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Sample for Candidate Presentation: Difference between revisions
Sample for Candidate Presentation (view source)
Revision as of 08:52, 6 December 2023
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Start the SOQL query with the field you want to filter by (in this case 'Id'). Use the 'IN' keyword then within brackets add the following:<syntaxhighlight> | Start the SOQL query with the field you want to filter by (in this case 'Id'). Use the 'IN' keyword then within brackets add the following:<syntaxhighlight> | ||
{params.example-filter} | {params.example-filter} | ||
</syntaxhighlight>''Choose a suitable name for the filter (something related to the repeatable section)'' | </syntaxhighlight>''Choose a suitable name for the filter (something related to the repeatable section).'' | ||
The final query should look similar to this:<syntaxhighlight> | The final query should look similar to this:<syntaxhighlight> | ||
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=== Dynamic URL Parameters and Filtering Using Flows === | === Dynamic URL Parameters and Filtering Using Flows === | ||
Screen flows can be used to automate the adding of URL | Screen flows can be used to automate the adding of URL parameters. The SOQL queries used previously will still need to be added to the repeatable sections within the document. | ||
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Add a screen element which will be used to display all of the records related to the object that will be filtered. | Add a screen element which will be used to display all of the records related to the object that will be filtered. | ||
[[File:Screenshot 2023-12-06 at 14.48.32.png|none|thumb|Screen Element]] | |||
Within the screen, add a section component and place a data table within it (This will be used during the flow to select the records that will be filtered): | Within the screen, add a section component and place a data table within it (This will be used during the flow to select the records that will be filtered): | ||
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[[File:Screenshot 2023-12-06 at 13.33.40.png|none|thumb|372x372px|Data Source ]] | [[File:Screenshot 2023-12-06 at 13.33.40.png|none|thumb|372x372px|Data Source ]] | ||
[[File:Screenshot 2023-12-06 at 13.34.46.png|none|thumb|368x368px|Data Source]] | [[File:Screenshot 2023-12-06 at 13.34.46.png|none|thumb|368x368px|Data Source]] | ||
Next, create a 'For Each' element within the flow. This will be used to combine the selected records from the previous screen. | Next, create a 'For Each' element within the flow. This will be used to combine the selected records from the previous screen. | ||
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</syntaxhighlight> | </syntaxhighlight> | ||
The | The url should look similar to this:<syntaxhighlight> | ||
.../onboarding/apex/b3d__Document?templateId=exampleTemplateId&recordId={!Contact.Id}&education-filter={!educationHistoryFilterURL} | .../onboarding/apex/b3d__Document?templateId=exampleTemplateId&recordId={!Contact.Id}&education-filter={!educationHistoryFilterURL} | ||
</syntaxhighlight> | </syntaxhighlight>When the flow is executed these URL parameters will be filled in with the relevant Id's and any repeatable sections that have custom SOQL queries within the document will be filtered accordingly. | ||