interactive filter

[suresh kaliappa]

Hi All,

I need help upon interactive filter can someone please help me in this?

My requirement is sn_task is a table and sn_case is a parent table for sn_task. in sn_case table there is a field called event type and this is a drop down field. Now i want to create an interactive filter for sn_task table based on the event type data in sn_case table. But while creating the new interactive filter record the event type field is not available while dot walking. I selected table as sn_task and in field section i tried dot walking to the fields in sn_case but this particular field was not displaying.

[pr8172510]

Hi Suresh,

What’s happening

Interactive Filters only show:

• Fields from the selected table
• And limited dot-walked fields (mainly reference fields)

If event_type is not appearing while dot-walking, it usually means:

• The relationship between sn_task → sn_case is not a direct reference field
• Or the field is not exposed in a way Interactive Filters can use

---

How to approach this

1. Verify relationship

Check how sn_task is linked to sn_case:

• Is it via a reference field like case or parent?

If yes:

• Try dot-walking like:

  case.event_type

If it still doesn’t show → it’s a platform limitation for Interactive Filters.

---

Recommended solutions

Option 1: Create a field on sn_task (best approach)

Add a field on sn_task, for example:

• u_event_type

Then:

• Populate it from sn_case.event_type using:
  • Business Rule (on insert/update)
  • Or Flow Designer

This makes it directly available for Interactive Filters

---

Option 2: Use Database View (alternative)

• Create a DB View joining:
  • sn_task
  • sn_case
• Include event_type

Then build report + interactive filter on the DB view

---

Option 3: Scripted filter (advanced)

If using dashboards:

• Create a scripted filter or custom component
• Fetch values dynamically

---

Why dot-walk fails here

Interactive Filters don’t fully support:

• Deep dot-walking
• Non-indexed / non-direct fields

So even though dot-walking works in reports, it may not appear in filter configuration.