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View Filtering on Metadata Relationship Fields
When you create a view and filter on a relationship field of a custom metadata type, use these guidelines for entering the filter values.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions You can create, edit, and delete custom metadata type records from installed packages in: Group and Professional Editions |
Setup doesn’t provide a lookup window because the list of values is potentially long and unwieldy. Use the following guidelines to determine which values to enter when specifying the filter criteria in the Filter By Additional Fields section.
See Also
Filter by an EntityDefinition Relationship Field to Find Records that Reference a Particular Object
- Select the child’s metadata relationship field.
- Select the operator.
- For the filter value, enter the object name of the referenced object. To find the object name of a custom object, navigate to its Setup management page. For a standard object, use its API name.
Filter by a FieldDefinition Relationship Field to Find Records that Reference a Particular Field
- Select the child’s metadata relationship field.
- Select the operator.
- For the filter value, enter the field name of the referenced field. To find the field name of a custom field, navigate to its Setup management page.
- Specify a separate, additional filter criteria for the controlling entity definition. Both filters are required when filtering on a field definition relationship field.
Filter by a Relationship Field to Find Records that Reference a Record of Another Custom Metadata Type
- Select the child’s metadata relationship field.
- Select the operator.
- For the filter value, enter the name of the custom metadata type of the parent’s record. To find the name of a custom metadata record, navigate to its detail page.
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