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List view override with predefined filter

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  • List view override with predefined filter

    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.
    Cheers!
    Nishan.

  • #2
    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.
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    • #3
      Originally posted by Maximus View Post
      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
      Cheers!
      Nishan.

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