Filter by Related Objects¶

Assumptions¶

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

1. Under the model name in the App 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.

5. 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}}.

6. 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 App Elements pane, click Conditions.

2. Click fa-plus-circle 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 fa-plus-circle Add a Sub-Condition.

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 fa-plus-circle Add Models 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 App 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 Features > Add Table Filter.

2. Click the Filter element, and configure:

   • Filter Type: Select Option
   • Filter Method: Server
   • Pick Options and Conditions: Manually.
   • Model Condition to Affect: Choose the sub-condition created above, MailingState.
   • Show Label above Filter: Yes, use custom label.
   • Filter Label: Contact State
   • Create “None Selected” Option: Uncheck.

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.