Create a filter per company in Projects and Tasks

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Create a filter per company in Projects and Tasks

Forum Index » Tasks/Projects

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24/11/2011 13:50:43

Subject: Create a filter per company in Projects and Tasks

Walextyrin
SysAider

SysAider from release 7.5

Joined: 04/11/2011
Messages: 7
Offline

We will also like to make a filter per company in Project and tasks.
Just like we did in the incident template, to be able to select and view
all project and tasks by a particular company.

This message was edited 2 times. Last update was at 29/11/2011 15:53:46

29/11/2011 14:43:07

Subject: Re:Create a filter per company in Projects and Tasks FR# Pending

Ariel Jupiter
SysAid Customer Relations

Joined: 22/11/2011
Messages: 209
Offline

Hi Walextyrin,

This feature already exist so it should not be considered as a feature request. You'll just need to create a new filter menu in the projects page.
In the projects page click on the “customize list” button, and press the add button (located on the right side of the filers menu list).
The “customize filter” window will appear, enter the information in the appropriate fields:

Name: any name of your choice... (e.g. Company)
Enable filter : make sure that box is checked.
List field: p.company
Lookup table: company
Lookup field: company_id
Lookout caption: company_name
Order by: company_name

Click on close. you'll be back in the customize list page, save the view.

If you want to do that same filter for tasks, follow the same instructions. In tasks, however, since they are not connected directly with a company (they are connected with projects, which are connected with the company), you'll filter by the company of the associated project.

I hope this information has been useful for you.
Ariel.

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