Dynamic Filters

Dynamic Filters define a query with field variables, enabling more powerful controls.

• Use Dynamic Filters when complex associations are needed for Record Selection Criteria

How it Works

• In a Technology Asset record, display a list of Technicians certified to support or repair the equipment
• For an Inventory Application, add a field to a Part Record that finds only component parts (subcomponents of the Part)
• For a Product or Service Ordering Application, add a field to a Brand Record that limits the lookup to products that belong to the brand family
• In a Candy Manufacturing Application, add a field to a Recipe Record that identifies organic ingredients only

Guidelines for building Dynamic Filters

The format of a Dynamic Filter changes, depending on the type of field:

• Lookup
• Other (text, date, other alphanumeric field)

Standard Filter Expression syntax can be used:

• Owner equals BLANK - Record that has no owner
• Status contains 1|2|3|4 - Picklist field contains one of the specified values

A derived field name can also be specified in the Value field of the Record Selection Criteria builder

• To create a derived field name, include a dollar sign ($) before the internal field name (this identifies the value as a dynamic filter)
• If a Lookup field is chosen, use the format, $fieldname_name
• For all other fields, use $fieldname

Learn more: Field Names

Examples

• In a Lookup field of Object "Employee", to restrict the Employees available depending on the Location, set filter to {0} in the Location field. If the Location is any other field type, set filter to {1} in the Location field.
• An IT assets object is linked to the Service Techs object, which includes staff members who are responsible for support

• Service Techs have an Area of Responsibility that matches one of the available IT asset Types: "Laptop", "Desktop", or "Server"
• The Service Tech object is defined as follows:

• In the IT asset object, the Lookup field to the Service Tech object includes Record Selection Criteria that limits the lookup to Service Techs with Areas of Expertise that match the Asset Type:

• When assigning the asset to a user, a Service Tech is selected, and the list of Service Techs displayed in the Lookup Window shows only the techs with expertise in the required area of technology