use text field from rows to filter

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  • Updated 3 years ago
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Hi,

would there be a way to filter a table based on a text fields (preferably unique) on it's rows 

Example

Table below, i want to use account name as filter, to be able to see 1 or more "group" (example only Accounts with name1) 



The Account names, will be different from 1 record to another

thx
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Dave

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Posted 3 years ago

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Rob Hatch, Official Rep

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Dave,  Check out the filter cheat sheet tutorial here:  http://help.skuidify.com/m/models-conditions-filters/l/168443-filters-cheat-sheet-of-filter-use-case...

Look for use case #6:  Filter based on a String field.   I think it will lay out the steps you need to follow. 
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Dave

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Thank you Rob, that worked for me after I realized we cannot use formula fields..(which is the field i wanted to use)

But I guess as a workaround, I can use a Salesforce Workflow to copy that formula field content to a text field and use that field instead

But Just for info, If i wanted the filter to be multi-select would there be a way?

Thx
(Edited)
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Anna Wiersema

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Hey Dave, unfortunately right now multi-select filters only work on the following field types:  reference, picklist, and multipicklist. (basically any of the fields that are availalble when you select Multi-select as the filter type).

 We hope to add more capabilities soon so that users can create their own multi-select filters based on their own criteria.
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Dave

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Ok ty for info  Anna :)
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Anna Wiersema

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You're welcome