Web Search Favorite Filter Applied by Views
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The document outlines a feature called 'favorite search filter' in the Geminate module, which allows users to apply search filters selectively to specific views such as listview, kanbanview, and others, rather than universally. The feature is designed to enhance user convenience and streamline the search process within Odoo's interface. Additionally, it provides configuration steps and options for using the filter effectively, along with a 60-day support offer for users experiencing issues.
Web Search Favorite Filter Applied by Views
- 2. Web Search Favorite Filter Applied by Views ● Geminate comes with a feature of 'Favorite Search Filter' to be applied by view. originally whatever 'Favorite Search Filter' was forcefully applied for all available views but here we are enabling a feature so users can apply 'Favorite Search Filter' only to specific view from a list of views. Supported views are listview, kanbanview, calendarview, graphview and pivotview.
- 3. Editions Supported ● 1. Community Version ● 2. Enterprise Version ● Note: This module is developed, designed and tested on odoo vanila.
- 4. Available Key Features ● Easy to set 'Favorite Search Filter' criteria on a specific view. ● Minimize the use of 'Favorite Search Filter' upto specific view. ● More convenient and user friendly. ● Easy to use and quick to apply.
- 5. Screenshots ● Go CRM -> Apply a specific filter or domain on search criteria.
- 7. Configuration Steps: ● 1. Apply Search Criteria > Favorite Menu > Open Submenu > Click on 'Save Current Search' > Open Favourite Search Box ● 2. Click on the 'Save' button for adding Search criteria as favorite. Two options are added after installation: ● 1. All Views (checkbox) ● 2. Views List (selection) ● 1. All Views (checkbox) : if 'All Views (checkbox)' selected then hide 'Views List (selection)' and current Search criteria apply for all views. ● 2. Views List (selection) : Select any particular view to apply current search criteria for selected view. ● In Example, Current Search criteria works for Kanban view in CRM Pipeline.
- 9. ● After click on 'Save' button it display a warning popup.
- 11. ● Here we have applied 'Favorite Filter' of 'Pipeline' to Kanbanview, so if we open any another view like Listview then 'Favorite Filter' will not work for listview.
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- 14. Complimentary Support You will get 60 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.
- 15. Contact / Support Need assistance? Website Send Email Services