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Change the Filter to reflect contents of Field

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2 posts, 1 answered
  1. joe.veranese
    joe.veranese avatar
    2 posts
    Registered:
    15 May 2015
    08 Jun 2015
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    Syed,
    I have been over the documentation and I do not find the solution you are telling me exists there.  I apologize if I am blind but I do not see it.  IU need to change the filters to reflect the field data not the OOTB filter suggestions.  For example I have a field Labeled "State."  When you click the filter for this column I want the States to appear in the drop down filter not the generis filter choices.  HOW DO I DO THIS? 
  2. Missing user
    Missing user avatar
    Answered
    08 Jun 2015 in reply to joe.veranese
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    Hi Joe,

    You can use CRM filtered view. Here is a link that overview the details about this widget; http://www.crmportalconnector.com/developer-network/documentation/help-file/page-widgets/crm-filtered-view  .
    You can also register into our weekly technical training session that runs on Thursday's and I can show you how you can work with this widget to filter based on the field. Here is a link to register for training session; https://www.crmportalconnector.com/developer-network/training

    Thanks
    Syed
2 posts, 1 answered