The Query Details tab of a Record Set is where you can refine what data for the Object is synced to the app by either creating a set of SOQL-based conditions, or selecting a List View for the Object created on the Salesforce Platform.
Create a Query Chain and Query
Firstly, you need to create a Query Chain and then a Query to be contained by it. Navigate to the Query Details tab of a Record Set, select Add for both and name them.
You can create multiple Query Chains which each can contain multiple Queries.
Configure the Query
Once you have created the Query name, you can then create the Query. There are two methods by which you can create the Query: Filters or List Views. Filters allow for more complex querying of data by using SOQL, while List Views are taken from what is currently available in your Org on the Salesforce Platform.
The Filter Tool is a way to create one or more conditions for the query. Once created, Filter Logic can then be applied to the conditions to determine how they will be combined during the app's initial sync.
1. Select the Filter button under the Query Details tab for a Record Set, and then select Add Condition.
2. Select the Field, Operator and Value to create the logic for your condition and then select Done.
3. The conditions will be formatted with SOQL-style syntax and API Field Names inserted. You can then organise the way in which the filters will be implemented by creating Filter Logic.
All filters must be a part of the Filter Logic. Otherwise, an error message will appear that will prevent changes from being saved.
A Salesforce List View can be used to filter the data being synced to the Axsy Mobile App.
Select the List Views button under the Query Details tab for a Record Set and select a List View.
Order the Queries
A Query Chain can contain one or more Queries that can be ordered in a way to retrieve specific results for more complex data queries. The order that is defined here is the order that the app processes the queries, and so the output of one query can be used as the data source for another.
1. Ensure you have a Query Chain containing at least two Queries.
2. Select Reorder and then use the arrows to make changes to the order of the queries in the Chain.
