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Feature Request FR-2875
Product Area Page Components
Status CLOSED

15 Voters

Improve faceted search / smart filter with IR/IG

ezequiel.fuentes Public
· Dec 7 2022

Idea Summary
Being able to work with faceted searches or smart filters with interactive reports (IR) and interactive grids (IG).

Use Case
Currently, it is only possible to work with faceted searches / smart filters with a classic report. As we already know, these reports are very basic and do not allow many of the options that the IR/IG bring. It would be very useful to be able to mix faceted searches / smart filters with IR/IG.

Preferred Solution
Inside the faceted search region or smart filter region is the "filtered region" property. This property currently only allows you to choose classic reports. The new implementation should be able to allow to also select IR and IG in the dropdown.

We reviewed this idea carefully, and while it was interesting, we concluded that it is unlikely to make its way into APEX in the foreseeable future.

Comments

Comments

  • jayson hanes Admin OP 2.6 years ago

    I've thought about this in the past (and made it work) but at the end of the day, it just doesn't make sense with IG and IR – unless you lock down all the features of those region report types (disable add/removing columns, hiding, etc) which ends up being a CR anyway… FWIW, the trick I used was to add a FS with CR on the page, hide the CR, and use the FS page items in the where clause of the SQL query on the IG/IR in question..

  • stew stryker OP 2.5 years ago

    Jayson,

    I probably don't understand how the Faceted Search refreshes the Classic Report enough to understand why you would need to lock down all the features of your IG. 

    I'm trying to do something very similar providing a region of “Easy Filter” page items that addFilters to the IG and I only turned off the users' ability to Filter. I'm also using CSS to hide the current Filters region, so the user can't edit them from there (and be out of sync with my Easy Filters.

    I'm pretty close to having it all working, including restoring saved reports, though a) It hasn't been easy (because of my limited JS knowledge) and b) I haven't done exhaustive testing yet.

    I'm guessing it's an issue with the Faceted Search items?

  • jayson hanes Admin OP 2.5 years ago

    Think about the IR and IG - by default, columns can be removed from the report - how does that make sense if there is (or easily could be) a facet defined still?

  • stew stryker OP 2.5 years ago

    Why shouldn't I be able to filter on a column, just because the user doesn't want that column visible? Are you saying that facets can only be defined for visible columns (or am I missing your point)?

    I have only played with faceted reports for demo purposes, so I haven't thought about how they work that much. That's because our users want IR/IG report features (especially hide/show columns).

  • jayson hanes Admin OP 2.5 years ago

    no i'm not saying that - it would be a strange UX for that to be the way it worked

  • stew stryker OP 2.5 years ago

    I guess we'll agree do disagree on that. 

    Our lead stakeholder specifically said they wouldn't have a problem filtering on a field that wasn't visible in the report. She's not a UX expert, but she's a VP here, so that's good enough for me. ;-)

    Thanks for the feedback

  • shakeeb.rahman Admin OP 2.5 years ago

    Hi Stew,

    The topic of how we can get Faceted Search / Smart Filters to work with Interactive Reports / Interactive Grids has been discussed a few times internally within the team. 

    It comes down to how IRR/IGs provide their own handling for filtering, sorting, and search (among other things) when compared to Faceted Search and Smart Filters, which provide this capability for target region. 

    The same applies for Order By Page Item feature, which works for most components, except for IRR/IG as they handle sorting for you. Unfortunately, it is quite complex to keep filters/search/sorting.. in sync with Faceted Search and IRR/IG regions.

    I agree this would be a very cool feature, but there are sizable technical and UX implications we need to address to get this to work correctly.

    Re: Filtering on hidden fields
    While, we tend to filter on fields that are visible, filtering on fields that are hidden is totally normal, especially depending on the use case. For example, when you're searching for hotels, you may want to filter by amenities (e.g. free breakfast or airport shuttle) that may not be displayed in the results. 

    Thanks for sharing your idea, and please do continue to participate in the Ideas app!

    Shakeeb

  • stew stryker OP 2.5 years ago

    Shakeeb and Jayson,

    I'm sure the team has consumed many adult beverages over many evenings discussing this topic!

    Thanks for taking the time to clue me in a little. 

    Having tried to implement my highly-simplified version without Faceted Search/Smart Filters, I can readily understand that integrating them with the power of IGs would be extremely complex.

    Your example of filtering on hidden columns is a perfect example of why it's needed sometimes.

    My thanks to the entire Apex team for all their hard work. While we may not always comprehend it, we appreciate it!

    Stew

  • matt ball OP 2.4 years ago

    I’ve supported this because my organisation does use IGs with the action bar turned off in 99% of cases. We don’t believe that the affordances of the IG action bar are clear enough for our average users. So we are building something akin to search bars or facets  ourselves. We’d rather be spending our time doing cooler things that deliver more benefit. We never used Query By Example on forms apps back in the days of yore, for similar reasons. The obvious alternative I suppose is to give us , declarative, control over the UI of the various actions and sub parts of the IG actions. The JS method is distinctly painful and unAPEX and you are still limited to the actions living within the IG region bar. Maybe there is a separate idea for that.

  • santosh sonawane OP 1.5 years ago

    Having  the ability to search efficiently using faceted search on Interactive Reports (IR) would be the icing on the cake. This enhancement would significantly improve the overall usability of the application. Users are consistently requesting quick search filters, along with sorting and hiding features in IR. Despite the high demand for these functionalities, we currently face challenges in implementing them.