Can I Use table column as a Workflow Filter for Multiple Dynamic Tables?

ratan_paul

Hi All,

I recently posted this question in the Ironclad Community: How can I add multiple filters in a dynamic table - Ironclad Community.

Based on the feedback, I’m planning to create multiple formulas on the Salesforce side, one for each table.

Table 1 Formula:

SBQQ__SegmentIndex__c = 1
AND (Product_Type__c = 'Software'
     OR Product_Type__c = 'Software Discount (One-Time)'
     OR Product_Type__c = 'Software Discount (Recurring)')
AND ((SBQQ__RequiredBy__c = null AND Parent_of_Bundle__c = true)
     OR CPQ_Option_Type__c = 'Static Bundle')
AND Is_Select_Bundle__c = false
AND SBQQ__EffectiveQuantity__c != 0
AND isCredit__c = FALSE

Table 2 Formula:

SBQQ__SegmentIndex__c = 2
AND (Product_Type__c = 'Software'
     OR Product_Type__c = 'Software Discount (One-Time)'
     OR Product_Type__c = 'Software Discount (Recurring)')
AND ((SBQQ__RequiredBy__c = null AND Parent_of_Bundle__c = true)
     OR CPQ_Option_Type__c = 'Static Bundle')
AND Is_Select_Bundle__c = false
AND SBQQ__EffectiveQuantity__c != 0
AND isCredit__c = FALSE

I would need to create a total of 6 tables and 6 corresponding formulas in Salesforce. However, after reviewing the filters, the only difference between the formulas is the SBQQ__SegmentIndex__c value (1, 2, etc.). All the other conditions remain the same.

My question is:
Would it be possible to remove the SBQQ__SegmentIndex__c condition from the Salesforce formulas and instead use SBQQ__SegmentIndex__c as a filter/condition directly in the Ironclad workflow to build the 6 tables?

This would allow me to maintain a single Salesforce formula for the common filtering criteria and use the Segment Index in Ironclad to separate the records across the 6 tables.

Please let me know if this approach is supported or if there is a better way to achieve this.