adding filters on views

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Posted on by Ahmad Saud

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dear all

i am trying to create a public view on (Case), and i am also adding more columns from other entities (for example SLA) , how can i do filters on the columns from the added entity?

currently, you can only see (in the filter form) the CASE fields, but no fields from other entities are added(SLA columns as example).

please help.

thanks

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Answers (2)

Ahmad Saud 790 on at

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RE: adding filters on views

again thank you very much.
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Alex Fun Wei Jie 33,626 on at

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RE: adding filters on views

Hi,

I will use status field, easy and can be used in anywhere.
Ahmad Saud 790 on at

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RE: adding filters on views

dear Wei

back to the same subject, how i can do a filter to show the SLA failure cases, i believe the condition is (when successed_on < FailureTime), but how this can be applied in filter!!!!

or please advise with any other idea in order to filter my view for only the SLA-breaching cases .

thanks,
Ahmad Saud 790 on at

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RE: adding filters on views

thanks a lot.

really appreciate your help.
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Alex Fun Wei Jie 33,626 on at

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RE: adding filters on views

Hi,

you look at my picture, it is different from yours

MAke sure you select the first response by kpi after related.
Ahmad Saud 790 on at

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RE: adding filters on views

Hi Wei

i did already, please check the post on "9 Oct 2018 11:20 PM" .

thanks,
Alex Fun Wei Jie 33,626 on at

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RE: adding filters on views

Hi Ahmad,

show us your edit filter criteria as screenshot.
Ahmad Saud 790 on at

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RE: adding filters on views

Thanks Anand

it is already searchable.

please check below.
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crm development 870 on at

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RE: adding filters on views

Hi Ahmad,

Check if 'Failure Time' is a searchable field.

Go to 'SLA KPI Instance' Entity. Open 'Failure Time' field. Check 'Searchable' option is set to Yes. If it is 'No' then set it to 'Yes'.
Save the changes and publish the customization. Try to create/edit new public view.

Hope this will help you.

Thanks,

Anand
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Alex Fun Wei Jie 33,626 on at

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RE: adding filters on views

Hi,

I tried in my environment, i can select without any problem.

Personal View

System View

could you double check it? Especially the failure time, did you change the display name?