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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 Salesforce Knowledge Articles and Chatter Answers to classify articles and help users browse content.
There is no field titled Data Category available with the standard or custom report types, but the Data Category information is available as a Cross Filter in the 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

 
Ladataan
Salesforce Help | Article