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Tuned Listener
Posts: 15
Registered: ‎09-01-2009

Quick Filters and Custom Entity

How can I make it so the quick filters work with my custom entity? (These are the collapsible filters on the right side)

Example: We have create something called AccountProject and added a whole new button on the left and mimicked the way that Accounts and Work as far as List and Details views.  However, if you expand the quick filters nothing shows up.

Do I need to add a custom smart part or a specific module to my Account Project page via AA to get these working correctly?
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Employee
Posts: 535
Registered: ‎03-30-2009

Re: Quick Filters and Custom Entity

[ Edited ]

Filters are defined as part of the Entity definition.

 

Expand the Entity in AA Project Explorer, Look for the Filters sub-folder.

 

There is some guidance in the AA Help, also useful to inspect the filters for other Entities to see how a few of the trickier Filters are composed.  

Message Edited by ToddHardin on 12-15-2009 10:44 PM
Todd Hardin
SalesLogix Professional Services Group