - ...
- 29.9k
0
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1
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952
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 ...
- 1
0
votes
2
answers
2k
views
Filtering two Data Extensions against each other
I'm trying to create a filtered Data Extension where the source Data Extension filters out records using corresponding records in another Data Extension.
Does anyone have any idea on how to do this? ...
- 5
0
votes
1
answer
65
views
Is it possible to have degrees of separation with data relationships? [closed]
I have three data extensions: Member Info, Policy Info, and Event.
Member and Policy DE's are related on a field called Account ID. The Policy and Event DE's are related on a field called Policy ...
- 17
0
votes
3
answers
430
views
Filtering a Query
Is it better to create a query with filtering within the query to populate a data extension - or - do you create a query and then create a filtered extension based on your parameters?
My use case is ...
- 1,397
4
votes
1
answer
2k
views
How to use Contact Builder Data Model and Data Filters for Email Sends?
Thanks in advance for any advice!
Imagine we have an All Subscribers list and a few data extensions with the following attributes:
All Subscribers => Subscrber Key, Email Address, First Name, Last ...
- 43
0
votes
1
answer
121
views
Timing out or taking forever? RE: Journey Audience Filter
I have a Data Extension called [Users] that is 3.4MM records.
I am applying filters from linked data extensions. The result should be about 4,300 records (as pulled from a query).
When I test ...
- 1,397
1
vote
1
answer
258
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?
- 111
0
votes
1
answer
125
views
Combine FTP and Sales Cloud data through Data Filter?
This Marketing Cloud setup is integrated with Sales Cloud via Connect and FTP import activity.
So there are Contacts in separate DE's that are from FTP and there is data from SF via Synchronised Data ...
- 5,600
0
votes
2
answers
113
views
How to use user custom field value in custom object field in filter in Reports?
I am Trying to create a report on Object__c, I have custom field(projectName__c) value on the current user. So while creating the reports, I am planning to filter like below:.
Object__c....
- 162
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0
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39
views
How to filter views with referring user?
I am trying to create list Views.
I have 3 objects User, Object2 and Object3.
Object2 having lookup with user & object3 having lookup with Object2.
I save the object2 record with the user.
...
- 162
2
votes
3
answers
23k
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....
- 13.5k
2
votes
1
answer
4k
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.
...
- 4,693
4
votes
1
answer
169
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....
- 14.9k
0
votes
1
answer
360
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 ...
- 111
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1
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167
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 ...
- 1
0
votes
1
answer
162
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 ...
- 11
0
votes
1
answer
289
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
0
answers
111
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 ...
- 115
0
votes
1
answer
320
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 ...
- 105
1
vote
2
answers
454
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.
...
- 43
0
votes
2
answers
93
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 ...
- 335
0
votes
1
answer
71
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
2
answers
3k
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" ...
2
votes
1
answer
2k
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
1
answer
2k
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 ...
- 822
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votes
1
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831
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 ...
- 657
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votes
1
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270
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
4
answers
7k
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 ...
- 397
2
votes
0
answers
292
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 ...
- 71
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votes
0
answers
49
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 ...
- 4,644
1
vote
1
answer
644
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 ...
- 3,452
1
vote
2
answers
632
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 ...
- 1,798
1
vote
1
answer
393
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?
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1
vote
1
answer
1k
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 ...
- 1,798
2
votes
1
answer
1k
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 ...
- 430
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1
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176
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 ...
- 1,456
1
vote
1
answer
64
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 ...
- 3,415
4
votes
2
answers
2k
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<...
- 4,490
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votes
1
answer
305
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
1
answer
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 = ...
- 99
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votes
1
answer
74
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/...
- 1