Page Comparison

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The following data types and their corresponding operators are supported for CMDT filters:

Data Type	Operator Label	Operator Value
Phone	EQUALS	`=`
	NOTEQUALS	`!=`
	CONTAINS	`LIKE`
	NOTCONTAINS	`NOT LIKE`
Text Picklist	EQUALS	`=`
	NOTEQUALS	`!=`
	CONTAINS	`LIKE`
	NOTCONTAINS	`NOT LIKE`
Date, Number, Currency, Percent	EQUALS	`=`
	NOTEQUALS	`!=`
	LESSTHAN	`<`
	GREATERTHAN	`>`
	LESSTHANEQUAL	`<=`
	GREATERTHANEQUAL	`>=`

Note

In the Add modal, when using the operators LESSTHAN, GREATERTHAN, LESSTHANEQUAL, or GREATERTHANEQUAL with a Field-type filter, the field must be included in the modal and must contain a value. In the case of Value it works fine, irrespective.

Similarly, in the Edit modal, if you're using the operators LESSTHAN, GREATERTHAN, LESSTHANEQUAL, or GREATERTHANEQUAL with a Field-type filter, the field must have a value. In the case of Value it works fine, irrespective.

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Editable Fields: Users can edit only the IsActive field and the Filter Condition.
Non-editable Fields: Remaining fields cannot be modified by the user.

Out of the box Lookup Filter Label Mappings:

Label	Purpose
Parent Activity on IP DL Excel	Activities from the same Implementation Plan should display in the LWC lookups and reference tab in the downloaded template
PI on Add Activity Modal	Project Indicators from the same Project should display in the LWC lookups and reference tab in the downloaded template
PI on Edit Activity Modal	Project Indicators from the same Project should display in the LWC lookups and reference tab in the downloaded template
PI on IP DL Excel	Project Indicators from the same Project should display in the LWC lookups and reference tab in the downloaded template
FO on Add Activity Modal	Framework Objectives from the same Project should display in the LWC lookups and reference tab in downloaded template
FO on Edit Activity Modal	Framework Objectives from the same Project should display in the LWC lookups and reference tab in downloaded template
FO on IP DL Excel	Framework Objectives from the same Project should display in the LWC lookups and reference tab in downloaded template
Activity on Financial Plan DL Excel	Activities from the same Project should display in the planning template
Activity on Financial Report DL Excel	Activities from the same Project should display in the reporting template
Budget on Financial Report DL Excel	Budgets from the same Project should display in the reporting template

Error Handling

Invalid Filter: An error is raised if the filter conditions are incorrect.
API Errors: Errors occur if any API referenced in the filter is unavailable.
Field Access Issues: If there is no access to a specified field in the filter, it will trigger an error.
LWC Components: If one filter fails, the default values will display, ignoring all other valid filters.
Download/Upload: If one filter fails, the remaining valid filters are still applied to their respective lookups.

Versions Compared

Old Version 2

New Version 3

Key

Error Handling