xTuple ERP Reference Guide

Dynamic filters allow you to search and filter through CRM entries based on any information entered. You are able to use SQL to generate a filter to create a list based on a CRM group. This is an advanced, user-friendly developer tool for the [Build CRM Groups utility]. To access the master list of dynamic filters, go to System > Setup > Master Information > Dynamic Filters. The following screen will appear:

Dynamic Filters master list

The Dynamic Filters master list displays information on all available dynamic filters, including the dynamic filter name and description.

13.2.8.1. Dynamic Group Filter

To create a new Dynamic Filter, select the NEW button. The following screen will appear:

Create new Dynamic Group Filter

When creating a new dynamic group filter, you are presented with the following options:

Name

Enter a unique dynamic filter name.

Description

Enter a brief description to further define the dynamic filter.

CRM Group

Select which CRM group you want the filter to apply to.

Filter Clause

Enter in SQL code that identifies the IDs of the entries you want included in your filter.

Note

The SQL code must be valid in order for the filter to be saved.

CHECK FILTER

Click this button to check if the SQL code entered into the Filter Clause is valid. You will not be able to save the filter unless the SQL is valid.

Valid

Checks the query and sees if you're able to use it. This check is for protection of the database's SQL code.