Question

Adding Quick filters to the Pipeline Dashboard

Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.

I'd like the standard Dashboard, with a By Owner, Quick filter.

In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…
https://academy.bpmonline.com/documents/base/7-13/quick-filter

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1 comments

Dear Julius,

You can add quick filter block using the following article: https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-quick-f…

You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter. 

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