Use Step 3 to filter the data that is shown in your Grid and to order your Grid results. You can apply filter and ordering conditions to each object that you selected fields for in Step 2.
Filtering: Admin-Defined Filters
Multiple filters can be saved in Step 3. Each filter that is saved will be available for selection by all users.
Saved Filters picklist on step 3 of the Grid Wizard displaying the default and saved filters. Each grid has a default filter that is created automatically. The default filter can be updated and cloned, but not deleted. The default filter will appear as “Default filter” in the My Filter picklist on the grid. Any other filters saved on Step 3 will appear with the “(Admin)” prefix in the My Filter picklist. Note, the filters saved on Step 3 will still show in the My Filter picklist on the grid even if User-Defined Filtering is not enabled for the grid.
To create additional filters, you can create new or clone:
- To create new, select “Create New Filter” from the “Saved filters” list. Make any changes and click “Save” to save your new filter. Note, filters cannot be named “Default” or “Default filter”.
- To clone, click the “Clone” button to clone the currently selected filter. The filter widget will reload and the name of the filter will be defaulted to “Copy of + [filter name]”.
To edit a filter, select the filter from the “Saved filter” drop down, make any changes and save. To delete a filter, select the filter from the filter dropdown then click the “Delete” button. Note, the default filter cannot be deleted.
Note: All the admin-defined saved filters of a grid are deleted when certain grid configuration changes are made, including:
- Changing the grid’s parent object on page 1 of the Grid Wizard.
- Removing child objects on page 2 of the Grid Wizard.
Specify whether the Grid will display all records or only the records the current user owns.
For SAP objects:
For SALESFORCE objects :
The Grid will display all records, records the current user owns or records where the user is the record Owner’s Manager.
Note: Filtering on the Owner. Manager field can also be applied in the Filter by Field section.
Filter by All records, User’s records, or Manager’s Records. When User’s records is selected, the grid will display records where the current user is the record owner. If Manager’s records is selected, the grid will display records where the current user is the Owner’s Manager. The Manager is specified in Setup under the User detail.
Grids can now be grouped by fields to easily visualize which records have certain values. Groupings are configured on page 3 of the Grid Wizard. Aggregations can also be configured to display within groupings. For example, you can group an Opportunity grid by Account Name and Stage, and show the sum of the Opportunity Amount for each group. Read more about configuring group by fields and aggregations, and groupings on the grid.
If you apply grouping to a grid, you will have the ability to expand and collapse groups by sections on the grid. This can also be configured on page 1 of the Grid Wizard.
In orgs that have multi-currency enabled, if a grid has group by enabled, and has aggregated currency fields, and all records on the visible page have the same currency, then aggregate values will be shown in the currency of the records on the page, rather than the org’s corporate currency
Cross-object filters for Salesforce Connection can be configured on page 3 of the Grid Wizard. Filter your parent object by the related objects in your grid. For example, on an Opportunity grid, create a filter to show opportunity records that have or do not have related products.
Filter by Field
Select up to 10 Filter by Field conditions. Enter a value in the input text box to indicate the filter condition. A blank value in the input text box denotes that the condition will evaluate for a null value.
Below is a list of all available operators and a description of the conditions they check for. Some operators are not available for all field data types.
|equals||Field value exactly matches criteria.|
|not equal to||Field value does not match criteria.|
|starts with||Field value starts with the characters entered in the criteria field.|
|contains||Field value contains any of the characters specified in any of the comma-separated values provided in the criteria field. Multiple comma-separated values are supported for SAP and Salesforce text, and ID field types.|
|does not contain||Field value does not contain any of the characters specified in the criteria field.|
|less than||Field value is less than the value of the criteria field.|
|greater than||Field value is greater than the value of the criteria field.|
|less or equal||Field value is less than or equal to the value of the criteria field.|
|greater or equal||Field value is greater than or equal to the value of the criteria field.|
|includes||Field value equals any of the comma-separated values specified in the criteria field. Multiple comma-separated values are supported for SAP and Salesforce numeric, text, and ID field types.|
|excludes||Field value excludes the value specified in the criteria field.|
For all text-based data types, the operators are not case sensitive. By default, filter conditions will be evaluated together with a boolean “AND” operator. For example, if three filter conditions are specified they will be evaluated as (1 AND 2 AND 3). See the Advanced Filter Conditions section below to specify other boolean conditions. Fields that are picklists, record types, or booleans will have their values accessible by clicking an arrow in the filter value input. You can also begin typing in the input to see matching values. GridBuddy Connect supports the following relative date filters that apply to both Date and Date Time fields.
Advanced Filter Conditions
Write conditions using “AND”, “OR” and “NOT”. If you specify an Advanced Filter Condition for an object, you must include numbers for all the Filter by Field conditions you added.
Use the following tips when entering filter logic:
- Use the line numbers at the beginning of each filter by field line to represent it in the advanced filter Boolean expression, and separate each line number with AND, OR, or NOT to specify the conditions a record must meet to be included. Use
the AND operator to find records that match both values, use the OR operator to find records that match either value, and use the NOT operator to find records that exclude values. Use filter logic to specify the relationship between each
filter line. Avoid conditions like “1 AND OR 2” or “(1 2 3).”
- When you add advanced filter logic, include each filter by field condition in the Boolean expression to avoid an error.
- Make sure all parentheses are closed.
- Enclose conditions that have priority in parentheses. For example, “(1 AND 2) OR 3” finds records that meet either both the first two filters or the third. While “1 AND (2 OR 3)” finds records that meet the first filter as well as either the
second or third.
- If you specify filter logic, then add another filter by field condition, you must include that condition in your advanced filter logic. Likewise if you remove a filter by field condition, remove the corresponding number from the filter logic
to avoid an input error.
- Begin a condition with the term NOT but do not end one with NOT. For example, “(NOT 1) AND (2 OR 3 OR 4)” finds records that meet any of the last three filters and excludes records that meet the first filter in Salesforce.
- Please note the condition will be different if using SAP Hybris C4C. For example, “NOT (1) AND (2 OR 3 OR 4)” finds records that meet any of the last three filters and excludes records that meet the first filter.
Here are some examples to help guide you when entering filter logic:
|(1 AND 2) OR 3||Finds records that match both the first two filter lines or the third. Use the following filter conditions:
This filter can help you find banking accounts owned by Joe or any account with a revenue greater than $10 million.
|1 AND (2 OR 3)||Finds records that match both the first filter line and either of the last two.Using the same filters in the example above, this grid finds all accounts Joe owns that are either in the banking industry or have a revenue greater than $10 million. You can also repeat a filter line in your expression. For example, the expression in this example yields the same results as (1 AND 2) OR (1 AND 3).|
|(1 AND 2) OR (3 AND 4)||Finds records that match both the first two filter lines or the second two filter lines. This could be useful when compiling a list of key deals that are closing soon. Use this expression with the filters below to find all the opportunities over $1 million that are closing in the next 60 days as well as opportunities over $5 million that are closing in the next 120 days. In this example, your filters would look like this:
|(1 AND (2 OR 3)) OR 4||Finds records that match the last filter line as well as those that match the first and either the second or third filter line.For example, using the filter conditions in the first example above, if the last filter line is “Account Owner contains Susan”, then this grid finds all accounts Joe owns that are either in the banking industry or have a revenue greater than $10 million, or all the accounts that Susan owns.|
Sort by Field
Select a field that the Grid object will be sorted by and whether it will be sorted in ascending or descending order.
To sort by multiple fields, click the Add link at the bottom of this section, and select additional fields and their sort orders. You can specify up to 5 sort conditions. Each sort condition is applied in the numbered order you specify. For example, sort order condition 1 will be applied to your results before sort order condition 2, and so on.
Note, if a user sorts by clicking on a gear icon on a column heading, it will override any sort conditions applied here.
Set Max Record Limit
Set the maximum number of total records that will display for that object on the Grid. Note, this may be different from the number of records shown per page. See the Pagination section under Using Grids for more detail.