How to Pass Filters as URL Parameters to a Dashboard

From version 8.2 users have the capability to seamlessly navigate to the Work-Relay Task Manager with pre-set filter parameters through a dedicated URL. This allows more functional integration with external systems and improves cross-system navigation efficiency.

Assumptions & Dependencies:

  • The user has the necessary permissions and licenses to access the Work-Relay Task Manager.
  • The external system integrating with Work-Relay can construct and send URLs using the required format.

The URL for the Task manager may be constructed in the following format:  https://my_server.lightning.force.com/lightning/n/Dashboards_Lightning#%filters% where %filters% is a filters parameter specified in JSON format and encoded in Base64.

The Filters parameter has the following properties:

  • filters - An array of objects with "name", "operator" and "value" properties.
  • fliterLogic - A text expression which must correspond to logic rules, and operate with "filters" array elements indexes.
  • view - The name of View for which the filter will be applied.

The example of filters parameter in JSON format:

{
  filters: [{  
    "name": "task_title",
    "operator": "not equal to",
    "value": "test1"
  },{
    "name": "task_title",
    "operator": "equals",
    "value": "test2" 
  }],
  filterLogic: "1 OR 2",
  view: "All Tasks"
}

An example Base64-encoded filters parameter:

eyJmaWx0ZXJzIjpbeyJuYW1lIjoidGFza190aXRsZSIsIm9wZXJhdG9yIjoibm90IGVxdWFsIHRvIiwidmFsdWUiOiJ0ZXN0MSJ9LHsibmFtZSI6InRhc2tfdGl0bGUiLCJvcGVyYXRvciI6ImVxdWFscyIsInZhbHVlIjoidGVzdDIifV0sImZpbHRlckxvZ2ljIjoiMSBPUiAyIiwidmlldyI6IkFsbCBUYXNrcyJ9

The resulting Filters that will be applied to the Task Manager screen opened by that URL:

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