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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: Filter options (Sales Dashboard)

Todd Daskal
Posts: 31

Filter options (Sales Dashboard) Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Jun 08 1:22 PM

Hi there,

has anyone customized the filter options in the sales dashboard, I have created a custom field at the opportunity level and would like to add it to the filter options?

Thanks!

[Reply][Quote]

Steve Robertson
Posts: 146

Re: Filter options (Sales Dashboard) Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Jun 08 3:13 AM

Hi Todd,

Yes this is possible - but note you will need to add the filter for each graph on the dashboard.

The filters are controlled in the Text plugin type within architect. Take a look at the section - the first parameter should get you going in the right direction. You just need to alter the xml elements accordingly.

In your case you only need to add copy an exisiting parameter and then change:
1. ParamName is the name displayed in the Filters
2. AliasName is the alias for your field
3. FieldName is the SQL field name

If you were querying another table i.e not Opportunity, you also need to alter Table and Joins info for the parameter and add a join in the part if the table is not joined already.

Hope this helps,

Steve

[Reply][Quote]

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