Allow users to quickly and easily share filters to other users. Admin users can create templates of filters from multiple users to deploy to users, teams, or roles.
#4564 - Is there a way to tell which filters have been deployed to which users?
We would like to see who is developing filters, sharing them with other users, and who those users are. Is this possible with Filter Deployer? Thanks! VO
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"Works great. It's a very efficient way to share filters and deploy filter sets to groups of users." - jallred
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jallred
2 years ago
Hello Vince,
I hope all is well with you. Are you talking about Filters shared by using the little '+' icon on the filter itself. Meaning more user shares rather than Admin pushed?
Based on your question I am guessing this is the case. There isn't a direct way for Filter Deployer to show this information because we do not store any separate records when the Filters are shared. However, I believe there is a way to get the information. The information you are looking for is on the filters table.
In particular with the fields [id, created_by, description] we can derive the information you want. Do you have access to the database either being self hosted or via Advanced Reports (Meaning you are on Sell or Enterprise?)
If so let me know if you'd like some help writing the query to get the information you'd like. Thanks a lot and take care.
2 years ago
Thanks for the quick response :) Yes, you are correct in what I'm looking for. I am an admin on a SugarCRM Cloud Ent 11.0 instance. If you could help with a query and how to use it...I'm not well versed in Advanced Reporting...that would be much appreciated. VO
2 years ago
No problem Vince,
You can access Advanced Reports by going to Reports->Advanced Reports->View Custom Queries.
Or navigate to /#bwc/index.php?module=CustomQueries&action=index&return_module=CustomQueries&return_action=DetailView
As you've probably seen before just replace with the URL of your instance ie https://instance.sugarondemand.com/
Create a query and paste the below query in the Query Field. This should give you a list of the filters shared. I added the creator, who it was shared with, the filter name, and date.
I hope this helps and thanks a lot.
2 years ago
It DEFINITELY helps, so thanks! I was able to create the Custom Query, run it, add / deploy a filter, run it and see the new filter in the data, delete the filter, rerun the custom query, and see the data gone. So thank you so much! VO
2 years ago
One follow-up. Is there a way for an administrator to delete any of the filters that users have created without logging into each user and doing it from there?
2 years ago
Hello Vince,
You can actually navigate to the Filters module and delete filters. If you go to your instance and set the module to Filters in the URL (see below) you can sort and mass delete filters there. Sugar does not have any navigation to get to this module directly or to adjust the layout without code. http://docker.local/sugar/#Filters vs http://docker.local/sugar/#Accounts
2 years ago
OMG...That is so great and helpful! Thank you!!