If the “Enable user-defined filtering” option is selected on page 1 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 the Step 3: Define Grid Filters section for how to specify the various options that appear in this widget. Filter sections are not shown for objects the current logged in user does not have access to. The parent filter section is also not shown if the grid is filtered by the “Id” URL parameter. For more information, see the Grid URL Parameters section.
Filter conditions that have been locked by the administrator cannot be modified. If there are any locked filter conditions, they will be disabled and there will be gray text to the right of that filter stating that the field is locked. The Locked conditions input in the Advanced Filters section will also be disabled and cannot be modified. You can add new, update, and delete any unlocked filter conditions.
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 “Create New…” in the filter picklist at the top. 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.
- Adding or removing child objects on page 2 of the Grid Wizard.
- Enabling or disabling flat view for a child object 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.