List view override with predefined filter

[Nishan Perera]

Hi,

I'm looking for a way to override list view filter with predefined filter.

Example-

Meeting - I wanted to predefined to the users only to show their meeting from date start current month.


Any help on this.

[Maximus]

Hi Nishan,
You can try to utilize the next filters:
1. > I wanted to predefined to the users only to show their meeting
Set filter to 'Only My' (see screenshot). This filter won't be changed to the previous option even upon webpage update, logout, etc..
2. > meeting from date start current month
Create such filter with Report feature https://docs.espocrm.com/user-guide/...report-filters.

[Nishan Perera]

Hi Nishan,
You can try to utilize the next filters:
1. > I wanted to predefined to the users only to show their meeting
Set filter to 'Only My' (see screenshot). This filter won't be changed to the previous option even upon webpage update, logout, etc..
2. > meeting from date start current month
Create such filter with Report feature https://docs.espocrm.com/user-guide/...report-filters.

This works very well. I didn't see that coming.Always I just ask my self, why there is a option for create Report Filters. now i know why. seems there are so many hidden features. should find a way to dig Thanks Max for your support