Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

When configuring the Record Sets that are including in the sync scope of the Axsy Mobile App, the Axsy Config Tool includes the ability to configure, for the top-level object being synced, the object tree of related records that should also be synced.

Whenever a parent object in the object tree has a 1-to-many relationship with a child object - i.e. the child object is a related list on the parent object -  it is possible to optionally define filter criteria on which child records should be included in the sync rather than include all child records.

NOTE: A relationship between a parent and child object that is 1-to-many will be visualised in the object tree by 3 lines to the right of its icon. A 1-to-1 relationship will be visualised with a single line to the right of its icon.

To define filter criteria for a related list during editing of the sync object tree:

  1. Select the pencil icon next to the related list that is to be filtered
  2. Select the Filter tab
  3. Select the Enable Filter button
  4. Add one or more filter criteria based on field values and, if multiple criteria are added, specify what logic should be used to combine them via AND and OR rules
  5. select the OK button

Figure 1 - In the above example, the Account object has a related list for Cases on which filtering can be applied

Figure 2 - If not already enabled, use the "Enable Filter" button to add a filter to the Cases related list

Figure 3 - In the example, applying the above filter will only sync related list Case records that match both the provided "Status" value AND "Type" value