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: