Multi-select Filters on Tables

  • 17
  • Idea
  • Updated 3 years ago
  • Implemented
Skuid currently has two Table Filter types:

-Select Option (where you pick one out of a list of multiple options, the selection of which performs one or more "effects")
-Toggle (an on/off switch, where one or more "effects" are performed when the toggle is activated.

It would be very powerful if Skuid added a "Multi-select" filter type, where you could choose one or more of the available items.

Use cases for this include:

-Filtering on various Permutations of Picklist values, say the "Status" field on the Case object, e.g. "Status is 'Closed' or 'New' or 'Escalated'". Or imagine a filter on State or Country fields: "where State is 'AZ','CA','DE','RI'", etc. Currently, you'd have to add a separate Filter option for each Permutation --- practically speaking, this is not feasible when there's more than 3 or 4 values in the Picklist.

- Filtering on records that have one or more related "Junction Object" records. For instance, say you are managing an after school program and have a "Group" object, tracking all of your after school groups. You have 100's of Groups. You then have a "Group Affiliation" object connecting Contacts to Groups. You then are on a Table of Contacts, and you want to filter to show only Contacts that are members (e.g. have a Group Affiliation record for) a select Subset of Groups. The reason you do this from the Contacts table is that you want to show unduplicated Contact records (e.g. not counting a Contact more than once), so you could say "How many of my Contacts are in one or more the following Groups, not counting a Contact more than once". Right now this is impossible to do in standard Salesforce without hard-coding these "subsets" of Groups into a veritable horde of Reports that differ only in the set of Groups you want to look at.
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Zach McElrath, Employee

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Posted 5 years ago

  • 17
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Zach McElrath, Employee

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Official Response
Multi-select Filters were implemented in the Skuid Superbank release.