05. Drill-down Hierarchy Filters

Introduction

Drill-down hierarchy filters further target the data that the mobile user can use from Salesforce for a particular Job. You can set up many conditions, and only the records that fulfill all conditions will be presented in the drill-down hierarchy.

Note:

• There are a maximum of 5 drill-down hierarchies in each Job
• Each drill-down hierarchy has a maximum of 5 levels
• TaroWorks is unable to filter records for mobile users not using the org Company Language, where translations exist
  • A work-around for this would be using a checkbox formula field, which is language agnostic

The following are operators available in drill-down hierarchy filters, which vary by data type:

1. Contains
2. Equals
3. Does Not Contain - NEW in 5.1!
4. Does Not Equal - NEW in 5.1!
5. Greater Than or Equal To - NEW in 5.1!
6. Greater Than - NEW in 5.1!
7. Less Than or Equal To - NEW in 5.1!
8. Less Than - NEW in 5.1!

If you'd like to setup more complex logic, you can leverage a formula field. You can also update the formula field, after the Job has been published and the filtering will update accordingly. Please note that records created offline will not have a value for formula fields bc the value is calculated by Salesforce and would not have a value before syncing,  and therefore may be filtered out. 

You can only edit drill-down hierarchy filters for Jobs in Draft status. You can have a drill-down hierarchy filter for each object level of each hierarchy.

You can set up conditions/filters on any field type except the following:

• Date fields
• Text area fields
• Geolocation

Create a Drill-down Hierarchy Filter

1. Create a Job with a drill-down hierarchy.
   
2. For the object that you'd like to filter, click Add.
   
3. Select the condition for which you'd like this object's records to be displayed. 
4. To add additional conditions the record must satisfy to be displayed, click Add Filter.
5. Once you are done adding conditions, click Save.
6. Confirm save by clicking OK. If a filter results in more than 50K records, an error will be thrown. When using filters make them to be as accurate as possible narrowing data meaningfully. 
7. To edit the filter, click Edit.
   

Conclusion

Congratulations! You have set up a filter to further target the data that is displayed in a Job's drill-down hierarchy.