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Filter a Report based on a Data Category in Salesforce Classic

Julkaisupäivä: Oct 13, 2022
Kuvaus

Data Categories are used in Knowledge Articles and Chatter Answers to classify articles and help users browse content. 

There isn't a field titled Data Category available with the standard or custom report types, but the Data Category information is available as a Cross Filter in Knowledge Articles standard report type.

Ratkaisu

To filter by Data Category:

1. Click Reports and select a report on Knowledge (for example, Knowledge Articles)
2. Next to Filter, click the Add drop down.
3. Select the Data Category Cross Filter.


Notes:

  • Data Category is a Hierarchy structure, so the operators At equates to the regular Equals operation found commonly in other filters.
  • The filters for AboveBelow, and above or below include the Data Category itself. For example, if you create a filter for "Product above 'X'", the report returns articles for Data Category X as well as any categories above it in the Data Category Hierarchy.
  • Filtering on Data Categories is only available in Classic reporting. To report on Data Categories in Lightning, a Knowledge_DataCategorySelection relationship is available for some objects while creating custom report types on Knowledge.
Knowledge-artikkelin numero

000387257

 
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Salesforce Help | Article