How to filter opportunities by Multiple Users?

Hello,

I've had a request to make it to where multiple users are able to be selected as a filter in the Opportunities tab. Is this something that can be done through customization? Or would i have to alter the code in order to make sure the queries don't get messed up. Any help would be greatly appreciated.

  • 0

    Brent

    The standard opportunities list is produced by a system action (Act=184) that is the same whether the list is called in the My CRM menu, the Team CRM menu. the person or the company context. The system action brings together the meta data definitions of the OpportunityList and OpportunityFilterBox. The fields that are within the OpportunityFilterBox are additionally passed as the arguments to the OpportunityList to filter the rows that are returned.

    Within the OpportunityList these are all simple 'where clause' conditions. The base context in which the OpportunityList is invoked is used.

    In the context of the

    My CRM menu the list is filtered by oppo_assigneduserid (either by the current user or the selected user).

    Team CRM menu the list is filtered by oppo_channelid (either by the current user or the selected team).

    Person context the list is filtered by oppo_primarypersonid.

    Company context the list is filtered by oppo_primarycompanyid.

    The values in the OpportunityFilterbox are then added as additional filters.

    This means that it is not possible to change the existing system action to filter by multiple users.

    But you could do this through customization. One route that you could take is to create a report that allowed the filter to be applied at run time. This report could then be called by a button on the Opportunity List.

    See:

    community.sagecrm.com/.../adding-a-report-button-to-an-existing-system-screen-e-g-opportunitieslist.aspx

    and

    community.sagecrm.com/.../sage-crm-7-2-creating-a-popup-screen-using-the-client-side-api.aspx