Accommodate pre-defined/named system-wide filters

Mark G.

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Join Date: Nov 2021

Posts: 48
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#1

Accommodate pre-defined/named system-wide filters

01-05-2022, 06:18 PM

It would be useful to accommodate pre-defined/named filters (defined and setup by Admin user) that can be applied system-wide in record listings, dashlets, etc. Therefore, selection criteria is set up just once, but immediately available to all users to filter their own lists.

Example screen shots:
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Last edited by Mark G.; 01-05-2022, 06:44 PM.
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yuri

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Join Date: Mar 2014

Posts: 8562
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#2

01-05-2022, 07:15 PM

Report Filters (from advanced pack) can do it.

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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