Specific view on formula

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  • RSGRG
    replied
    OK thank you. Then I have to look at it at point 1. Therefore, buying the extension is not in proportion to the benefits.

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  • Maximus
    replied
    Hi there.
    You cannot achieve this with Formula. You need either:
    1. Develop such filter https://docs.espocrm.com/development...select-manager
    or
    2. Create a filter with Report feature from the Advanced Pack https://docs.espocrm.com/user-guide/...report-filters

    Leave a comment:


  • RSGRG
    replied
    It's about this view. I only want to see contacts of a certain affiliation that have been previously specified via a selection field. And this view should be the same for all users. I can limit the view using the 3 dots above next to the search field, but each user has to do that himself. And then I thought I could solve this with the Entity Manager using a formula.

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  • Zosh
    replied
    What formula are you referring to? You're saying you want all users of your CRM instance to have the same Contact search filters pre-loaded?

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  • RSGRG
    started a topic Specific view on formula

    Specific view on formula

    The title of the thread should actually be "Solve customized view of contacts using a formula".

    Only display contacts from a specific group in the list view. I would like to solve this using a formula, since this setting should apply system-wide. I know that I can display selected views under the 3 points. However, this setting is only ever for this one logged-in user. However, all users of the system should have the same view. Does anyone know which formula I can use to only display contacts that belong to a certain group of a selection field.
    Last edited by RSGRG; 06-08-2021, 04:02 PM.
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