One single fIlter updating 3 Tables from same object (oppty) at the same time

  • 1
  • Question
  • Updated 4 years ago
  • Answered
I am not very familiar with snippet and spent sometime trying to replicate snippet examples in the skuid community without good success.
I have created a skuid oppty page with 3 x oppty tables within Tab Set component to show 3 x different "pre-formated" views of the funnel with limited filters in each page.
I would like to be able to use one master Filter called "Territory" sales users could select that would automatically refresh and filter the 3 x oppty Tables at the same time with the same territory information.
"Territory" is a picklist custom field on the oppty page today in SF.
Do we really need a snippet here knowing the 3 x tables are on the same oppty object ?  
As we have multiple territories between North America, EMEA, APAC I would prefer a toggle filter rather than a picklist filter if this is possible.
If anyone could help ....
Thanks a lot.

Photo of Cyril.D


  • 472 Points 250 badge 2x thumb

Posted 4 years ago

  • 1
Photo of Skuidward Tentacles (Raymond)

Skuidward Tentacles (Raymond), Champion

  • 18,326 Points 10k badge 2x thumb
One thing that you can try is to activate and set the value of a model condition from a button either on a page title component or a navigation component.
1) You would create a model condition on your oppty model setting the territory to a blank value as filterable default off.
2) You create a button that uses actions to activate and set model condition.

Depending on what you are going for, you could do a dropdown navigation with a button for each of your territories.

Since all of your tables are on the same object, by activating the condition on the model and setting its value you will effect all of your tables with one click.
Photo of Rob Hatch

Rob Hatch, Official Rep

  • 44,968 Points 20k badge 2x thumb
Though this requires some Javascript - here is your answer.

Fear not - its easy to implement.