Introduction

Orenda Grids - Extended Related Lists (or XRL) allows you to control the data fetched in data views from the database with server-side filters. As discussed in previous article about Server-side filter, any user can control the records displayed in the data set of the Salesforce views at the server level with an easy-to-use SOQL query builder. In this article, you will learn how to add server filter for any column in the XRL UI itself, depending upon the total number of records. You can select different operations, and those operations will be applicable when fetching data from the server. The list in the following table contains all the filtering criteria for individual data type.

Procedure

We will walk through Cases XRL example to show how to enable dynamic server filters on XRL.

Step 1: Click on the gear icon on extreme right of XRL view and select Configure option.

Step 2: Click on the Server Filter tab in configuration wizard.

Step 3: From the Available Fields option, select the column on which you want to enable ad hoc server-side filtering. It will reflect on Selected Fields on right hand side. You can opt for multiple fields as required.

Step 4: Next go to Table Settings tab in configuration wizard.

Step 6: In Bulk Threshold option, enter any value such as 1.

Step 7: Click on Save button to update the same view or click on Save As to create a new view with updated settings.

Step 7: You will get the XRL View as seen below with Case Origin server filter and no records in the view. Click on Apply button to load the records as defined in the settings. You can also load all records by selecting Load All button next to Apply.

Step 8:  You can select filtering criteria and values as shown below.

Result

By following these steps, users can enable server-side filters on Orenda Grids - Extended Related Lists (XRL) to dynamically control the data fetched for specific columns. This functionality allows for applying precise filters directly in the XRL UI, selecting multiple fields as needed, and setting a bulk threshold to limit data loads. The updated view can be saved or used as a new configuration, and users can fetch records on-demand by applying the defined filters or loading all records as required. This approach streamlines data retrieval, improves system performance, and ensures that only relevant records are displayed in the view.

Check out our article on Client-side filters further and learn how server-side and client-side filters aid you in quickly finding the correct data at the right time in Salesforce views.