Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings

Automatic Creation of a Dynamic Group from an existing group with added filters

Status: Under Consideration
by on ‎06-30-2011 01:28 PM

The standard query builder when you add a new group is quite daunting for most standard users and finding the relevant fields can be quite difficult if you don't know the database structure - e.g. seccodeID field gives no clue that it is actually the owner field.

 

in 7.5.3 web client - filtering is a great way of getting to the data you need quickly and easily without having to build a query. However once you have filtered the data you can create a group but it is a static group and not dynamic.

 

I think a great way of building simple dynamic groups very quickly and easily (without having to use query builder) would be to have another common task option called Save records as a dynamic  group. This option, would create a new group with the existing group conditions plus the new conditions you have applied with the filter automatically to the conditions of the query.

 

This would free up administrators from having to create simple groups for users who are not comfortable with the create groups function (which is most of the users in our organisation).

Comments
by Nickel Super Contributor BeckiBlackburn
on ‎08-24-2011 07:08 AM

We have customers ask if this can be ALL the time. Would be a much appreciated enhancement.

by mhartwell
on ‎09-02-2011 08:24 AM

This would be extremely helpful.  We just converted from LAN to web and I was excited, as the Admin, to see this option, and then disappointed to see that it was creating a static group.

by Moderator Moderator
on ‎08-01-2012 12:20 PM
Status changed to: Under Consideration
 
by mmalgoire
on ‎08-09-2012 02:05 PM

Even better yet would be a query wizard that would allow lay users to quickly and correctly build queries!

by Gold Super Contributor RJLedger
‎08-10-2012 05:41 AM - edited ‎08-10-2012 05:42 AM

The whole approach to query building needs to be "clean sheet". Basically the QB is 13+ years old and very "geeky"... There are lots of examples of better ways out there (EX: #TaskCentre's QB - one of the best I have ever seen/used). Even the QB in MS Access is better/easier. 

 

If a new one is created, it needs to be available for both LAN and Web.. and w/all the source available for customizations.

We want to hear your cool ideas for enhancing Saleslogix products and services. So add your own ideas or kudo (vote) on the ideas of others here! Watch the most valuable bubble to the top!

I have an idea! How do I get started?

One
Read our submission guidelines.

Two
Search for your idea. If you don't see it, submit a new one!

Three
Provide feedback on the ideas of others by voting with kudos and adding comments.
For more information about using ideas, read this thread.

Four
Track your ideas and those you like. Once you've posted or kudoed and idea, subscribe to be notified via email of the latest updates to the idea. From within the idea, click "Idea Options" which appears above the idea title and choose, "Subscribe to this idea".

Be sure to check back from time to time to see new ideas and status updates!

Here is a quick list of the recent ideas for speedy browsing!
Labels