LaCrews' Method Knowledge Base
 Search  
Method
1 What is MethodCRM
2 What is MethodCRMpro
3 Terminology
4 Learning the MethodCRM app
5 Customize Tab
6 QuickBooks Tab
7 Customizing Method
Screen Customization Environment
Tables
8 Method Report Designer


collapse all | expand all
Set View Filter
Solution No. 33
This action will set the active filter view on a grid.
 
So Where Would We Use It?
You could use this to change a filter view on a grid, based on the active user Role/Group.
 
Properties
To set the properties for this action, follow these steps:
1. Select Set View Filter from the Action dropdown.
2. Select the Grid you want to set the filter for.
3. Select the filter View you want to make active.
4. Enter Internal note (Optional).
5. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.