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  5. Selecting Which Records to Display

Selecting Which Records to Display

Isimio allows the administrator to select which records will be loaded from any given object that is configured in the system. For example, you may wish to only schedule cases that are not already closed.

Creating filters is also a great way to improve performance and reduce the amount of data that needs to be loaded at startup.

To create a filter, open the Schedule Objects tab from the Isimio app in Salesforce. Find the object you want to filter, and edit the record. In the Filter field, enter any valid SOQL where clause. Here are several examples:

Only load records with a record type called “Candidate”
RecordType.DeveloperName = “Candidate”

Only load opportunities that are not Closed Won or Lost
StageName != “Closed Lost” AND StageName != “Closed Won”

Load accounts that are either active or new
Status__c = “Active” OR CreatedDate >= YESTERDAY

User-Level Filtering

Filters can utilise user-level configuration in order to load a different set of records for different users, or to allow a user to switch between different sets of records to be loaded.

Isimio provides an ability to create user-level configurations. If you have set a configuration value in this way, you can use it as a merge field in object filters.

For example, assume an administrator had created a personal configuration called CaseRecordType. An object filter can be set as follows:

RecordType.DeveloperName = “{!CaseRecordType}”

The word {!CaseRecordType} will be replaced with the value of the personal config variable CaseRecordType.

When using personal config variables for object filters, remember to have at least one record marked as global to serve as the default value. Otherwise, new users or ones who do not have a personal value in the configuration will fail to load any records.