We are trying to use https://marketplace.creatio.com/app/advanced-list-setup-creatio to setup different folders with different columns. The use case is that users will want to see certain columns and also filter by multiple pre-defined columns/options as they plan which accounts to target for the day. After applying a filter to the folder, the columns change. Am I missing something in how to actually save the columns?
Like
Hi, Melanie!
I am not sure I understand the issue. Could you send us more details about it? Specifically, please tell us the expected result and provide us with steps to replicate the issue.
Also, you might want to review the short add-on instructions to ensure it is set up correctly and you are not experiencing the intended behavior.
The add-on lets you set up different columns for different folders.
To do this:
1. Select a folder (folder must contain at least one filter).
2. Click the "Set up filter for the folder" button.
3. Click the "Select fields to display" button and set up the custom columns.
4. Save the folder settings.
As a result, if you select the folder, you will see the custom column configuration. If you select a different folder, you will see the standard column configuration
Yevhen Vorobiov,
Hello,
We have followed the instructions for setup. The use case is that users will want to see certain columns and also filter by multiple pre-defined columns/options as they plan which accounts to target for the day.
The expected behavior is that they could adjust the filters on the folder, select apply, and have the columns remain in the folder.
Expected behavior in your example: from the Test folder change Type = Our company to Type = Competitor (or any other type), select apply and have the columns remain that are set for the Test folder.
Instead what we are seeing is that the columns revert back to the default columns whenever the filter is modified.
Please advise how we can do this.
Melanie Forrest,
Hello Melanie!
Thank you for the information. I understand the issue now.
The add-on does not support dynamic changes to folders. As such, you have to click "Save" after applying changes to folder filters. As a result, you will see the custom list.