Objective: View multiple tables with data from multiple custom objects on one page with two filters that apply to the whole page.
Filter One: Id from one custom object (“Instructor”)
Filter Two: Date Range from “Start” and “End” Date in another custom object ("Payroll Period’)
FILTER ONE: Possible Solution
One solution that I thought of was to create a page with the parameter set the the instructor id, “Instructor_Payroll”. This page would have a condition to view only the instructor in the param id.
Then create a tab page with one tab per instructor. Each tab would have the “Instructor_Payroll” page on it, but the parameters would be set to only view the specific instructor that the tab is name after. Opening the page would then force the instructor filter, so you would only see the records related to that instructor.
FILTER TWO: Possible Solution
If the include page controls filter the page by instructor, I now only have to filter the page by the date range of the payroll period.
Unfortunately, the records that need to be included in payroll do not have values in the “payroll period” field until after the payroll is processed. So, the purpose of this page is the find the records in that period so that they can be associated with the payroll period.
There is a custom object in our system, “Payroll Period” which does have the start and end date of the period that we need. I need a solution that will all of the tables on the page, which are from multiple custom objects, so that they all filter to see only the records in a specific pay period.
What I would like to do instead is to have a process where I can:
- Select the Payroll Period (custom object called “Payroll Period”)
- Query that model to find the Start and End date fields
- Pass these values over to activate conditions for each table on the page to only view records that have dates between the start and end dates.