Cloud Trial - Cannot find function to share filters on opportunity list

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  • df_ch
    Junior Member
    • Apr 2025
    • 2

    Cloud Trial - Cannot find function to share filters on opportunity list

    Hi everyone,

    we are evaluating espo cloud trial and like it a lot and consider to buy the cloud version.

    Yet a core feature is missing:

    - where is the sharing button for lists, as advertised here? https://docs.eblasoft.com.tr/espocrm...shared-filter/
    - how can one make proper filters with like AND/OR logic?

    Thanks for some tipps!
    team df


  • yuri
    Member
    • Mar 2014
    • 8873

    #2
    Hi,

    The link you referred is for a third-party extension by Ebla Soft.

    Report Filters allows to create list view filters that will be accessible for other users.

    > how can one make proper filters with like AND/OR logic?

    There's no such filters on the regular list view. Though, some field types contains OR filters. For example, an enum field is one of values.

    It's possible to create complex filters with nested groups with Reports.
    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.

    Comment

    • df_ch
      Junior Member
      • Apr 2025
      • 2

      #3
      Thanks, the "customer filter" option does NOT appear in my trial that has the advanced pack with workflows included. This seems to be a major bug.
      I also created a report and then a report filter for this and expected that it would appear in the list, but its not visible

      Attached Files
      Last edited by df_ch; 04-06-2025, 12:05 PM.

      Comment

      • yuri
        Member
        • Mar 2014
        • 8873

        #4
        > This seems to be a major bug

        Major bugs are pretty rare.

        I does work fine for me. Just tested. Maybe the user does not belong to the selected team.

        You can try to run Rebuild Filters (the button on the Report Filters list view).
        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.

        Comment

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