Filtering

I have created a new Section using Section Wizard. I have added an Owner field there (UsrOwner) which has the Contacts lookup as a Data Source, and or course, I get the full Contacts list available for selection. How can I add a filter for this field. I am using BPMOnline Sales 7.5.0.627

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Hi Richard,

You need to add dependencies to BaseFiltersGenerateModule:

define("InvoicePageV2", ["BaseFiltersGenerateModule", ...],

        function(BaseFiltersGenerateModule, ...) {

and into the attributes:

attributes: {

        "UsrOwner": {

                dataValueType: Terrasoft.DataValueType.LOOKUP,

                lookupListConfig: {filter:BaseFiltersGenerateModule.OwnerFilter}

        },

        ...

Thank you, Olly!

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Filtering

Hello!

I would like to create a filter in Accounts to view all the accounts which are the target audience for a specific campaign.

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Hello Vicky!

In order to do that you need to go to the accounts section and switch to the extended filtration mode. Here you need to set up filter as shown on the figure below

After that you just add another condition inside this filter where you select specific campaign.

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Filtering

Hi guys!

I have another question. I'm trying to find accounts by email, but I cannot setup proper filter.

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Hi Ryan!

To built this filter you need to switch to extended mode first. Here as an object you should select Communication opton and as a column - exists.

The next condition would be "Type is equal to Email".

And the last condition would be "Number/Address/Login is equal to"

 

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Filtering

Hello.

I was trying to create a filter in 7.2 to see the accounts created during February but was unable to. Can you help?

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Hello Sam!

In order to create such filter you need to go to Accounts section click on Filter and switch to extended mode

Then you need to add condition and select column "Created On".

Instead of "equal to" you need to select "is greater than or equal to" and put the 1st of February.

After that you just add another condition, only less than or equal to 28th of February.

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