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Dashboard Filtered Record List

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  • Dashboard Filtered Record List

    It would be nice to be able to created a record list "dashlet" whereby the record list is filtered by a custom field. It doesn't seem possible at the moment.

  • #2
    Not sure if this is what you are trying to accomplish but, you can set up a dashlet with a custom list of records through the Administration UI, and include filters.

    Dashlets can be set as default for all users, or by user or by portal.

    To set up a dashlet as default for all users go to: Administration > User Interface > click the "Plus" sign under "Dashboard layout (default)"

    Select "Record list" and a dashlet will be added to the dashboard, edit that dashlet and you can specify, the entity and filters.

    In the dashlet edit view there are two filter options: "Primary Filter" which are the filters specified as "filterList" in the entity's clientDefs and "Additional Filters" which are the filter conditions specified as "boolFilterList" in the entity's clientDefs.
    Last edited by telecastg; 06-24-2019, 06:27 AM.

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    • #3
      It's possible with Report Filters https://github.com/espocrm/documenta...sed-on-reports

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