by synolia

Create standardized dashboards for your users. No more having confused users missing out on what they could be doing with Sugar. This add-on gives Sugar administrators the ability to easily and quickly deploy dashboard templates to one or multiple users.

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#859 - creating 'list view' dashlet - using the reports module - and deploying to other users loses the filters

Closed General Question created by arcangel Verified Purchase 7 years ago

Hello

I am setting up all my users' dashboards using your plugin - when i set a dashboard most of the dashlets deploy fine but when I create a dashlet for 'reports' module - and then set filters - the correct reports display - then when i deploy this template to a user and login to their account - the dashlet in question loses its filters and all reports display

i have installed the latest version of your plugin dated Oct 8, 2014

----question on this upgarde - do i just install over the existing - or do i need to remove that plugin and re-install with latest.

  1. synolia member avatar

    synolia Provider Affiliate

    7 years ago

    Hello,

    This is a limitation of the add-on: filters are linked to the users and not to the dashboard by consequence they aren't copied when you push a dashboard to another user.

    That is one of our next features, however we haven't any release date for this evolution yet.

    Best regards,

  2. synolia member avatar

    synolia Provider Affiliate

    7 years ago

    Hello,

    The latest version of the add-on only adds the compatibility to the latest version of SugarCRM. To install it you can do an upgrade (install over the existing one).

    Best regards,

  3. megansheehan member avatar

    megansheehan Verified Purchase

    7 years ago

    Hello, I am having the same problem (unable to deploy a listview dashlet because the filter doesn't deploy). Any update on when this will be available?

    • synolia member avatar

      synolia Provider Affiliate

      7 years ago

      Hello Megan,

      That is a feature on our new version of the add-on released for the 7.5 version of the application.

      Best regards,

    • megansheehan member avatar

      megansheehan Verified Purchase

      7 years ago

      Great! If I bought the 7.2 version a few weeks ago, how do I get access to the 7.5 version? I'm only seeing the versions up to 7.2 in my Downloads list.

  4. Vincent member avatar

    Vincent

    7 years ago

    Has the list view filters feature now been added for the Sugar version 7.5.1

    • synolia member avatar

      synolia Provider Affiliate

      7 years ago

      Hello,

      The module doesn't manage list view filters, only dashlet filters with the version for 7.5.0.1 SugarCRM. If you make a filter on a dashlet, yes it will be saved and redeployed, but the list "view" (records) filters are not touched by the module.

      Best regards, Synolia Support

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