Filtering Properties

Hello,

You can create a parent/child object and the property on metadata will filter by default, depending on what "Parent" property you chose.

For example:

make "Customer" parent of "Sales Person" property. In the value list of Customer, you can than add "sales persons" for each Customer. And when you select Customer 1 it will only show Sales Persons that are related to Customer 1.

Hope this is at least a little bit understandable and helpfull. If you need anything just ask.

Cheers Dejan

Hello Dejan,

The Sales Person is getting information from Employee Objects.

I do not want to create multiple sub-objects with the same Sales Person, just to make a parent-child relation.

The only solution I found, is that if on Employee metadata card, I add the clients to which the Sales Person should have access, the filtering works.

Hello Dejan,

The Sales Person is getting information from Employee Objects.

I do not want to create multiple sub-objects with the same Sales Person, just to make a parent-child relation.

The only solution I found, is that if on Employee metadata card, I add the clients to which the Sales Person should have access, the filtering works.

Yeah, I agree, that is true. That is an okay solution, to add clients to the employee metadata card. but I think it might be too heavy on maintenance in long term. 

Well I think this can be easily configured with Managed Properties, but I don't know how it will it affect the solution performance wise.

I was hoping I can use the "Relationships from this objects" as filter.