Simple, elegant method to dynamically filter portals from Sara Severson.
I had the opportunity to play with filtered portals yesterday! (I split my time between Salesforce and FileMaker, and it’s been a while since I’ve had a project where I get to play with these. Please pardon my enthusiasm, but this is FUN.)
I needed to set up a dynamic filter using a global field, and decided to try incorporating it into the portal filter definition rather than proceed as I normally would and incorporate the global into my relationship.
I’m pleased as punch with the result. I now have a tiny script called via trigger, and can bop-bop-bop around the solution and apply these dynamic filters to all of the portals on all of the dashboards the user has requested without touching my relationship graph.
Here’s a simple shot of what I want:
The user can type anything they want into the Filter field, and the system will match on any part of any word on any field in the results in the portal. (Instantly and without effort, of course.)