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How do I add and removing fields to filters in list view

MONIQUE MILLSON

I'm trying to figure out how to add field choices to the filter drop down choice to create better filters for my team

the documentation is lacking in simple instructions

Does anyone have the simple steps on how to do so?

nothing in these 2 instructions that support sent me

https://support.sugarcrm.com/Documentation/Sugar_Versions/11.0/Ent/Application_Guide/User_Interface/#List_View
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Architecture/Filters/

Related article: https://sugarclub.sugarcrm.com/explore/w/tip-of-the-week/542/filtering-and-saving-searches-in-the-sugar-list-view

thanks

  • 0

    Hi ,

    adding / removing fields to the modules available fields for filtering can be done in Studio in every module under Layouts -> Search

    KB Link: support.sugarcrm.com/.../

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

    --

    htps://www.provalida.de

    support ( at ) provalida.de

  • 0 in reply to Björn Canales Pfisterer

    Hi Björn,

    I have an additional question regarding this matter. In our contracts module we have the field "Toegewezen aan" (Assigned to). It is visible in the list layout, but I cannot add it to the filter dropdown as it is not shown in the search list.

    Is it possible to add extra fields (manually) to the search list?

    Thank you in advance!

    Best regards,

    Maike Mak 

  • 0 in reply to Maike Mak

    Hi ,

    If you go to the Search layout for Contracts, you should have an option for the 'assigned_user_name' field to add to the 'Default' column as shown here:

    If you do not see that field in the Default or Hidden column of the module's search layout, I recommend opening a case with Sugar Support to investigate further as the field is in the layout in a standard installation.

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