Excluding Closed Won & Lost Opporutnities from Pipeline List

Hello!  I was wondering how one would exclude close opportunities from the pipeline by default so that users would not see in pipeline list closed won / lost opportunities and focus on open actual sales opportunities.   

Hello Michael, 

A possible approach would be to implement a custom predefined filter as it is explained here. 

With this, you can add your custom filter as the default option, but will also allow the users to add their own filters in the list view and still view  Closed Opportunities if needed.

Would this work for you? 

Hi Michael,

I agree with Andre that filtering the list view will be the easiest. We have this quick video tutorial that shows you how and that you could share with your users to help them create their own filters. 

Thanks Andre & Jana!    

Question is as we are using Sugar Cloud -  presumably this would need to be uploaded via the module loader & do not know how to design that?

Hi Michael, 

You're right. 

If you follow Jana's approach no code is needed and each user will need to define his own filters. 

If you want to set the pre-defined default filter for all the users you'll need to create a package with the proposed customizations. 

You can check on the following link that has examples that you can use as guidance: 

https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.3/Cookbook/Module_Loadable_Packages/

Unfortunately, setting up filters won't prevent users to access won/lost opportunities.
To hide Won/Lost opps from users, I'd suggest employing Sugar out-of-the-box Team security capabilities.

See an example of how Will Westin's opportunity disappear from his opps list on opp closing:
4251.HideClosedOpps.mp4

To configure this:
1) Login with admin-level credentials to Sugar
2) Navigate Admin->Team Management
2) Set up a new Team - name it "Archive" and Save
3) Using subpanel for the brand new "Archive" team to the team those regular users that should have access to the won/lost opportunities (skip these steps if only admins must have access to closed/won opps).
4) to initialize Team Set ID for the brand new "Archive" team, please perform the following one-time operation: create a Note record, providing in AssignedTo to a current user (with admin-level privileges) , set primary Team = "Archived" then Save this Note.
5) employ Logic Builder no-code tool to configure logic of changing Opp's team to "Archive" automatically on Opp is closed.

Here is the logic drawing (zoom in, then follow the white line to read)


In case you have no access to Logic Builder yet (https://logicbuilder.integroscrm.com) , I made this for you - it took just 5 minutes of configuring, - so here is a zip file, that you may install to your Sugar via Module Loader.

7215.SetOppArchived.zip

As soon as this zip is installed to Sugar,  if Opp is closed, the user won't see the Opp in any Sugar list and have no access to it until Team is set back manually enabling Opp visibility for the user.

In case your Sugar instance is Sell or Enterprise and you also would like to limit users' access to RLIs on their Opp is closed - let me know, - it should take another 5 min for me to cover this use case with the Logic Builder no-code tool configuring.

I hope this helps.

Hi Dmytro, 

Thank you appreciate it -   however it doesnt seem to have fixed it - when i set an opportunity to closed won what happened is it set the teams to blank not archive. 

Hi Michael,

Okay, it looks like Team Set ID for the brand new "Archived" team was not initialized.

Let's fix it

1) login Sugar with admin-level credentials
2) Navigate Team Management , open new Team and please check the name is "Archived" (it looks like I called it "Archive" in the text above instead of "Archived", sorry)
3) Add current user ( with admin-level privileges) to the "Archived" team via subpanel
4) Create new Note f- set current use as AssignedTo , set "Archived" as  the only Team for the Note, then Save it
5) In case after saving any other Team is added to the Note automatically, please reopen the Note and remove the other Teams but "Archived" and Save the Note again.

6281.Archived.mp4

As soon as this Note has got the only Team - "Archived", the Team Set ID for the  "Archived" team will be initialized (automatically created by Sugar)

From this moment, all the opps should get Team "Archived"  instead of the empty one on their closing


Please let me know if that works