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Filtering Picklist value at 4th level in Data Designer

  • March 5, 2020
  • 1 reply
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phaneendhar_lingam
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Hi,

 

I'm creating a new design using Data Designer - I'm trying to get opportunities for Active customers only. If I have to put this filter the hierarchy flows as,

Opportunity -> Account Id (Account) -> Customer Info -> Status

In this flow, Status is also a lookup field but since it is at 4th level I'm using Id value for 'Active' status from Picklist object. Is there a better way of filtering where we can use value to filter the record instead of filtering using the Id of that picklist field?

 

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Best answer by rakesh

Hi @phaneendhar_lingam 

A lookup is nothing but a predefined join. I recommend splitting that into a join (merge). In this example :-

Fetch data from customer info separately, which allows you to go as 3 levels deep again (Customer Info → Status → Name / Label).

Merge Customer Info and Account data and apply filter here

 

This will also result in better UI performance as well. 

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rakesh
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  • rakesh
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  • April 8, 2020

Hi @phaneendhar_lingam 

A lookup is nothing but a predefined join. I recommend splitting that into a join (merge). In this example :-

Fetch data from customer info separately, which allows you to go as 3 levels deep again (Customer Info → Status → Name / Label).

Merge Customer Info and Account data and apply filter here

 

This will also result in better UI performance as well. 

sai_ram
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  • sai_ram
    sai_ram

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