Insert Filters Using the Query Wizard

The Query Wizard simplifies the process of setting up filters, especially for administrators unfamiliar with SOQL syntax. Instead of manually writing the WHERE clause in SOQL, admins can use an intuitive interface to select conditions and input values, making filter configuration much more accessible.

Filter Configuration in the Builder

Normally, filter settings in the builder correspond to the WHERE clause in SOQL. For administrators who are not well-versed in SOQL, this can be challenging. The Query Wizard resolves this issue by allowing admins to configure filters without needing in-depth knowledge of SOQL.

By using the Query Wizard, admins can define filter conditions through simple selection and input steps. This significantly streamlines the process of creating filters.

Setting Up Logic

When multiple filters are added in the Query Wizard, they are combined using AND logic by default.

Example: Adding Three Filters

When three filters are added using the Query Wizard:

Query Wizard with three filters added

These filters are combined into a single condition as follows:

1 AND 2 AND 3

Generated logic with AND conditions

Changing Logic

To modify the logic, click Edit Logic and customize the logic using the filter numbers.

Example: Changing All Conditions to OR

If you want to use OR instead of AND, edit the logic as follows:

1 OR 2 OR 3

The updated logic will generate filters based on the new condition.

Binding Parent Object Fields to Filter Conditions

Filters can also bind values to fields from the parent object. By selecting the Parent option next to the value input field, you can link the filter condition to a specific parent object field.

This feature enables dynamic data retrieval based on parent object field values, offering greater flexibility in query configurations.

Example: Filtering Pricebook Entries Matching the Parent Object's Pricebook

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

• Parent: Opportunity

• Line Item: OpportunityLineItem

• Lookup: PricebookEntry

Let’s configure a filter to retrieve Pricebook Entries that match the parent object’s Pricebook (Pricebook2Id):

1. In the Filter by Query section of the object connection step, click the Query Wizard button.

   
2. Next to the value input field, select Parent.

   
3. Search for and select the Pricebook field (Pricebook2Id) of the parent object.

   
4. Confirm that the filter condition is automatically set to: {$Parent.Pricebook2Id}

   

This configuration ensures that only Pricebook Entries matching the parent object’s Pricebook are retrieved. The Query Wizard automatically generates the necessary filter syntax, making it easy and convenient to add conditions.