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Dynamic Reference Issues

Dynamic Reference Issues

Symptom

Filter uses {{Record.Id}} or similar syntax but component shows no data.

Common Causes

1. Wrong Page Type

Problem: Using {{Record.FieldName}} on App Page or Home Page

{{Record.FieldName}} only works on Lightning Record Pages where there's a "current record" context.

Check your page type:

  • Setup > Lightning App Builder

  • Edit your page

  • Look at page type in properties panel

If using App/Home Page:

Wrong:

Filter: AccountId = '{{Record.Id}}'

Correct:

Filter: OwnerId = '{{User.Id}}'

Why: Use {{User.FieldName}} instead, which works on all page types.

2. Missing Single Quotes

Wrong:

Filter: AccountId = {{Record.Id}}

Correct:

Filter: AccountId = '{{Record.Id}}'

Why: ID values in SOQL must be wrapped in single quotes.

3. Missing Curly Braces

Wrong:

Filter: AccountId = 'Record.Id'

Correct:

Filter: AccountId = '{{Record.Id}}'

Why: Dynamic references require double curly braces: {{...}}

4. Incorrect Field API Name

Wrong:

Filter: AccountId = '{{Record.AccountId}}'

Correct (on Opportunity page):

Filter: AccountId = '{{Record.Id}}'

Why: Use the current record's Id field, not AccountId.

5. Field Has No Value

Problem: The referenced field is empty on the current record.

Example: Using {{Record.ParentId}} but the current account has no parent account.

How to check:

  1. View the current record

  2. Verify the field actually has a value

  3. If empty, the filter won't match any records

Testing Dynamic References

Step 1: Test with Static Value First

Replace the dynamic reference with a real ID temporarily:

Original (not working):

Filter: AccountId = '{{Record.Id}}'

Test version:

Filter: AccountId = '001XX000003DGbYYAW'

If this works, the problem is with your dynamic reference syntax, not your filter logic.

Step 2: Verify Correct Field

On your Record Page, confirm which field should be referenced:

  • Account Page showing Opportunities: Use {{Record.Id}}

  • Opportunity Page showing Account Name: Use {{Record.AccountId}}

  • Contact Page showing Cases: Use {{Record.Id}} and filter on ContactId

For more on dynamic references: See Core Concepts - Dynamic Data References for comprehensive syntax guide.

No Matching Records

Symptom

Filter syntax is correct, permissions are fine, but component still shows no data.

Cause

Your filter criteria may be too restrictive, or no records exist that match all conditions.

Diagnostic Steps

Step 1: Simplify the Filter

Remove all filter conditions temporarily:

Filter: (leave blank)

Result:

  • If records appear: Your original filter was too restrictive

  • If still no records: Problem is permissions or object has no records

Step 2: Test Each Condition Separately

If you had multiple conditions, test each one individually:

Original:

Status = 'Active' AND Region__c = 'West' AND Amount > 50000

Test each:

Status = 'Active'          // Do records appear?
Region__c = 'West'         // Do records appear?
Amount > 50000             // Do records appear?

This identifies which condition eliminates all results.

Step 3: Verify Data Exists

Go to the object's tab or list view and manually check:

  1. Do records exist at all?

  2. Do any records match your filter criteria?

  3. Are field values what you expect? (Check for typos, extra spaces, etc.)

Common "No Match" Scenarios

Scenario 1: Case-Sensitive Text Values

Wrong:

Status = 'active'

Correct:

Status = 'Active'

Why: Picklist values are case-sensitive. Check the exact value in Salesforce.

Scenario 2: Extra Spaces in Data

Wrong:

Region__c = 'West'

Correct (if data has trailing space):

Region__c = 'West '

Better Solution: Clean the data to remove trailing spaces.

Scenario 3: NULL Values

Problem: Filter excludes records with empty fields.

Amount > 0

This won't return records where Amount is blank/null.

If you want to include nulls:

Amount > 0 OR Amount = null

Scenario 4: Date Range Issues

Wrong:

CloseDate = 2024-01-15

Correct:

CloseDate = 2024-01-15

Check: Verify records actually have dates in the range you're filtering. Use relative dates for more flexibility:

CloseDate = THIS_MONTH
CloseDate >= TODAY

Still Having Issues?

If you've tried all solutions above and the component still shows no data:

Document the following:

  1. Exact filter configuration

  2. Field API names used

  3. User profile and permission sets

  4. Whether admins see data (permission issue) or nobody sees data (configuration issue)

  5. Page type (App, Home, or Record)

  6. Screenshots of component configuration

Get Help:

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