Salesforce IdeaExchange
Global "Filter Profiles"
I would like have the ability to apply "filter profiles" to reports, custom list views that are saved for continuous use. More often than not, I'm looking for the same type of information but in a report, in a list or in a search. I don't like having to constantly pull the same drop downs, pick the same operator and write the same advanced formula. Wouldn't it be nice to "apply" a filter-set on various items at various times.
The programming should be sophisticated enough to substitute object-specific field names. If I'm viewing a contacts page, then a formula originally written for an account filter, would be automatically converted to a contact filter. Account.name would become Contact.name, etc.
Say I create a list view for all contacts owned by Matthew McKinney in the state of Ohio. I want them all to have been created after the first of the year. ... Now I want to see all of the accounts that meet the same basic criteria. The only difference is the Contact name field (typically). As I create my account custom list view I can "paste" these filters across objects and into setup functionality.
Not necessarily a user-feature, but more so an admin-feature.
track comments for this idea
- cara719
- nj_devilsfan2
- maksim
- RTHawk
- johnwa
- andreas_krebs
- deepbluesea
- jennyef
- CKA
- Francesco23
- swilse
- mark2008
- adminisaurusrex
- meagan_cantrell
- radliberty
- EricCH
- bvb
- avlerik
- AlexCRMmanager
- EddieDial800
- Rainmaker
- njdevilsfan
- joyd
- bluelane
- WrogWrog
- mckinnmd
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