INTERFACE
ProfileFilterBaseInterface
Filter of a saved profile, report or dashboard; every variant can be switched on or off.
link Require by
- AccountFilterTabFilter conditions that select which accounts a saved profile or report includes, combining conditions on the account with conditions on related records.
- ActivityFilterTabFilter conditions that select which activities (tasks and appointments) a saved profile or report includes, combining conditions on the activity with conditions on related records.
- ContactFilterTabFilter conditions that select which contacts a saved profile or report includes, combining conditions on the contact with conditions on related records.
- CustomEntityFilterTabFilter conditions that select which custom entity records a saved profile or report includes, combining conditions on the record with conditions on related records.
- DashboardFilterDashboard-wide filter of a configurable dashboard that restricts every item to records of selected owners and sales units.
- EmailFilterTabFilter conditions an email must meet to appear in an email list or report.
- FeedEmailPreviewFilterTabFilter of the email feed: limits the emails shown by attachment, sender and period.
- FeedFilterTabFilter conditions that select which feed messages a report includes, combining conditions on the message with conditions on related records.
- FeedPreviewFilterTabFilter of a record's feed that narrows the messages shown by attachment, favorite flag, sender and period.
- LeadFilterTabFilter conditions that select which leads a saved profile or dashboard includes, combining conditions on the lead with conditions on related records.
- LeadOpportunityFilterTabFilter conditions that select which leads and opportunities a saved profile or report includes, combining conditions on the record with conditions on related records.
- LeadOpptyPipelineProfileInterfaceSaved profile restricted to selected sales pipelines and lead processes.
- NavigatorProfileFilterTabFilter of the Navigator screen that restricts the records shown to an owner and to sales units.
- NoteFilterTabFilter conditions that select which notes a saved profile or report includes, combining conditions on the note with conditions on related records.
- OpportunityFilterTabFilter conditions that select which opportunities a saved profile, forecast or dashboard item includes, combining conditions on the opportunity with conditions on related records.
- OpportunityKPIFilterTabFilter conditions that select which leads and opportunities the sales KPIs of a saved profile are calculated from.
- PipelineProfileInterfaceSaved profile restricted to selected sales pipelines.
- PivotReportTabsInterfaceFilter and view settings of a pivot table; the variant depends on the record type the pivot summarizes.
- ProductFilterTabFilter conditions that select which products a saved profile or report includes, combining conditions on the product with conditions on related records.
- ProfileFilterTabFilter made of a main box on the record type and boxes on related records, combined with And, Or or a custom formula.
- ProfileTabsInterfaceSettings shared by every saved profile, report and dashboard, starting with the filter that selects its records.
- ProjectFilterTabFilter conditions that select which projects a saved profile or report includes, combining conditions on the project with conditions on related records.
- QuoteFilterTabFilter conditions that select which quotes a saved profile or report includes, combining conditions on the quote with conditions on related records.
- ReportTabInterfaceFilter and view settings of a report table or pivot table.
- RoleProfileInterfaceSaved profile or report that restricts the records shown by ownership scope, such as own, shared or managing-unit items.
- TableReportTabsInterfaceFilter and view settings of a report table; the variant depends on the record type of the table's main box.
- TargetProfileInterfaceSaved profile, report or dashboard that shows a target: a goal measured over a period.
- TimeframeFilterTabFilter conditions that select which timeframes (periods a lead or opportunity spent in a pipeline step) a saved profile or report includes, combining conditions on the timeframe with conditions on related records.