Can i add Date Filters against the my History tab at contact level

This is a question, I have a customer who would like to be able to add a date filter, which filters between 2 dates to the "My History" Tab against contact.
Is this possible?

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michael-crampsey

Hi Pritesh

What version of Infor CRM is your customer using, and which client (LAN, web)?

In version 8.1, the Notes/History tab on the contact record has a filter options icon (blue funnel) which enables you to to specify a range of dates. This exists on both the Web and LAN client.

Thanks

Michael

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unknown

Hi Michael,
the customer is on 8.1 web.
Sorry Michael a bit more clarity on this, Its actually the "My history group tab" at contact level.
We want to add a custom date filter to this group, is this possible?
Thanks in advance for your help.
Kinds regards

michael-crampsey

Hi Pritesh

The filters for each entity main view are defined in the Application Architect:

Entity Model> Packages >Saleslogix Application Entities >Contact (in this scenario)

I can't see any way of creating filters based on related history records but you do have the LastHistoryDate field against the Contact record. You could create a new filter using this.

The simplest filter would be a Range filter (i would suggest looking at the Estimated Close Date filter in Opportunities to see how to set this up and how it looks in action). SlxMonthly is a very simple way of create a set of Monthly ranges but there are a lot of other date related options for range (today, this week, last week, this month etc.. see AA helpfiles or the Activity timeframes filter as an example).

In order to actually enter a range of dates, i think you would need to create 2 separate filters using the Last History Date each using the User Lookup Type - one for greater than and one for less than. This is not particularly user-friendly as it only gives you a textbox to type in the date, not a date picker.

Please note: Filter definitions are stored in the Application Architect project metadata, not as files in the deployed web site. Thus, changes to filters do not require portal re-deployment. They take effect as soon as you save them in the Application Architect project because the project is automatically reloaded for the portal. Filters are loaded in Web Client session storage, so active sessions must log out and back in to see filter changes

It is also important to note that any field used as a filter has to be a column in the group layout in order to be available as a filter.

The Application Architect helpfiles contain a lot of useful information about Filters including the fact that you can also use filters to create additional dashboard widget measures and dimensions as well.

Thanks

Michael

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