Filtering Action View Results

You can filter the results of an action view to display a particular subset of the data that has been retrieved. For example, you might want to see only transactions for particular accounts or documents where the total value is over a certain amount. Note that applying a filter does not re-run the action view; it filters the data that has already been retrieved.

To apply a filter:

1. Click the icon in the toolbar above the results grid to display the Filter panel. By default the filter expression starts with an AND container (shaded pale blue). The words 'Drop zone' indicate where you should drop other containers and fields to start creating the expression. If you want to create an OR expression, start by dragging the OR container inside the drop zone.
2. To use a field in the filter expression either:
   • Drag the column name into the drop zone and click its icon to display the Filter Criteria popup. Specify the operator and value you want to use. If the value is a date, you can enter either an explicit date (hard date) or an offset of the current date (soft date Salesforce refers to soft dates as "relative date values". Accounting supports the following relative date values: Today, Tomorrow, Yesterday, Last "n" Days, Next "n" Days, This Week, Last Week, Next Week, This Year, Last Year, Next Year. See the Salesforce Help for details of how these relative date values are resolved. Note that Last "n" Days and Next "n" Days are ranges. For example if today is May 25 then Last 3 Days is from May 23 to May 25. A filter on transaction date of "< Last 3 days" would retrieve transactions dated prior to May 23.). Click OK to close the Filter Criteria popup and update the filter expression.
   • Drag the Column container into the drop zone and click to display the Filter Criteria popup. Specify the column, an operator, and a value, then click Apply Selection.
3. Click Apply Filter to apply the filter. (Clear removes the filter expression.)

Note:

Content in hidden fields will not be displayed in your action view, even though included in the filtering.

The results grid refreshes to display only those rows that match your filter. You can add more filter criteria to narrow the results even further. See the examples below for illustrations of how you can build up filter expressions. To edit a filter criterion, simply click its pencil icon then adjust the operator and values as required. To remove a filter criterion, click its icon in the expression.

Instead of dragging a column name into the filter expression as described above, you can drag an individual cell into the expression. The field will be inserted as a filter criterion using the equals (=) operator and its value. For example, if the cell displays the opportunity value 1000, the filter criterion opportunity value = 1000 will be inserted into the expression. You can click its pencil icon to edit the operator and value in the usual way.

You can rearrange containers and filter criteria by dragging and dropping them within the expression.

The current filter expression is saved when you save your view.

Tip:

Be aware that soft dates are resolved differently in this context because there is no call back to the Salesforce server to re-select data. Instead, soft dates are immediately resolved to hard dates. If you pick a soft date that represents a date range (such as This Week) it resolves to the first date of that range. Therefore, if you want to filter by a date range using soft dates, you must use the IN RANGE or NOT IN RANGE operator and enter separate From and To soft dates.

Note:

If your filter formula returns a currency, and then this is used with another currency in a different calculation, the resultant currency field will be blank.

Example Filter Expressions

Example 1: Using AND

This filter displays rows where the transaction total is greater than 1,000 and account name starts with 'M'.

Example 2: Using OR

This filter displays rows where the account name contains "Inc" and starts with 'M'.

Example 3: Using both AND and OR

This filter displays rows where the transaction total is less than 500, and the account name starts with 'M' or contains "Inc".