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Question by gminero, Mar 22, 2016 5:06 PM

Insight Panel Filter Expression to match Cases Related to a Product

I am trying to add a Filter Expression in the insight panel to fetch results with cases that share the same product as follows:

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I am unable to fetch the Product field from the description to filter my queries, Or should I be doing this somewhere else? (For Ex. Customize the Insight Panel through the Visual Force page setup)

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Gravatar for mlaporte@coveo.com

Answer by Martin Laporte, Mar 24, 2016 5:08 AM

Contextual fields like this are not available in the filter expressions for tabs. There is a separate component that you can insert in the page (Contextual Query I think) that allows doing this. If you want to have the expression active only for a particular tab, simply arrange for this component to be enabled only in that tab.

Gravatar for gminero@coveo.com

Comment by gminero, Apr 7, 2016 5:55 PM

Indeed I found it - there are actually two ways of doing this. Drag and drop the Query Component and add an expression using https://developers.coveo.com/display/public/SalesforceV2/Query+Extension+Examples+Related+to+Cases OR immediately after selectinng customize Panel, select the Related Items component and add a Contextual Query field to include the product! Thanks Martin

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