Portal , queryRecordType queryFilter

Certified Senior Developer

I want to use a queryRecordType in a portal interface and obtain the data, but I need to filter the data so as not to recover everything. What should I do to be able to filter the data since it does not allow me to use a queryFilter in the portla interface? I get this message: "Service Account", I have the Service Account user configured as administrator in the record in case it could be due to permissions

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  • 0
    Certified Senior Developer

      

    IGNORE WARNING IT WILL WORK IN PORTAL AS IS. Test and verify in portal and interface it will work as expected.
    We know this unexpected behaviour, You can use queryFilter in portals to retrieve filter data.


    If you are still looking for better approach go through below mentioned steps.

    If your goal is to pre-filter data using specific criteria before it's even retrieved with a!queryRecord, you'll need to use the Process Model Filtering approach.
    Trigger a process model execution from a button or link within your portal.
    The process model itself can handle data retrieval and filtering using a!queryRecordType with a!queryFilter
    Save the filtered data in process variable and pass to interface.

    Let me know if that works for you

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  • 0
    Certified Senior Developer

      

    IGNORE WARNING IT WILL WORK IN PORTAL AS IS. Test and verify in portal and interface it will work as expected.
    We know this unexpected behaviour, You can use queryFilter in portals to retrieve filter data.


    If you are still looking for better approach go through below mentioned steps.

    If your goal is to pre-filter data using specific criteria before it's even retrieved with a!queryRecord, you'll need to use the Process Model Filtering approach.
    Trigger a process model execution from a button or link within your portal.
    The process model itself can handle data retrieval and filtering using a!queryRecordType with a!queryFilter
    Save the filtered data in process variable and pass to interface.

    Let me know if that works for you

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