Dynamic Filter

Apply Dynamic Filter for Wave Embedded

Dynamic Filters allow you to filter grid data at runtime using values passed from the surrounding context such as a Flow, component, or configuration instead of fixed (static) filter values.

They are especially useful when the filter value needs to change based on:

• The current record

• User input

• Flow variables or component parameters

Availability Dynamic Filters are supported only in Wave Embedded.

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How Dynamic Filter Work

Unlike standard filters where you manually enter values, Dynamic Filters:

• Receive values dynamically at runtime

• Apply those values directly to the Salesforce query

• Do not behave like standard Salesforce UI filters

Because of this, some UI behaviors differ from regular filters.

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Supported Input and Format Rules

Dynamic Filters work only with supported formats and syntax. Using unsupported formats may cause the filter to fail or behave unexpectedly.

Date Fields

• Date values must be provided in UTC format

• Supported format: YYYY-MM-DD

❌ Other date formats are not supported.

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Runtime UI Behavior (What You’ll See)

Dynamic Filters do not render like standard Salesforce filters.

UI Differences to Note

• IN operator

  • Values are applied, but value “chips” are not displayed

• Date fields

  • No date picker is shown

• Displayed values

  • The grid shows the actual values used in the Salesforce query, not a formatted or user-friendly version

This is expected behavior and does not affect the results.

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DateTime Fields

• Users can provide DateTime values in their local timezone

• At runtime:

  • The value is converted and stored in UTC

  • The displayed value also appears in UTC DateTime format

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Case Sensitivity (Very Important)

Dynamic Filter variable names are case-sensitive.

When passing values from:

• Flows

• Components

• Configurations

✔ The variable name must match exactly (including uppercase and lowercase letters). ❌ Any mismatch will cause the filter to fail.

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Reference and Lookup Field Behavior

Filters on Reference Lookup Fields

• Only record IDs are supported as input values

Filters on Lookup Name Fields

You may provide:

• All record IDs or

• All lookup names

Important Limitation You cannot mix record IDs and lookup names in the same filter condition.

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App Page Limitations

Dynamic Filters on App Pages do not support the $record. syntax.

This means:

• Record-specific values cannot be resolved dynamically on App Pages

• $record.FieldName works in supported contexts (such as Embedded scenarios), but not on App Pages

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Using Dynamic Filters in Flows

When configuring Dynamic Filters in a Flow:

• Follow the supported syntax exactly

• Avoid extra spaces or unsupported characters

Incorrect formatting may cause:

• Filters not to apply

• Incorrect or empty results

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Filter Syntax Rules

Basic Format

Each filter condition must follow this structure:

FieldAPIName=Value1,Value2

Multiple Conditions

• Use a semicolon (;) to separate filter conditions

• Use a comma (,) to separate multiple values within one condition

Spacing Rules

• Spaces are not supported

• Avoid leading or trailing spaces in values or separators

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Example

Name=Maria,Bella,Andy;Stage=ClosedWon,ClosedLost;

What This Does

• Name filter Shows records where the Name is Maria, Bella, or Andy

• Stage filter Shows records where the Stage is Closed Won or Closed Lost

• The semicolon (;) separates each filter condition

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App Page Dynamic Filter Configuration Examples

Dynamic Value Assignment

Use values from the current record:

FieldAPIName=$record.API_Name__c;
StageName=$record.StageName;
Name=$record.Name;

Static Value Assignment

Use fixed values:

FieldAPIName=StaticValue;
StageName=Needs;
Name=Maria;

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Key Things to Remember

• Dynamic Filters are evaluated at runtime

• Date and DateTime values must use UTC

• Variable names are case-sensitive

• Do not mix record IDs and lookup names in the same filter

• UI behavior may differ from standard Salesforce filters

• App Pages have limited Dynamic Filter support