Additional Field Filters

Additional field filters enable the use of fields on the Contact object as filters.

Setup

The fields available for use in filters are defined in the Daxtra Search Filter (seven20__Daxtra_Search_Filter__mdt) custom metadata table.

To add a new field to the list, create a new metadata record, populating the following field values:

• Label - A friendly name for the filter record; this is not displayed to end users

• Filter Field - The field API name on the Contact object

  note

  Only field labels will be presented to the end user.

• Daxtra Search Filter Name - An auto generated API name for the filter record; this value only needs changing in case of duplicates

IMPORTANT

Relationship fields and those unavailable for use in a SOQL query, such as Text Area (Rich) and Text Area (Long) fields, are not supported.

tip

Don't forget to assign read permissions to the fields you wish to use as filters.

Field operators

End users first select a field, which then presents different operators to them depending on the field type. These field operators are translated into SOQL WHERE clause operators at run time. The operator to SOQL equivalent is as follows:

Field Operator	SOQL Equivalent	Notes	Custom Label Developer Name
Equals	=		Filter_Operator_Equals
Not Equals	!=		Filter_Operator_Not_Equals
Contains	LIKE	e.g. %value%	Filter_Operator_Contains
Does Not Contain	NOT LIKE	e.g. (NOT field LIKE "%value%")	Filter_Operator_Does_Not_Contain
Starts With	LIKE	e.g. value%	Filter_Operator_Starts_With
Ends With	LIKE	e.g. %value	Filter_Operator_Ends_With
Greater Than	>		Filter_Operator_Greater_Than
Less Than	<		Filter_Operator_Less_Than
Greater Or Equal To	>=		Filter_Operator_Greater_Than_Or_Equals
Less Or Equal To	<=		Filter_Operator_Less_Than_Or_Equals
One of		Supports picklist and multipicklist	Filter_Operator_One_of
Exclude		Supports picklist and multipicklist	Filter_Operator_Exclude

info

User inputted field values are sanitised.

Query logic

Basic mode

By default, all additional field filters are combined using the AND operator. This can be switched to OR by clicking on the Or radio button at the top of the section.

For example, if the following fields are selected:

• CandidateStatus Equals "New"
• CreatedDate Greater Than "2021-01-01"

Depending on the logic selected, the following SOQL WHERE clause would be generated:

• AND - CandidateStatus = 'New' AND CreatedDate > 2021-01-01
• OR - CandidateStatus = 'New' OR CreatedDate > 2021-01-01

Advanced mode

When using Advanced Search, advanced filtering can be achieved with the use of custom logic.

Special field behaviours and considerations

• RecordTypeId - Record type options are provided as a picklist
• MailingCountry - Would be presented as a free text. Please use MailingCountryCode instead
• MailingState - Would be presented as a free text. Please use MailingStateCode instead
• OtherCountry - Would be presented as a free text. Please use OtherCountryCode instead
• OtherState - Would be presented as a free text. Please use OtherStateCode instead