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Customer experience | Sales, Customer Insights,...
Answered

Advanced Filtering (not: Find) criteria in Unified Interface, e.g. Date - Last X Months

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Posted on by 229

Hello Community,

just wanted to check with you guys if I'm just missing something or need to log a ticket with support.


* We've been using the Classic Interface until this weekend and just switched to the new Unified Interface.

* Our users were somewhat happy with how filtering worked on views and used many of the features available there, especially on Date fields: Last X Months, Last X Years and so on.

Since the upgrade we're stuck with VERY basic filtering options for Date fields that look like they were designed for a String field, but are completely unusable for Date fields. 

Advanced Find is not a solution since we've also used this on related views, basically like this:

* Go to SalesOrder,
* go to related records of a specific Entity (eg Work Orders), and
* then we'd like to filter (on the fly) for e.g. records created within the last three months.

Is this feature gone for good, or is there something we can do to bring it back, or am I just overlooking the button to enable this?

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Could you provide screenshots? This can help us understand your problem better.

    The date filter for views in the unified interface can only be filtered according to a manually given date, regardless of whether it is the subgrid view of the related entity or the main view.

    pastedimage1571713012055v1.png

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