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I have a DocGen that is run from the account page using multiple Salesforce reports, each with a filter on the <<Account_External_Reference>> (using pv0=), is it possible to add an either/or filter? ie filter on <<Account_External_Reference>> or <<Account_Parent_External_Reference>>

@Lou Yes this is possible, below is a couple useful parameters and an example.





  • To set filter logic use bool_filter= (can use AND/OR logic to apply to filters)
    Use "%20" instead of spaces.


  • To set filter values use pv0= (or pv1, pv2, ...)


  • To set filter operators use pn0= (or pn1, pn2, ...)


  • Arguments for pn#:




eq = equals
ne = not equals
lt = less than
le = less than or equals
gt = greater than
ge = greater than or equals
co = contains



For example: bool_filter=1%20and%20(2%20or%203%20or%204)and%205&pn1=gt&pn2=gt&pn3=gt&pv1=>&pv2=>&pv3=>&pv4=!param1

Hi Leigh, this helps but unfortunately I am hindered by the way the data is structured as there are lots of blanks. Not every case has both the account or parent account reference fields populated so I also need to eliminate blank records.

@Lou You should be able to add filtering to the report to remove blanks. Alternatively does it need to be a report, you could look at using a relationship and that may be easier to filter.

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