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Predefined filters

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  • 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!

  • #2
    You can save any search parameters as filter
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    • #3
      Oh nice! Perfect
      Thank you!

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      • #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

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        • #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).

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