S-Docs Conditional Logic is a powerful feature that permits sections (or blocks) of text and data to display in your generated document only when a condition is met. This provides a mechanism to create a single template that can dynamically show and hide portions of the document based on conditional logic.
Full Answer
How do I add a logic to a Salesforce report?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.
How do I apply a logic filter in Salesforce?
Add Filter LogicClick Reports, then find your Cases by Status report and click Edit.To open the Filters pane, click Filters.Unlock the Industry filter that you added in the last exercise. ... Add a custom filter for Industry equals Electronics. ... Add a custom filter for Status not equal to Escalated.More items...
How do I apply multiple filters in Salesforce report?
3:234:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor those with more than a thousand employees open the more options menu and select add filter logicMoreFor those with more than a thousand employees open the more options menu and select add filter logic.
What is cross filter logic in Salesforce?
Salesforce Cross Filters allow you to create a report that identifies records with or without a related record, where you have no need for the related object's data (so you don't need those related object's fields displayed in the report).
How many filters can a salesforce report have?
In Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.
How do I create a dynamic report in Salesforce?
Steps To Create Dynamic Report In SalesforceStep 1: Click on the Report tab inside the salesforce org.Step 2: Click on the Create Button to create a report.Step 3: Now add the Filter.
What is cross filters in reports?
Use cross filters to include or exclude records in your report results based on related objects and their fields. Filter Across Objects with Cross Filters. Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code.
Which views allow you to filter data in a report?
To filter data in a report, open it in Report view (right-click it in the Navigation pane and click Report View). Then, right-click the data you want to filter.
Can you filter columns in Salesforce?
When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.
How do I edit a filter logic in Salesforce report?
From the Salesforce Classic report builder, click Add | Filter Logic. Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. Finds records that match both values.
What is the difference between a filter and a cross filter in Salesforce?
Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.
Can you add filter logic to cross filters Salesforce?
Filter logic doesn't apply to cross filters.
Filter Logic A: (1 AND 2 AND 3)
If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who's Zip/Postal Code is both "43215" AND "43214."
Filter Logic B: (1 OR 2) AND 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either "43215" OR "43214" and will also return ALL Prospects with a Market Segment of "Columbus" (regardless of their Zip/Postal Code).
Filter Logic C: (1 AND 3) OR (2 AND 3)
This Filter Logic will return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43214."
Filter Logic D: (1 OR 2) NOT 3
This Filter Logic will return all Prospects with a Zip/Postal Code of either "43214" OR "43215" and will also return ALL Prospects with a Market Segment that is NOT "Columbus."
Filter Logic D: (1 NOT 3) OR (2 NOT 3)
This Filter Logic will return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43214."
