Method CRM Try it FREE
 Method CRM Help Center
 Search  
Overview
Getting Started Checklist
Customization
Best practices
Consulting checklist and scoping
Glossary of common terms
Design Mode layout
Examples of Scoping
Method FAQ


collapse all | expand all
Set view filter
Solution No. 149
This action will set the active filter view on a grid.
 
So where would we use it?
You can use this action to change a filter view on a grid, based on the active user Role/Group.
 
Properties
To set the properties for this action, follow these steps:
1. Select Set View Filter from the Action dropdown.
2. Select the Grid you want to set the filter for.
3. Select the filter View you want to make active.
4. Enter Internal note (Optional).
5. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.

 

Was this article helpful?