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FrontSpin Native List Conditions

 

New Updates:

  1. Users can now build lists directly in FrontSpin without using SFDC reports. This allow you to bypass the 2,000 records per list limitation imposed by the Salesforce API. The list maximum now is 200,000 records when using List Condition in FrontSpin. Please note that value field is case sensitive.
  2. The new List auto-refresh minimum is 15 minutes (used to be 60 minutes).
  3. Users can build reports based on any Salesforce field mapped in FrontSpin. The condition structure is Field – Operator – Value.

NOTE: Users will need to login to appng.frontspin.com to build or dial lists built with FrontSpin Native list conditions.

Fields

One or more fields describe each report result. If you imagine that your report is a table of information, then each row is a result and each column is a field.

For example, a human resources manager creates a report about employees. Each result is an employee, and each field is a different piece of information about the employee: first name, last name, job title, start date, and so forth.

When you create or edit a report, you choose which fields you want to include in your report. To ensure your reports run quickly, it’s a good idea to include only the fields that you need.

Filters

Limit the data that your report returns by using filters. Filters are useful for many reasons, such as focusing your report on specific data, or ensuring that your report runs quickly.

For example, say your report returns all the Leads in your company, but you only want to see Leads which are open and assigned to you. Filter the report on the Owner field and Status field.

 

Relative Date Values Supported

Relative date filters let you filter on date fields using easy-to-understand, human-speech-inspired syntax. For example, instead of filtering on Close Date greater than Jan 1, 2017, filter using a relative date: Close Date equals this year. Other examples…

• TODAY
• YESTERDAY
• TOMORROW
• LAST N DAYS
• NEXT N DAYS
• N DAYS AGO

 

Operators

The operator in a filter is like the verb in a sentence.
Operator Uses
equals Use for an exact match. For example, “Created equals today.”
less than Use for results that are less than the value you enter. For example, “Amount less than 20000” returns records where the amount field ranges from 0 to 19,999.99.
greater than Use when you want results that exceed the value you enter; for example, “Amount greater than 20000” returns records where the amount begins at 20,000.01.
less or equal Use for results that match or are less than the value you enter.
greater or equal Use for results that match or exceed the value you enter.
not equal to Shows results that don’t have the value you enter. This operator is useful for eliminating empty fields. For example, “Email not equal to <blank>.”

contains Use for fields that include your search string, but sometimes also include other information. For example, “Company contains Travel” would find US Travel, Pro Travel, and Travel Top. Keep in mind that if you enter a short search string, it can match a longer word. For example, “Company contains pro” would find Travel Pro and Promotions Travel. This operator is case-sensitive.
does not contain Eliminates records that don’t contain the value you enter. For example, “Mailing Address Line 2 does not contain P. O. Box.”

This operator is case-sensitive.

starts with Use when you know what your value starts with, but not the exact text. This operator is a narrower search term than “contains.” For example, if you enter “Account starts with California,” you find California Travel and California Pro Shop, but not Surf California.
includes Available when you choose a multi-select picklist as the selected field. Use this operator to find records that include one or more of the values you enter.

For example, if you enter “Interests includes hockey, football, baseball,” you find records that have only hockey selected, and records that have two or three of the values entered. Results do not include partial matches of values.

excludes Available when you choose a multi-select picklist as the selected field. Use this operator to find records that do not contain any values that match the ones entered.

For example, if you enter “Interests exclude wine, golf,” your report lists records that contain any other values from that picklist, including values that are blank. Results do not include partial matches of values.

Filter Logic

After adding a filter to your list the filter is numbered. Your first filter becomes Filter 1 and your second filter becomes Filter 2. You apply filter logic based on these numbered filters. By default All (AND) filter logic is selected but user can select Advanced (AND/OR) logic.

For example, let’s say you have a report of Accounts with fields like StateAnnual Revenue, and Industry. Your report has these filters:

  1. State includes Oregon
  2. Industry equals Banking
  3. Annual Revenue greater than 1000000

These three filters cause your report to return Accounts located in Oregon in the Banking industry with annual revenue greater than $1,000,000. But what if you only want Accounts located in Oregon AND in the Banking industry, OR with annual revenue greater than $1,000,000.00? Add advanced filter logic to your report.

To add filter logic once Advanced is selected from the drop down 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.

Operator Definition
AND Finds records that match both values.

1 AND 2

OR Finds records that match either value.

1 OR 2

Tasks Cross Filters

Use tasks cross filters to fine-tune your results by including or excluding records from tasks and narrowing it down wth specific tasks fields. You can apply cross filters by themselves, or in combination with field filters. Filter logic applies only to field filters, not cross filters.

 

 

Updated on December 15, 2017

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