Codes Filter
Contact records can be filtered by their related Record Codes. The Codes available for selection are determined by the Codes setup within the org. Only Codes configured for use on Contact, or all objects, will be available.
A Code record's availability for selection is unaffected by the value of its seven20__Active__c field. This allows for searching based on Codes which have been deactivated since being applied to records.
Usage
Codes can be included in a search query by clicking the Add Code filters button. This will launch a modal similar to the Configure Codes one used for assigning Codes on record pages which displays the available Codes in an expandable tree format, including a text search.
Once applied, the selected Codes are displayed as pills. Each Code can be removed by clicking its x icon on the filter panel or by deselecting it from within the Add Code filters modal.
Code pill background and text colour can be configured.
Query logic
Basic mode
When using Basic Search the logical relationship between all selected Codes is controlled using radio buttons to choose between And or Or.
For example, when the following Codes are selected:
- Salesforce
- QA
If the And radio button is selected, only Contacts which have both the Salesforce and QA Codes will be returned; if the Or radio button is selected, Contacts which have either the Salesforce or QA Code will be returned.
Advanced mode
The Codes filter UI for Advanced Search instead presents the user with a dropdown to select the logical relationship between the selected Codes, with three options:
- ALL OF - equivalent to And
- ANY OF - equivalent to Or
- NONE OF - no equivalent in Basic mode; excludes Contacts with any of the selected Codes
The selected logic is only applied to the Codes selected within a single instance of the Codes filter. It is possible to govern the relationship between multiple instances of the Codes filter by using custom filter logic.