How to create a dynamic multi-filter object in Salesforce-Part II

By | August 18, 2021

In continuation to our previous blog, where we worked on the UI for the dynamic multi-filter object. In this blog, we will be working on the back process/functionality.

GetFieldsListController.js

({
    init: function(cmp, event, helper) 
        { 
            
            var operationList =[
                { 
                    'label':'equals',
                    'value':'='
                },
                { 
                    'label':'not equal to',
                    'value':'!='
                },
                { 
                    'label':'less than',
                    'value':'<'
                },
                { 
                    'label':'greater than',
                    'value':'>'
                },
                { 
                    'label':'less or equal',
                    'value':'<='
                },
                { 
                    'label':'contain',
                    'value':'contain'
                },
                { 
                    'label':'does not contain',
                    'value':'not_contain'
                },
                { 
                    'label':'start with',
                    'value':'start_with'
                },
                { 
                    'label':'end with',
                    'value':'end_with'
                }
            ] 
            cmp.set('v.ListOperator',operationList); 
            helper.handleSFFields(cmp, event, helper );    
        },
    handleSFFields : function(cmp, event, helper)   
    {
        var pagesize =cmp.find('idPageSize').get('v.value');   
        var intKey=cmp.get("v.intKey");     
        var SFFieldsValue= cmp.find('lcSF').get('v.value'); 
        
        
        var SFFields= cmp.get("v.SFFields");
        var index = SFFields.findIndex(p => p.value === SFFieldsValue);
        var  field_type =SFFields[index].datatype;  
        cmp.set('v.flt_field_datatype', field_type); 
        cmp.set('v.isLoading', true);
        if(SFFieldsValue=='')
        {
            cmp.set('v.SFfieldswithout__c','Name');
            
        }
        else
        { 
            
            var iscustomfld=SFFieldsValue.includes('__c');
            if(iscustomfld==true)
            {   
                cmp.set('v.SFfieldswithout__c',SFFieldsValue.replace("__c", ""));
                
            }
            else
            {  
                cmp.set('v.SFfieldswithout__c',SFFieldsValue);
            } 
            
        }
        
    },
    get_filter: function(cmp, event, helper){
        var pagesize =cmp.find('idPageSize').get('v.value'); 
        var intKey=cmp.get("v.intKey"); 
        var filter_query = '';
        var query_list = cmp.get("v.query_list");
        
        for(var a in query_list){
            
            var SFFieldsValue = query_list[a].field;
            var operation=query_list[a].operator;
            var filter_value=query_list[a].value
            var field_type=query_list[a].datatype
            var temp_query ='';
            if(operation == 'contain')
            {
                temp_query= ' and '+SFFieldsValue +' like '+"'%"+filter_value+"%'";
                
            }
            else if(operation == 'not_contain')
            {
                temp_query= ' and (not '+SFFieldsValue +' like '+"'%"+filter_value+"%' )";
                
            }
                else if(operation == 'start_with')
                {
                    temp_query= ' and '+SFFieldsValue +' like '+"'"+filter_value+"%'";
                    
                }
                    else if(operation == 'end_with')
                    {
                        temp_query= ' and '+SFFieldsValue +' like '+"'%"+filter_value+"'";
                        
                    }
                        else
                        {
                            temp_query= ' and '+SFFieldsValue +' '+operation+' '+"'"+filter_value+"'";
                            
                        }
            
            if(field_type=='DATETIME')
            {
                temp_query = temp_query.replaceAll("'", " ");
                
                filter_query = filter_query + ' '+temp_query;
            }
            else
            {
                filter_query = filter_query + ' '+temp_query;
            }
            
        }
        cmp.set('v.filter_query', filter_query );
        if(filter_query == '' || filter_query ==null || filter_query == undefined){
            CommonFunction.showerror('','Please add Filter First');   
        } 
        helper.getAccounts(cmp, event,intKey,pagesize);
    },
    
    add_filter: function(cmp, event, helper){
        var filter_query = '';
        
        var SFFieldsValue= cmp.find('lcSF').get('v.value');
        var operation= cmp.find('Operator').get('v.value'); 
        var filter_value= cmp.find('filter_value').get('v.value');
        var query_list = cmp.get("v.query_list"); 
        var ListOperator= cmp.get("v.ListOperator");
        var index = ListOperator.findIndex(p => p.value === operation);
        var  operation_label =ListOperator[index].label; 
        
        var SFFields= cmp.get("v.SFFields");
        var index = SFFields.findIndex(p => p.value === SFFieldsValue);
        var  field_type =SFFields[index].datatype;
        query_list.push(
            {
                'field':SFFieldsValue,
                'operator':operation,
                'value':filter_value,
                'operation_label':operation_label,
                'datatype':field_type
            })
        
        cmp.set('v.query_list', query_list );        
       cmp.find('filter_value').set('v.value','');
        cmp.find('lcSF').set('v.value','Name');
        cmp.find('Operator').set('v.value','=');
        cmp.set('v.flt_field_datatype','text');  
    },
    
    remove_filter: function(cmp, event, helper){
        
        var index = event.currentTarget.dataset.index;
        //alert('index'+index);
        
        var query_list = cmp.get("v.query_list");
        query_list.splice(index, 1);
        cmp.set("v.query_list",query_list); 
        
        var edit_index  = cmp.get("v.edit_filterindex"); 
        if(edit_index!=undefined || edit_index!='undefined')
        { 
            if( edit_index == index)
            {
                cmp.find('filter_value').set('v.value','');
                cmp.find('lcSF').set('v.value','Name');
                cmp.find('Operator').set('v.value','='); 
                cmp.set('v.flt_field_datatype','text'); 
                cmp.set('v.edit_filter',false);   
                cmp.set('v.edit_filterindex',undefined);
            }
            
        }
        
    },
    clear_filter: function(cmp, event, helper){ 
       cmp.find('filter_value').set('v.value','');
        cmp.find('lcSF').set('v.value','Name');
        cmp.find('Operator').set('v.value','='); 
        cmp.set('v.flt_field_datatype','text'); 
        cmp.set('v.edit_filter',false);   
        cmp.set('v.edit_filterindex',undefined);
    },
    Remove_All: function(cmp, event, helper){ 
       cmp.set("v.query_list",[]);
       cmp.set("v.filter_query", '');
        cmp.find('filter_value').set('v.value','');
        cmp.find('lcSF').set('v.value','Name');
        cmp.find('Operator').set('v.value','='); 
        cmp.set('v.flt_field_datatype','text');  
        
    },
    open_filter: function(cmp, event, helper){
        var index = event.currentTarget.dataset.index;  
       var query_list = cmp.get("v.query_list"); 
        cmp.find('lcSF').set('v.value',query_list[index].field); 
        cmp.find('Operator').set('v.value', query_list[index].operator );
        cmp.find('filter_value').set('v.value',query_list[index].value);
         var  field_type =query_list[index].datatype;  
        cmp.set('v.flt_field_datatype', field_type);
        cmp.set('v.edit_filter',true);  
        cmp.set('v.edit_filterindex',index);  
         
        cmp.find('filterrr').scrollTo('Top',0,0);
        
},
    edit_filter: function(cmp, event, helper){ 
        
        var edit_index  = cmp.get("v.edit_filterindex");
        if(edit_index!=undefined || edit_index!='undefined')
        {
            var SFFieldsValue= cmp.find('lcSF').get('v.value');
            var operation= cmp.find('Operator').get('v.value'); 
            var filter_value= cmp.find('filter_value').get('v.value');     
            var query_list = cmp.get("v.query_list"); 
            
            query_list[edit_index].field = SFFieldsValue ;
            query_list[edit_index].operator  = operation ;
            query_list[edit_index].value  = filter_value
            
            
            var ListOperator= cmp.get("v.ListOperator");
            var index = ListOperator.findIndex(p => p.value === operation);
            var  operation_label =ListOperator[index].label; 
            
            query_list[edit_index].operation_label = operation_label;
            
            
            cmp.set("v.query_list",query_list); 
            
        }
        cmp.find('filter_value').set('v.value','');
        cmp.find('lcSF').set('v.value','Name');
        cmp.find('Operator').set('v.value','='); 
        cmp.set('v.flt_field_datatype','text');      
        cmp.set('v.edit_filter',false);  
        cmp.set('v.edit_filterindex',undefined);  
    }
    
});

GetFieldsHelper.js


({ 
    handleSFFields:function(cmp, event, helper  )
   {
        var action = cmp.get('c.getObjectFields');
        action.setParams({
           objName: 'Account' 
       });
            
       action.setCallback(this, function(response)
            {
                var lstSFField = [];
                var fieldMap = response.getReturnValue(); 
                    
                if (fieldMap != undefined && fieldMap !=null) 
                { 
                    for (var k in fieldMap)
                    {
                        if(k == 'Account Name')
                        {
                            lstSFField.push
                            ({
                                'Id':k,
                                'label':k,
                                'value':fieldMap[k][0], 
                                'datatype': fieldMap[k][1],
                                selected: true 
                            });
                        } p.set('v.SFFields',lstSFField);          
                }
       });
$A.enqueueAction(action);  
},
})

Output: –

Filter-input
Filter-input

When you hit that Add button, it will get added to the filter, as shown in the image below.

Multi-filter Added
Multi-filter Added

In any case, if you want to edit your filter, you can click on that filter, and then it will show in the input boxes as shown in the image below.

Edit-Filter
Edit-Filter

Then make changes all you want and hit on save button.

Edit & Save Filter
Edit & Save Filter

Now, Click on Apply, and you will get the Dynamic Query as shown in the image.

Dynamic Query based on Filter
Dynamic Query based on Filter

For more information, please get in touch with us at salesforce@greytrix.com. We will be more than glad to assist you.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.