Embedded Cards in Salesforce: Dynamic Filter

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@CJwrote:
Hey Josh, I had the same issue. I was reading this post and almost thought I wrote it. Lol.

Fortunately there is something you can do to start with. It’s not ideal as the ideal state would be all the way down to the card level filter parameters with the embed feature, but it works for us and I think it will work for you as well. So here we go.....

Domo pages can be passed filters via a query string. So you can embed pages via a visualforce page and pass account or any other id’s to the page. It will then filter the entire page on the field or fields you want.

Here is the pfilters structure you can append to any domo page or card url to pass filtering:
pfilters=[{"dataSetId":<ID>, "column": "<Column Name>", "dataType": "<string |number | date>" , "operand":"IN", "values":<Array of values>}]

One other neat feature is if you have cards that are using different data sets, blends or etl’s and want to filter them all on a common field then just leave the data set blank. As long as all of your data sets share the same field name they will all filter on the value you passed even though the are not the same data set.

I have not been able to find a solution for single cards yet but my suggestion to Domo is to add this querystring capability to the embed card functionality and now we have max flexibility and don’t need to load the whole Domo interface in the SalesForce view.

Hope this helps.

CJ

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Hi @CJ, I was able  to achieve the page filters as per your suggestion and also per the information available in Best Mode. But my requirement is When I login into Salesforce as an admin I need to view all the details in the embeded cards(My Cards is simple line Graph between Agents and No Of Consumers) and if I login as an Agent I need to view only that Agents data.

Any suggestions on the above filtering method would be helpful.

@CJwrote:

Do you have a field in the data set that Id's the individual agent?  If you do then just pass that from Salesforce as a filter value on that column when not logged in as an admin.  When you are an admin then don't pass the filter value and you should get all the data to power those cards.

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@CJ : Yes I do have the field in the Dataset that holds the ID's of the individual agent. As I am new to this tool as in DOMO and SalesForce. Can you please let me know the ellaborated steps to pass the id as a filter value when admin and when as an agent. It would be helpful for me as well other users. Thanks in advance for your support.

This is great,we can use it to filter individual embedded cards within our visualforce page. Thank you so much for posting!!

Is there any way you can share with me the url you used in the salesforce Iframe? (remove any sensitive data and replace with generic terms) 

I can't figure out how to pass the data in the URL....

this is all I'm able to get working:

<apex:page standardController="Account">

<iframe src="https://mycompany.domo.com/embed/card/720220402?" width="350" height="250" marginheight="0" marginwidth="0" frameborder="0" scrolling="no"></iframe></apex:page>

Thank you for this, I'm a neophyte when it comes to HTML.  

I'm trying to pass the Account.ID field from a salesforce page into the value to filter.  How would that look in the code you attached?    I half a33ed this and got a pfilter error on my visual force page.  I don't know what string to put in the code.  When my guys are in Salesforce and they are on Acme's Account page in I want to pass that Account.ID from Salesforce into this string. Somehow....

https://mycompany.domo.com/embed/card/12345679?enable=title,summary,&pfilters=
[{%22column%22:%22<Account.Id>>%22,%22dataType%22:%22<STRING>%22,%22operand%22:%22<IN=>%22,%22values%22:[%22<VALUE TO FILTER AS>%22]}]

thank you, but that is what I don't understand.  The account ID is going to change depending on what account they are viewing in Salesforce

Ok, I've got to be close b/c now my only "error" is the card in Domo when posted in Salesforce says: No Data Filtered in Range.  

<iframe src="https://mycompany.domo.com/embed/card/8876?enable=title&amp;pfilters=[{"column":"Account.Id","dataType":"STRING","operand":"IN","values":["Account.Id AS%22]}]
" width="600" height="550" marginheight="0" marginwidth="0" frameborder="0" scrolling="yes"></iframe></apex:page>

Unfortunately in your case it looks like you'll have to write a javascript function to find and pass the account ID from the current page URL into the Domo iframe URL.

Hey @canio, with your solution, was SSO required? I've tried to replicate your solution but the Filter doesn't seem to be sticking for Account Name on my end.