How to Use Dashlet Filters with Custom Fields

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  • Carolus
    Junior Member
    • May 2025
    • 1

    #1

    How to Use Dashlet Filters with Custom Fields

    I’m looking for a way to expand the "Primary Filter" options in EspoCRM for the Contact entity.

    Current Setup:
    • Custom Field:
      • Name: Privatcontact
      • Type: Checklist (with "Yes option)
    • Primary Filter Limitations:
      Currently, I only see two default options:
      • All
      • Portal Users
    Goal:
    I want to create a dashlet on the homepage that displays only contacts marked as "Privatcontact = Yes".

    Questions:
    1. Is there a way to add custom filters (like Privatcontact = Yes) to the primary filter dropdown?
    2. If not, what’s the best workaround to achieve this (e.g., via Advanced Pack, workflows, or a custom view)
    I’d appreciate any guidance or steps to resolve this.
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