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v16.0.3
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https://docs.skuid.com/latest/v2/en/
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  • Concepts
    • Data
      • Authentication Providers and Data Sources
      • Authentication and Skuid
      • Callback URLs/Redirect URIs
      • Data Source Objects
      • Google
        • Google Calendar
        • Google Drive
      • Salesforce
      • SQL
      • REST
        • URL Merge Condition Example
      • OData
        • Create, update, and delete records from SQL Server
      • Troubleshooting
    • Build
      • The Composer
      • The Page Index
      • Context
      • Pages
        • API Versioning in Skuid
          • v2 Page API Migration Utility
        • Create and Customize Skuid Pages
        • Principal and Dependent Pages
        • Page Revisions
        • Optimize Pages
        • Page Packs
        • Modules
        • Page Parameters
      • Models
        • Create and Configure Models
        • Model Conditions
          • Limit Records with a Subquery Condition
        • Model Actions
        • Include Child Fields in a Parent Object
        • Aggregate Models
          • Aggregations in Table and Chart Components
          • An Aggregation Case Study
        • Using Fields
          • UI-Only Fields and Models
            • UI-Only Field Use Cases
          • Field Metadata Overrides
      • Components
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            • Create a Show/Hide Toggle Button
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            • Add a Record-Sensitive Image
          • List
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            • Creating Search Form and Search Results Pages
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          • Text
        • Advanced
          • Chatter Feed
          • Page Include
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          • Before You Chart
          • Chart
          • Geochart
          • Enhancing Charts with Actions
        • Component Accessories
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          • Modals
            • Use a Modal to Create New Records
          • Sliding Panels
          • Sort Builder
        • Display Logic
      • Best Practices
        • Page Performance Guide
        • Skuid and Salesforce Lightning Performance Tips
        • Working with Images
      • Debugging Skuid in the Console
      • Logic
        • Filters
          • Filter on Date Ranges
          • Filter on Numeric Ranges
          • Create a Selectable Filter
            • Use Select option to Filter on Date Ranges
            • Use Select option to Filter on a Number Range
            • Use Select option with Builder-generated Options
            • Use Select option with Multiple Conditions and Fields
          • Create a Toggle Filter
          • Filter by Related Objects
        • Action Framework
          • Actions Reference
            • Visual Navigation
            • Model Conditions / Querying Actions
            • Model Data Changes Actions
            • Data Source Specific Actions
            • Platform Actions
            • Logic Actions
            • Component-Context Actions
          • Action Sequences
            • Inputs How-To: Activate and Set a Condition and Requery Model
        • Merge Syntax
          • Global Merge Variables / Functions
          • Row Merge Variables
          • Data source Merge API Reference
        • Skuid and Date/Time
        • Client-Side Validation
    • Style
      • Design System Studio
        • Property Reference
        • Lightning in Skuid
        • Fonts in the Design System Studio
        • Extending Design Systems with Code
      • Label Localization
    • Deploy
      • Salesforce Lightning
      • Salesforce Classic
        • skuid:page Visualforce component
        • Salesforce Dashboards
        • Force.com Sites
      • Page Assignments
      • Salesforce Communities
      • Sandboxes and Connected Orgs
      • License and Permission Assignments
      • ISV and Managed Packages
      • Skuid and the Salesforce Guest User
    • Extend
      • Skuid and Code
        • Skuid and JavaScript
          • Resource Types
          • UI Code
            • Custom Field Renderers
              • Basic virtual-based field renderer
              • Native Date Renderer
              • jQuery Mask
              • Ratings Icons
              • Embedded YouTube Player
        • Salesforce Languages
          • Skuid and Apex
            • Apex Triggers
            • Invocable Methods and the Apex Data Source Action
            • Remote Actions
            • Access Apex as a REST data source
            • Access Web Services using the AJAX Toolkit
          • Skuid and Aura
        • Skuid and Analytics
      • CI/CD with Skuid
      • Automated Testing
        • Example Automated Test with Node.js, Selenium, and Jasmine
  • Reference
    • The Property Library
    • API Reference
      • skuid.debug
      • skuid.runtime
        • skuid.$
        • skuid.actions
        • skuid.ajax
        • skuid.builder.core
        • skuid.builder.core.coreProps
        • skuid.calendar
        • skuid.collaboration
        • skuid.component
        • skuid.componentType
        • skuid.events
        • skuid.formula
        • skuid.hotkeys
        • skuid.label
        • skuid.lightning
        • skuid.load
        • skuid.model
        • skuid.model.Model
        • skuid.mustache
        • skuid.page
        • skuid.sfdc
        • skuid.snippet
        • skuid.time
        • skuid.utils
        • skuid.version
        • Component-Specific APIs
        • Skuid Model Metadata Object
        • Skuid Model Child Relationship Metadata Object
        • Skuid Model Condition Metadata Object
        • Skuid Model Field Metadata Object
        • Skuid Model Record Type Metadata Object
    • Page XML API
    • skuid-sfdx
    • Skuid Metadata Object Reference
      • Authentication providers
      • Data sources
      • Design Systems
      • Files
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      • Themes
    • Skuid Glossary
    • Formula and Function Reference
    • Skuid and Date/Time
    • Open Source Software Attributions
  • Site Administration
    • Installing Skuid SFX
    • Upgrading Skuid SFX
    • Single Sign-On
      • SAML 2.0 for Skuid data sources
        • Access Salesforce Data through SSO
      • Implementation Expectations
    • Deprecated in Skuid
    • Content Delivery Network
    • Supported Browsers
    • Using the Keyboard: Shortcuts, Hotkeys, and Accessibility
    • Skuid VPAT for v2
  • Tutorials
    • Skuid Page Tutorials
      • Build a Custom List Page
      • Build a Custom Detail Page
      • Compose a Branded Header and Navigation
      • Compose a One-Page App Using Tab Actions and Conditional Rendering
      • Conditionally Display Fields
      • Highlight Critical Data: Wrappers, Rich Text, and Ui-Only Fields
      • Mass Create Records
      • Show Products in an Opportunity Page
      • Skuid Pages for standard Salesforce CRM
    • Salesforce Tutorials
      • Add Products to an Opportunity via a Modal
      • Add Gmail to Salesforce functionality in your email fields
      • Create a Custom Edit Page and Set Visualforce Overrides
      • Getting Help: Grant Skuid Login Rights to your Org
      • Reclaim the Salesforce Home Page
      • Add and Display Images for a Single Record
    • JavaScript Tutorials
      • Using Skuid with JavaScript: A Primer
  • Legal terms and conditions
  • Skuid SFX Evaluation Guide
    • Overview​
      • What Is Skuid?
      • What are the benefits of Skuid?
      • How does Skuid maximize my Salesforce investment?
      • When is Skuid a good fit?
      • When is Skuid not a good fit?
      • Who uses Skuid?
      • What do customers say about us?
      • What steps does Skuid take to ensure compatibility with future Salesforce releases?
    • Developing Apps with Skuid​
      • The Scalable Kit for User Interface Design (Skuid)
        • Models
        • UI components
        • The Action Framework
        • Display Logic
        • Event System
        • Design System Studio
        • Code Extension
      • The Salesforce Ecosystem​
        • Does Skuid work with Lightning?
        • Does Skuid work with Salesforce Experience Cloud?
        • Is Skuid compatible with other AppExchange apps?
        • What Salesforce products and services does Skuid support?
      • Mobile
    • App Lifecycle Management​
      • Can I build with Skuid in different production environments?
      • Can my entire team develop with Skuid?
      • How does Skuid fit into my company’s CI/CD practices?
      • Analytics​
        • Does Skuid work with my third-party analytics software?
        • Does Skuid work with Einstein Analytics?
        • Build your own analytics tracker with Skuid
    • Architecture​
      • Skuid SFX Architecture
        • How does Skuid work?
        • How does Skuid get data and does Skuid consume API calls?
        • Is Skuid limited to one sObject or Record Type per page?
        • Does my Salesforce application have to be built completely from Skuid?
        • How does Skuid work with Salesforce Process automation and validation?
      • Lightning​
        • How do Skuid pages work in Lightning?
        • Where else in Lightning can I use Skuid?
        • Can I use Lightning components in Skuid pages?
      • Salesforce Classic​
        • How do Skuid pages work in Salesforce Classic?
        • Where else in Classic can I use Skuid?
        • What happens if I need to migrate to Lightning after building with Skuid in Classic?
    • Data​
      • Skuid and the Salesforce data model
      • Can Skuid Access…​
        • Objects?
        • Object Relationships?
        • Salesforce field types?
        • Custom settings?
        • Custom metadata?
        • Big Objects?
        • External Objects?
        • Other Salesforce Orgs?
    • Security​
      • Does Skuid store my Salesforce or third-party data?
      • How does Skuid work with Salesforce permission sets, sharing rules, field-level security, and profiles?
      • Does Skuid override Salesforce validation rules and error messages?
      • What security certifications does Skuid have?
    • Performance​
      • Does Skuid have data limits?
      • How can Skuid builders optimize for page performance?
  • Filter by Related Objects
    • Parent and child objects
    • Filter records by related child objects
      • Assumptions
      • Add child relationship fields to the account model [[]]
      • Create a condition on the account model [[]]
      • Create a model on the related (child) object [[]]
      • Create the filter [[]]
        • Add a filter source to create the filter’s “none selected” label [[]]
          • Add an effect to the filter source
        • Add a filter source to create the filter’s options [[]]
          • Add an effect to the filter source
    • The result
    • Troubleshooting
      • Not all expected options displaying [[]]
    • Related resources
      • Skuid Skool

In This Section

  • Concepts
    • Data
      • Authentication Providers and Data Sources
      • Authentication and Skuid
      • Callback URLs/Redirect URIs
      • Data Source Objects
      • Google
        • Google Calendar
        • Google Drive
      • Salesforce
      • SQL
      • REST
        • URL Merge Condition Example
      • OData
        • Create, update, and delete records from SQL Server
      • Troubleshooting
    • Build
      • The Composer
      • The Page Index
      • Context
      • Pages
        • API Versioning in Skuid
          • v2 Page API Migration Utility
        • Create and Customize Skuid Pages
        • Principal and Dependent Pages
        • Page Revisions
        • Optimize Pages
        • Page Packs
        • Modules
        • Page Parameters
      • Models
        • Create and Configure Models
        • Model Conditions
          • Limit Records with a Subquery Condition
        • Model Actions
        • Include Child Fields in a Parent Object
        • Aggregate Models
          • Aggregations in Table and Chart Components
          • An Aggregation Case Study
        • Using Fields
          • UI-Only Fields and Models
            • UI-Only Field Use Cases
          • Field Metadata Overrides
      • Components
        • Layout
          • Accordion
          • Button Set
            • Create a Show/Hide Toggle Button
          • Carousel
          • Masthead
          • Navigation
          • Responsive Grid
          • Tab Container
          • Tab Set
          • Vertical Navigation
          • Wizard
            • Create a New Account Wizard
          • Wrapper
        • Data
          • Calendar
          • Deck
          • File Upload
          • Filter Set
          • Form
          • Header
          • Image
            • Add a Record-Sensitive Image
          • List
          • Message Area
          • Search
            • Creating Search Form and Search Results Pages
          • Table
          • Text
        • Advanced
          • Chatter Feed
          • Page Include
        • Visualizations
          • Before You Chart
          • Chart
          • Geochart
          • Enhancing Charts with Actions
        • Component Accessories
          • Add Drawers to a Table or List
          • Modals
            • Use a Modal to Create New Records
          • Sliding Panels
          • Sort Builder
        • Display Logic
      • Best Practices
        • Page Performance Guide
        • Skuid and Salesforce Lightning Performance Tips
        • Working with Images
      • Debugging Skuid in the Console
      • Logic
        • Filters
          • Filter on Date Ranges
          • Filter on Numeric Ranges
          • Create a Selectable Filter
            • Use Select option to Filter on Date Ranges
            • Use Select option to Filter on a Number Range
            • Use Select option with Builder-generated Options
            • Use Select option with Multiple Conditions and Fields
          • Create a Toggle Filter
          • Filter by Related Objects
        • Action Framework
          • Actions Reference
            • Visual Navigation
            • Model Conditions / Querying Actions
            • Model Data Changes Actions
            • Data Source Specific Actions
            • Platform Actions
            • Logic Actions
            • Component-Context Actions
          • Action Sequences
            • Inputs How-To: Activate and Set a Condition and Requery Model
        • Merge Syntax
          • Global Merge Variables / Functions
          • Row Merge Variables
          • Data source Merge API Reference
        • Skuid and Date/Time
        • Client-Side Validation
    • Style
      • Design System Studio
        • Property Reference
        • Lightning in Skuid
        • Fonts in the Design System Studio
        • Extending Design Systems with Code
      • Label Localization
    • Deploy
      • Salesforce Lightning
      • Salesforce Classic
        • skuid:page Visualforce component
        • Salesforce Dashboards
        • Force.com Sites
      • Page Assignments
      • Salesforce Communities
      • Sandboxes and Connected Orgs
      • License and Permission Assignments
      • ISV and Managed Packages
      • Skuid and the Salesforce Guest User
    • Extend
      • Skuid and Code
        • Skuid and JavaScript
          • Resource Types
          • UI Code
            • Custom Field Renderers
              • Basic virtual-based field renderer
              • Native Date Renderer
              • jQuery Mask
              • Ratings Icons
              • Embedded YouTube Player
        • Salesforce Languages
          • Skuid and Apex
            • Apex Triggers
            • Invocable Methods and the Apex Data Source Action
            • Remote Actions
            • Access Apex as a REST data source
            • Access Web Services using the AJAX Toolkit
          • Skuid and Aura
        • Skuid and Analytics
      • CI/CD with Skuid
      • Automated Testing
        • Example Automated Test with Node.js, Selenium, and Jasmine
  • Reference
    • The Property Library
    • API Reference
      • skuid.debug
      • skuid.runtime
        • skuid.$
        • skuid.actions
        • skuid.ajax
        • skuid.builder.core
        • skuid.builder.core.coreProps
        • skuid.calendar
        • skuid.collaboration
        • skuid.component
        • skuid.componentType
        • skuid.events
        • skuid.formula
        • skuid.hotkeys
        • skuid.label
        • skuid.lightning
        • skuid.load
        • skuid.model
        • skuid.model.Model
        • skuid.mustache
        • skuid.page
        • skuid.sfdc
        • skuid.snippet
        • skuid.time
        • skuid.utils
        • skuid.version
        • Component-Specific APIs
        • Skuid Model Metadata Object
        • Skuid Model Child Relationship Metadata Object
        • Skuid Model Condition Metadata Object
        • Skuid Model Field Metadata Object
        • Skuid Model Record Type Metadata Object
    • Page XML API
    • skuid-sfdx
    • Skuid Metadata Object Reference
      • Authentication providers
      • Data sources
      • Design Systems
      • Files
      • Pages
      • Themes
    • Skuid Glossary
    • Formula and Function Reference
    • Skuid and Date/Time
    • Open Source Software Attributions
  • Site Administration
    • Installing Skuid SFX
    • Upgrading Skuid SFX
    • Single Sign-On
      • SAML 2.0 for Skuid data sources
        • Access Salesforce Data through SSO
      • Implementation Expectations
    • Deprecated in Skuid
    • Content Delivery Network
    • Supported Browsers
    • Using the Keyboard: Shortcuts, Hotkeys, and Accessibility
    • Skuid VPAT for v2
  • Tutorials
    • Skuid Page Tutorials
      • Build a Custom List Page
      • Build a Custom Detail Page
      • Compose a Branded Header and Navigation
      • Compose a One-Page App Using Tab Actions and Conditional Rendering
      • Conditionally Display Fields
      • Highlight Critical Data: Wrappers, Rich Text, and Ui-Only Fields
      • Mass Create Records
      • Show Products in an Opportunity Page
      • Skuid Pages for standard Salesforce CRM
    • Salesforce Tutorials
      • Add Products to an Opportunity via a Modal
      • Add Gmail to Salesforce functionality in your email fields
      • Create a Custom Edit Page and Set Visualforce Overrides
      • Getting Help: Grant Skuid Login Rights to your Org
      • Reclaim the Salesforce Home Page
      • Add and Display Images for a Single Record
    • JavaScript Tutorials
      • Using Skuid with JavaScript: A Primer
  • Legal terms and conditions
  • Skuid SFX Evaluation Guide
    • Overview​
      • What Is Skuid?
      • What are the benefits of Skuid?
      • How does Skuid maximize my Salesforce investment?
      • When is Skuid a good fit?
      • When is Skuid not a good fit?
      • Who uses Skuid?
      • What do customers say about us?
      • What steps does Skuid take to ensure compatibility with future Salesforce releases?
    • Developing Apps with Skuid​
      • The Scalable Kit for User Interface Design (Skuid)
        • Models
        • UI components
        • The Action Framework
        • Display Logic
        • Event System
        • Design System Studio
        • Code Extension
      • The Salesforce Ecosystem​
        • Does Skuid work with Lightning?
        • Does Skuid work with Salesforce Experience Cloud?
        • Is Skuid compatible with other AppExchange apps?
        • What Salesforce products and services does Skuid support?
      • Mobile
    • App Lifecycle Management​
      • Can I build with Skuid in different production environments?
      • Can my entire team develop with Skuid?
      • How does Skuid fit into my company’s CI/CD practices?
      • Analytics​
        • Does Skuid work with my third-party analytics software?
        • Does Skuid work with Einstein Analytics?
        • Build your own analytics tracker with Skuid
    • Architecture​
      • Skuid SFX Architecture
        • How does Skuid work?
        • How does Skuid get data and does Skuid consume API calls?
        • Is Skuid limited to one sObject or Record Type per page?
        • Does my Salesforce application have to be built completely from Skuid?
        • How does Skuid work with Salesforce Process automation and validation?
      • Lightning​
        • How do Skuid pages work in Lightning?
        • Where else in Lightning can I use Skuid?
        • Can I use Lightning components in Skuid pages?
      • Salesforce Classic​
        • How do Skuid pages work in Salesforce Classic?
        • Where else in Classic can I use Skuid?
        • What happens if I need to migrate to Lightning after building with Skuid in Classic?
    • Data​
      • Skuid and the Salesforce data model
      • Can Skuid Access…​
        • Objects?
        • Object Relationships?
        • Salesforce field types?
        • Custom settings?
        • Custom metadata?
        • Big Objects?
        • External Objects?
        • Other Salesforce Orgs?
    • Security​
      • Does Skuid store my Salesforce or third-party data?
      • How does Skuid work with Salesforce permission sets, sharing rules, field-level security, and profiles?
      • Does Skuid override Salesforce validation rules and error messages?
      • What security certifications does Skuid have?
    • Performance​
      • Does Skuid have data limits?
      • How can Skuid builders optimize for page performance?

In This Topic

  • Filter by Related Objects
    • Parent and child objects
    • Filter records by related child objects
      • Assumptions
      • Add child relationship fields to the account model [[]]
      • Create a condition on the account model [[]]
      • Create a model on the related (child) object [[]]
      • Create the filter [[]]
        • Add a filter source to create the filter’s “none selected” label [[]]
          • Add an effect to the filter source
        • Add a filter source to create the filter’s options [[]]
          • Add an effect to the filter source
    • The result
    • Troubleshooting
      • Not all expected options displaying [[]]
    • Related resources
      • Skuid Skool

Filter by Related Objects¶

A Skuid model pulls in data from one primary data object located in one external system. Most filters work on the fields that are directly pulled from the object. But it’s also possible to filter on data from parent or child objects included in the model.

Parent and child objects¶

In many databases, objects/entities can have relationships, sometimes referred to as master-detail relationships (in Salesforce, for example) or parent-child relationships (in Skuid). For example, if using the Salesforce data source:

  • A Case object is associated with the Accounts object because any Case would stem from an active account. Cases is the child of the parent object, Accounts.
  • Similarly, the Account object is associated with the Contacts and Opportunities objects: the company surfaced as an opportunity; contacts were logged and deals negotiated; upon signing a deal, the lead converted to an account. So all three objects are linked by common data. Accounts is the parent object of Contacts and Opportunities.

Filtering on a related parent object from a child object can generally be performed using automatic filters. However, filtering on a related child object from a parent calls for a slightly different strategy.

Filter records by related child objects¶

The following is a step-by-step example of creating a filter on one object that uses a filtering field from a related child object. The result is a filter that narrows the list of accounts by the associated location of the account’s contacts (the state listed in the contact’s mailing or billing address).

In this situation, the account object is the parent; it can exist without any associated child objects, or it can have one (or many) children. The contacts object, on the other hand, is the child of that parent: in a business environment, there is no reason to keep track of contacts unless they are somehow linked to accounts.

Assumptions¶

Note

The example below assumes a Skuid page with:

  • a functioning model on an object that collects data about accounts (here, the Salesforce Account object)

    • This object has a relationship with an object that stores data about the contacts for those accounts (for example, the Salesforce Contacts object)
  • a Table component on that model with fields for:

    • Account Name
    • Account Description
    • and a few other fields

If using a different data source, the field names indicated may be different.

Add child relationship fields to the account model [[]]¶

  1. Under the model name in the Elements pane, click Fields.

  2. In Fields, click the Child Relationship tab.

    • Check Contacts.
  3. In the model’s Fields list, click the Contacts field. This opens a list of fields associated with the Contacts child object.

    • Select Name and MailingState/Province.
  4. Drag-and-drop the Contacts field into the Table component.

Warning

Child fields cannot be added using the Add fields dropdown on the component itself.

  1. Click the newly added Contacts field, and configure in the Properties pane:

    • Template: Click the field picker to add the Name and Mailing State fields. The template will read: {{Name}}, {{MailingState}}.

Note

To increase readability, separate the field names with punctuation.

  • Delimiter: Use a semicolon.
  1. Click Save.

Create a condition on the account model [[]]¶

Now, create a condition to limit the data displayed in the accounts model to those records that actually have contacts.

Because filtering by related child objects can be tricky, this example uses a subquery condition on the primary object (Account) and a sub-condition on the related child object (Contact) to filter the data.

  1. Under the model name in the Elements pane, click Conditions.

  2. Click add Add condition to add a condition that will limit returned records to those that have contacts:

    • Field: Use the field picker to select the Id field for the parent object.

    • Operator: =

    • Value:

      • Content: Result of a subquery.
      • Join object: Contact
      • Join field: AccountId.
    • State:

      • Condition state: Filterable default off.
      • Condition name: Give the condition a helpful name, like AccountId.

Now, filter even more with a sub-condition that limits the account data displayed to those records that actually have contacts with a mailing state indicated.

  1. Click on the condition just created, then click add Add a subcondition.

  2. Click the sub-condition, and make the following edits:

    • Field: Use the field picker to select Mailing State from the child object.

    • Operator: =

    • Value: Leave blank.

    • State:

      • Condition state: Filterable default off.
      • Condition name: Give the condition a helpful name, like MailingState.

Create a model on the related (child) object [[]]¶

Click add Add Model to create a model on the related child object—the Contacts object. This model will be used to aggregate the list of states where contacts live.

Then configure that model:

  1. Model behavior: Aggregate

  2. Max # of records (limit): Make blank

  3. Under the model name in the Elements pane, click Groupings, and edit:

    • Grouping method: Simple
    • Grouping field: Select the same geographical string field used in the sub-condition created above (i.e. MailingState).
  4. Click Save.

Create the filter [[]]¶

Time to create the filter.

  1. On the Table component, click Add feature > Table filter.

Note

You can also add a filter by dragging and dropping a Filter Set component into the page and adding a filter to it.

  1. Click the Filter button, and configure:

    • Filter type: Select option
    • Filter method: Server
    • Pick options and conditions: Manually.
    • Filter label: Contact State
    • Model condition to affect: Choose the sub-condition created above.

Add a filter source to create the filter’s “none selected” label [[]]¶

The easiest way to add a “none selected” label to a filter is by checking Create “None Selected” option in the Filter Properties, then filling in the “None Selected” option text with a short label.

However, this doesn’t always work with conditions and sub-conditions. Instead, add a filter source:

  1. On the filter, click the Sources tab. Click add Add option source, then configure:

    • Source type: Manual.
  2. On the new source, click add Add option and edit:

    • What condition will this option affect?: Affect other conditions
    • Label: The label to go on the filter, for example, “Pick a state.”
Add an effect to the filter source¶
  1. On the filter source, click Add effect and edit:

    • Action: De-activate
    • Model condition: Choose the condition created on the account object, AccountID.
  2. Click Save.

Add a filter source to create the filter’s options [[]]¶

Because this filter uses a sub-condition built on the related child object, the options for the filter must come from that object’s model.

  1. On the filter, click the Sources tab. Click add Add option source, then configure:

    • Source type: Rows in a model.
    • Merge source: Contacts (the model on the related child object)
    • Option label template: Use the state field: {{mailingState}}.
    • Which conditions will this source’s options affect?: Default condition and others.
    • Value to inject into the default condition: Use the state field: {{mailingState}}.
Add an effect to the filter source¶
  1. On the filter source, click Add effect and edit:

    • Action: Activate
    • Model condition: Choose the condition created on the account object, AccountID.
  2. Click Save, then click Preview.

The result¶

The Table component lists all accounts on page load. However, when the filter is activated, the filters narrows the Table’s data to show only the accounts that have contacts (the condition on the parent model) and from that list, further narrows to those accounts that have at least one contact with a mailing address in the selected state (the sub-condition on the parent model).

Troubleshooting¶

Not all expected options displaying [[]]¶

  1. In the primary Model, click Fields.

  2. Click the child field.

  3. In the property pane, click the Properties tab.

    • Max # of records to display: This property defaults to 10, which means that Skuid only displays 10 options. However, if there are many associated records, it may be useful to increase the number, or remove the limit entirely by making it blank.

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Last updated on Mar 22, 2023.

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