Opening a Dialog in the List View in SalesLogix

Question: I would like to create an advanced filtering functionality button, let’s call it ‘Custom Filtering’.  This button will allow a user in the Contact list view to click the button and have it show a dialog so that the user can choose the filter criteria.  Can I do this using standard SalesLogix functionality (Dialog Service)?

Answer: The Dialog Service is available while in list mode, and as long as the dialog is associated with the page it will be available.  When creating a dialog, starting from a Quickform typically helps to get a framework in place and then you can modify as needed.  Make sure that you add the dialog (CustomFilters) to whichever page you are going to be using this feature.

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