Questions tagged [filters]
The filters tag has no usage guidance.
296
questions
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382
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Create new view on object with long text area type in filter
Here i want to create a new view on object tab. Whenever i click on create new view link and go inside. After that in filter drop down i can't find one filed Demoview(Long Text Area).
Here i want to ...
- 445
2
votes
1
answer
1k
views
Standard Report Functionality - Is it possible to filter by formula
Looking at the standard report functionality, it seems not to be possible to filter by formulas defined in the report itself (I don't mean formula fields defined on the object).
Is this really not ...
- 34.1k
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492
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Standard Report Functionality - Are there Wildcard / Joker / Asterisk Characters?
Looking at https://success.salesforce.com/ideaView?id=08730000000YvuGAAS it seem, Salesforce has no * or % support at the standard reports.
Is that true?
Any workarounds without writing some APEX/...
- 34.1k
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467
views
Filter and Query in Apex code?
I have made a custom rest endpoint which filters leads based on a Lead View:
I want to use a Filter and a query, but it seems that when I apply the filter the query gets ignored, my current attempt is:...
- 293
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3
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1k
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Custom object list view filter criteria does not return results
This is a pretty basic question but I have a list view that I created on a custom object that should be returning results but is not. Object B has a lookup field to Object A,.
So lets say I have 2 ...
- 33
2
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1
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2k
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Filtering in Related List
We are looking for a Filtering option in the Related Lists. As We understand, there is NO Out of the Box or configuration mechanism in SFDC to filter the Related Lists. (Though we have Sorting Option ...
- 106
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201
views
How to get user's permission sets in Data Repeaters filters
I have custom field (multiselect picklist) on Question object, which we use to filter the displayed records in accordance with his permissoin sets. On visualforce pages it's implemented using SOQL ...
- 397
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3k
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SOAP API: Applying filter to a retrieve data from a data extension
I am trying to apply a filter to a soap call to get some data from a data extension below is the example soap body.
<soapenv:Body>
<par:RetrieveRequestMsg>
<par:RetrieveRequest&...
- 205
12
votes
1
answer
1k
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",
...
- 121
3
votes
2
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1k
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 ...
- 149
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26k
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Filter logic with multiple conditions and depths
I am creating a report which must be match the following:
Type = Minor Works AND
(Stage: 05 OR 06 AND Stage Age >= 5) OR (Stage: 07 AND Stage Age >= 10)
This is the filter I have created with ...
- 4,824
1
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2
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2k
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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
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1
answer
830
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 ...
- 3,773
1
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250
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" ...
- 601
2
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1
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232
views
How to use a List or Data Extension to filter another Data Extension?
I have a scenario where I need to filter out (or remove) records of a Data Extension that exist in other Data Extension. In SQL would perform a NOT EXISTS.
As I need to create an external process ...
- 73
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143
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.
- 272
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233
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 "...
- 73
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265
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 ...
3
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4
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4k
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 ...
- 4,390
3
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2
answers
650
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 ...
- 133
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8k
views
Advanced Filters on Related list
We'd like to be able to create filters on related lists (like creating custom views). For example, we would like people to have the ability to filter out contacts that we've marked as Inactive when ...
- 13.5k
5
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2
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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 ...
- 213
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680
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 ...
- 22.4k
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189
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?
- 4,957
8
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3
answers
3k
views
ENTERING_MANAGED_PKG logging level
I want to debug a test method, but the debug log is mostly taken up by "ENTERING_MANAGED_PKG" lines.
In the Setting Debug Log Filters page, it suggests that this line is only shown if "Apex Code" is ...
- 2,700
1
vote
1
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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 ...
- 485
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1
answer
1k
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 ...
- 6,726
4
votes
2
answers
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 ...
- 3,676
1
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2
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3k
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"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:
...
- 4,644
-3
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2
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3k
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Why doesn't lookup filter work on visualforce page?
I am trying to develop few look up fields on Visualforce page.
Requirements:
The first lookup field shows all partner Accounts.
The second lookup field is filtered to show only Contacts associated ...
6
votes
1
answer
2k
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?
- 799
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2
answers
8k
views
Can i compare two fields in report?
I need to compare if a certain date/time field is greater than/less than another date field. Can this be done in a report without calculating the same using formula/boolean fields?
- 799
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4k
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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:
- 6,911
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2
answers
4k
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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 ...
- 1,427
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2
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11k
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 ...
- 4,592
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635
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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 ...
- 36.6k
3
votes
1
answer
2k
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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 ...
- 36.6k
3
votes
1
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731
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 ...
- 5,471
1
vote
1
answer
929
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 "...
- 1,499
3
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684
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". ...
- 799
6
votes
1
answer
1k
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 ...
- 4,390
3
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1
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237
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. ...
- 1,502
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3
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2k
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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:...
- 4,173
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3k
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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 ...
- 1,909
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2
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4k
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How to Report a Salesforce Issue
While creating report in Salesforce, we can add the date filter to filter the records.
This is allowing from date as today and to date as past date. The Salesforce should throw validation error in ...
- 1,909
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2
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8k
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Increasing Dashboard Filter Option Limit
Is there a way to get around the Dashboard limit of 10 options per filter? Our use case is that we have around 60 users that we'd want to be able to see the Dashboard from their perspective, and the ...
- 5,806