Login / Register  search  syndication  about

          Kris Halsrud's Blog

Kris Halsrud on development and Integration with CRM and Development

SalesLogix 7.5.1 Web Client - Filters

In Brianna's post she mentioned how there is new functionality in SalesLogix 7.5.1 called filters. I wanted to explain what exactly this change is and how it impacts the use of SalesLogix.

Prior to 7.5.1 the group filters that were available on the filter pane in the group view were dynamically created based upon the columns contained in the current group.  Each column created a filter automatically.  Inside each filter was a distinct list of the values in that field.  For instance, if I created an Account group that contained two columns "Account" and "Type", when I view that group I would see in the Filters section to the right, two filter options for "Account and "Type":

SalesLogix 7.5 Web Filters

If we expanded out any of the filters, we would see a distinct list of the values:

SalesLogix 7.5 Web Filters Expanded

I would imagine, that building this kind of dynamic listing was a little processor intensive and probably part of the reason why SalesLogix 7.5.1 has changed this.

New in SalesLogix 7.5.1 is the ability to define Filters at the entity level:

SalesLogix 7.5.1 Entity Filters

These defined Filters are now static on all groups in 7.5.1.  Meaning that regardless of which columns are in your group you see the same Filters:

SalesLogix 7.5.1 Filters in groups

Some of These filters have a property called "Ranges", which is shown in the screen shot two images up.  Inside this ranges parameter you define in what way the Filter filed should be searchable.  We can see the previous screen that the Account Filter has a set of Ranges for A. B. C. D. etc.  If we expand out the filter now next to the group, we can see how these correlate to the GUI.

SalesLogix 7.5.1 Filters in groups expanded

So there you have it.  Filtering has changed in 7.5.1.  In some ways it can be argued that it is better since you can define ways that all groups should be searched.  You have now lost the ability to let the user build a group, and utilize the auto-filter building based on the columns in the group.  This was nice functionality to have- in 7.5.1 you must define all the filters that users may need to use.  Potentially you might have to define a lot of filters that serve no purpose for most groups, but if one group has to have it, all groups do.

I will be blogging more on these filters shortly.

What's This?
Bookmark and Share

About Kris Halsrud

   Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

Related Content
   Can I Bind an Attachment to a Specific Activity in Infor CRM version 7.54?
Recently I had a user ask if they could bind an attachment to a specific Activity within Infor CRM??
Posted on Jul 07, 2015 by Dale Richter to Infor CRM Questions & Answers
   Infor CRM (Formerly Saleslogix) Iterating through all tabs on a Page
 Using the TabWorskpace you can iterate through all the tabs on a page and do something with them, l
Posted on Jun 19, 2015 by Kris Halsrud to Kris Halsrud's Blog
   Infor CRM (Formerly Saleslogix) Hiding Tabs at Runtime Without Using Modules
 As Ryan wrote a long time ago, you can create a module and add it to a page in the Infor CRM web cl
Posted on Jun 10, 2015 by Kris Halsrud to Kris Halsrud's Blog
   How I assign ownership to a group of Leads in Infor CRM?
There is a tool within Infor CRM to align Accounts to different Account Owners. It is called Territory Re
Posted on Jun 05, 2015 by Dale Richter to Infor CRM Questions & Answers
   Infor CRM (Formerly Saleslogix) Adding a Client Side Confirmation on a Dependency Lookup in the Web Client
 We recently had a client who wanted to have a user confirmation prompt before a user was allowed to
Posted on May 28, 2015 by Kris Halsrud to Kris Halsrud's Blog


Ryan Farley said:

Great stuff Kris. I've been wondering what those were for and why my groups didn't have any filters.

April 9, 2009 12:25 PM

Joe Dille said:


We have an opportunity group where the Account Manager filter has no options.  Any idea how this happens and how to fix?


May 13, 2013 11:07 AM

Kris Halsrud said:

Joe, do other Opportunity groups work?  Is the account manager column part of the group layout?

The filters are constructed and operate client side so maybe there is a javascript error occurring?

May 13, 2013 2:13 PM

Leave a Comment

All contents Copyright © 2015 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register