Accounts Filtering

Dear Daniel,

To filter the accounts based on the detail value you need to build the filter like this (the example uses the info from Addresses detail):

To achieve it you need to choose to add condition, then click on plus to open the second level of the dependencies and choose Quantity there:

Then in the filter settings you need to click on 'Count' and make sure it's changed to 'Exist' as shown on the first screenshot.

Lisa

Hi Lisa,

Thank you for the response. It's working but i have some questions.

1. I cannot see the Name column in the Column dropdown (on the first filter level). I can select only numeric or datetime type columns. 

I can select Name column on the second level.

Is there a way to see Name column on the first level?

2. How can I programmatically add filtering based on ResidentialComplex.Name on the standard filter? 

Thanks,

Daniel

Dear Daniel,

There is no way to choose the name column of the object at the first level as these are two different tables in the databases. At the first level you are able to choose the columns of the object you are applying filter to. The more detailed info of how to apply a filter by connected column object is described here: https://academy.bpmonline.com/documents/studio/7-10/advanced-filter#XREF_29886

Regarding the standard filter option, the implementation of it is not easy. We can give you a hint of some schemas where you may possible insert your code to add such option to the standard filter but you will need to investigate these schemas by yourself.

As a workaround we suggest to use Dynamic folders: https://academy.bpmonline.com/documents/marketing/7-10/how-create-dynamic-folder

Once you create it and apply the filter, you can easily reach these filtered records from the section page. Moreover, you can modify the filter or add more filtering conditions to the folder.

Best regrads,

Lily