JustOn uses filters to selectively narrow down the set of records included in bulk operations according to your business requirements.
A filter returns all objects that match the filter, not filter them out.
JustOn implements filters using the custom setting Filters. The following fields are available:
|Name||✓||Specifies the filter name, will be available as an option value when triggering the operation. Must be unique.|
|Child Relation||Specifies the name of the child object.
Used by the subscription builder and the generic invoice run, required if you create subscription items or invoice line items based on the child records.
For master-detail relations, use the API name of the detail object. In case of standard Salesforce objects, you can use Workbench to find the correct name.
For parent-child relations, use the relationship name of the child object.
|Condition||Specifies a condition (SOQL WHERE clause) to restrict the set of included records.
For details, see SOQL SELECT Syntax in the Salesforce Help.
|Sequence||Determines the position of this filter in a filter list.|
|Target||✓||Specifies the API name of the target object.
For JustOn objects/fields, do not append the namespace prefix
|Use Case||Specifies the specific filter use case for the subscription builder, the transaction builder or the account statement run.|
|Transactional Suffix||Specifies a suffix for control fields when invoicing a record multiple times to different recipients.|
Depending on your organization's requirements, you must define custom filters.
- In Setup, open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
- Click Manage in the row of Filters.
- Click New to create a new filter, or Edit to modify an existing filter.
- Specify the details as necessary.
For details, see Filters Information.
- Click Save.
▶ This makes the filter immediately available.