Predefined filters

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  • keda
    Junior Member
    • Jul 2021
    • 28

    Predefined filters

    Hello,

    is it possible to have some predefined filters? Its tedious to always do it by hand.
    For example i have tasks for a specific users or teams, now if i want to know whats going on and cycle through the different users and teams it would be nice just to click on some predefined filters.
    See the example i added:

    Click image for larger version

Name:	predefined filters.png
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ID:	74930

    Is there a way to implement this?

    Greetings!
  • dimyy
    Active Community Member
    • Jun 2018
    • 569

    #2
    You can save any search parameters as filter
    Attached Files

    Comment

    • keda
      Junior Member
      • Jul 2021
      • 28

      #3
      Oh nice! Perfect
      Thank you!

      Comment

      • esforim
        Active Community Member
        • Jan 2020
        • 2204

        #4
        Do note that is on an individual basis, if you want it global (for all user) you have to edit the code. For that learn how to here: https://devcrm.it/custom-filters

        Comment

        • yuri
          Member
          • Mar 2014
          • 8440

          #5
          Advanced Pack has Report Filter feature. https://docs.espocrm.com/user-guide/...report-filters

          1. You create a list report for filters you need (including complex expressions).
          2. Create a report filter with that report. Assign team(s) you want this filter to be available for (or make available for all).

          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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