How to get a lookup filter on a user field (that includes groups) to work properly?

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  • Updated 2 years ago
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I am trying to add a lookup filter to an owner field (the native one). The owner field on this object supports both groups and individual users.  

Here's my configuration steps:

1. Select field to filter - shows me this pop up:


2. Selected "Group" and got all group fields. From this selected "Developer Name"


3. Finished configuration of filter:


When I preview the page, the filter works as expected on the group list and does not affect the user list:



but at the top of the page I also get this error:

"1. A Skuid Model, '_TempModel_1475080514836', has a Condition on a Field with relationship name 'DeveloperName', on the User Object, but this Field appears to be invalid. Please check that this Field actually exists on this Object, (or on related Objects), and if it does not, change any Conditions on this Model that reference this Field."

What am I doing wrong here?
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susan.nordquist

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Posted 2 years ago

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Karl Li, Employee

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Hi Susan--Have you added all the relevant fields on the model?
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susan.nordquist

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The filter doesn't reference any other model - so I'm not sure what other row fields or models I would need on my model other than the owner(user) field. On the model when I drill down on the owner field there is no field with the name 'DeveloperName' like there is on the group object.

I did solve this by overriding the metadata on the record owner field to just pull the group object (see below).  This works for my scenario, where I only want the filtered options to be groups, but this wouldn't solve the situation where there are filters for groups and users.

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Karl Li, Employee

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I'm glad you were able to figure this out using the metadata field override. I've not actually used the Group object before in Salesforce. Let me try to reproduce this and get back to you!
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Karl Li, Employee

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Actually can you post a screenshot of your models/objects setup too?