Configure Dynamic Filters for Dynamic Grid

Dynamic Filters allow users to refine the data displayed in a Dynamic Grid without writing code. Filters can be linked to Data Sources and applied to Dynamic Grid Data Sources for interactive, user-driven experiences.

Overview

Dynamic Filters:

• Enable users to narrow down results in a Dynamic Grid.

• Work with SOQL-based Data Sources or Apex-based Data Sources.

• Are configured using Custom Metadata Types.

Prerequisites

• Dynamic Grid and Data Sources must already be configured.

• Ensure profiles have access to Apex classes:

  • DynamicGridUi

  • DataSourceUi
    (Setup > Profiles > Apex Class Access)

Steps to Configure Dynamic Filters

Step 1: Create Filter Metadata

1. Navigate to Setup > Custom Metadata Types.

2. Select Dynamic Grid Filter and click Manage Records.

3. Click New and provide:

   • Label and Name (meaningful values).

   • Filter Type:

     • Picklist (for predefined values).

     • Text (for free text input).

     • Checkbox (for boolean filters).

   • Field API Name: The field in the object to filter on.

   • Operator: Equals, Contains, Starts With, etc.

   • Default Value (optional).

4. Click Save.

Step 2: Link Filter to Data Source

1. Go to Dynamic Grid Data Source metadata records.

2. Edit the record and add the filter reference in the Filter section.

3. Ensure the filter matches the fields available in the Data Source query.

Step 3: Add Filter Component to Member Portal

1. Open Experience Builder.

2. Select the Dynamic Grid that you want to contain a filter

3. From the Dynamic Grid configuration menu, select “Display Filters”

Step 5: Publish the Site

Best Practices

• Use Picklist filters for controlled values.

• Combine multiple filters for advanced search.

• Validate SOQL queries to ensure filters work correctly.

Troubleshooting

• If filters don’t apply:

  • Check that the filter field exists in the Data Source query.

  • Verify metadata records are active.

  • Confirm Apex class permissions.