Connected Value Filtering

Transcript Summary

Introduction

Hey everybody, today we're shining a spotlight on searching and filtering by connected values.

Project Management Application Example

To demonstrate this, we're going to take a look at a project management application where we're viewing a list of all of our task records. We want to filter the tasks so that only those where the project manager is the logged-in user are visible.

For example, I'm logged in as Amy Wright, and Amy Wright is a project manager. I only want to see tasks that belong to me when I am the project manager.

Previous Limitations

Previously, this was not possible using filters and the search component. If we take a look at our data, we can see that we have task records that connect to a project. The project record connects to a project manager, and to filter by connected values, we need more advanced filtering.

Setting Up Filtering by Connected Values

We're going to go to our page builder, click on the component, and select data source filters. Now we can set up a new filter group. You can see that in this dropdown, we have many more options, including the ability to select from connected values.

For example, we can filter tasks where the connected project’s project manager is the logged-in user. We can now define that right inside of our data source filters.

Results of Filtering

If I go back to my live app and refresh the page, you'll see that I only see two task records now instead of three, because I’m logged in as Amy Wright, and I only want to see tasks where the connected project manager is me as the logged-in user.

Search Component for Connected Values

We can do something similar with the search component. Going back to the builder, we can add a search component, and you’ll now see an option for connected fields. We can add a connected project status that allows us to search by the connected project status to display tasks matching that filter criteria.

Example of Searching by Connected Project Status

Now, if we want to search tasks where the connected project is open, we can do that.

Conclusion

Thanks so much for watching everybody. See you on the next one. Take care.