When “Users can define their own filter conditions” option is selected on page 1, Configuration, of the Grid Wizard, this enables several filter options for grid users: the Filter Widget, Field Actions, and Quick Filters. Each of these filter options is described below.
If the “Users can define their own filter conditions” option is selected on page 1, Configuration, of the Grid Wizard, the “Filter” button will appear on the grid. Click the “Filter” button to open the filter widget which will enable a user to specify alternative filter conditions for this grid. These filter conditions will only be applied for the user that specifies them, i.e., other users’ grids will not be affected by conditions specified in this widget.
Please follow the instructions in Grid Management for defining grid filters to specify the various options that appear in this widget.
Save your changes by clicking the “Save” button on the filter widget. The filter definition will save, and the grid will automatically reload with the new definition. This definition will be persisted and applied for the current user until the user modifies it again.
To create additional filters, you can create new or clone:
- To create new, open the filter widget and select “New”. The widget will be loaded with the default filter definition that was defined in page 3 of the Grid Wizard. 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 filter drop down, make any changes and save.
To delete a filter, open the filter widget and select the filter from the filter picklist. Then click the “Delete” button. If all filters have been deleted, the grid will be loaded with the default filter definition that was
configured on page 3 of the Grid Wizard.
Note: All the 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.
Saved filters can be accessed at the right side of the grid under the My Filter picklist. Use this picklist to switch between filters on the grid:
Selecting the (Default filter) option will load the default filter definition that was defined in page 3 of the Grid Wizard. Any option prefixed with “(Admin)” indicates a filter that was also defined in page 3 of the Grid Wizard.
Use the field actions widget to freeze columns, filter, mass update, and sort grid data. Open the field actions widget by clicking the gear icon () in a field’s column header. When a grid first loads, the gear icons are opaque and inactive until the field actions widget has been initialized, after which they will become more prominent and active.
User-defined filtering must be enabled on page 1 of the Grid Wizard for the filter section to appear in the field actions widget. Use the filter section to create, edit or remove field filters. When the widget is first opened, the operator will default to “equals” or “contains” depending of the field’s data type. Fields that have an existing filter will show the gear icon in green.
Fields that are picklists, record types, or booleans will have their values accessible by clicking the drop box. Specify a filter value then click Apply. Clicking Apply will save the filter immediately and the grid will be refreshed with the new filter applied. Clicking the Clear button will remove the filter.
Changes made using Fast Filters will overwrite any unsaved changes in the full User-Defined Filter widget. If a FastFilter is saved when the (Default filter) option is selected, the filter will be saved with the name “My + [gridname]”. If a filter named “My + [grid name]” already exists, it will be overwritten by the new Fast Filter. Similarly, if a FastFilter is saved when any option prefixed with “(Admin)” is selected, the filter will be saved with the name “My + [admin filter name]”. If a filter with this name already exists, it will be overwritten by the new Fast Filter.
Click the links in the sort section of the field actions widget to sort your grid data. The sort section will not appear in the widget if a field is not sortable (e.g. Text areas and Multi Picklist are not sortable). Note, the sort condition applied here will be removed if a user specifies a filter condition using the Filter button. When the field is sorted – a arrow, situated between the field name and gear icon will show the short direction and the sort direction in the widget will be highlighted.
Use quick filter buttons to easily filter grid data. Quick filters can be configured on page 2 of the Grid Wizard. Please see the Grid Management Field Properties article for configuration details. When a grid first loads, quick filters buttons are opaque and inactive until the quick filter button has been initialized, after which they will become more prominent and active.
The browse section will display picklist values, checkbox values, date literals, etc. for easy selection. For supported data types, browse will display as the default except where there is an existing filter that does not match our browse operator and/or the browse options. The default operator for browse filters cannot be changed. Please see search section to specify a different operator.
For data types that support both browse and search, there will be buttons to switch from browse to search and vice versa. When applying selections from the browse section, any existing filter in the search section will be cleared and replaced. Please refer to the Grid Management Field Properties article for supported data types.
The search section allows the flexibility to filter with more complexity. Search allows for a filter criteria that does not match the browse options and allows the ability to select a specific filter operator. To select an operator, click the More Options link.
For data types that support both browse and search, there will be buttons to switch from search to browse and vice versa. When applying filter criteria in the search section, any existing selections in the browse section will be cleared and replaced.
When Data Card is enabled on page 2 of the Grid Wizard for an object, the grid initially only displays the primary fields for the object, and the Data Card fields are not visible. The fields in the Data Card are displayed when the user clicks the Data Card icon in a grid row.
Grid with Data Cards configured for Accounts and Opportunities. The Data Card is open for the first Account and Opportunity on the grid.