Filter By Security Group

[BTownBrit]

Is there any way to add Security Group to the Filter layout of a module (e.g. Leads)? I would like some users to be able to apply a filter on one or many Security Groups.

[John]

Hey there,

Are you still looking for a solution for this?

Unfortunately, I don’t believe the Filter views can handle search on a M2M relationship, out of the box.

In terms of within-CRM-functionality, while it doesn’t quite meet the same criteria, you could perhaps try creating a Report that lists all Leads by Security Group

You would have the data, at least.

Otherwise, you would have to make code-level changes.

I’m not 100% sure what would be required to achieve this, but I have found the following thread regardinga similar situation.
(But with Contacts<->Projects)

Filtering ListView of Contacts by Relationship of Project

Hi, to realise this with vardefs, look here: In your case, you would Create the file custom/Extension/modules/Contacts/Ext/Vardefs/project_name.php with contents <?php $dictionary['Contact']['fields']['project_name'] = array ( 'name' => 'project_name', 'rname' => 'name', 'id_name' => 'project_id', 'vname' => 'LBL_PROJECT_NAME', 'type' => 'relate', 'link' => 'project', 'table' …

You could try to adapt this code, if you are comfortable making code-level changes?
(Granted, I haven’t tried this myself, so I can’t guarantee it would resolve your issue)

[BTownBrit]

Thanks for this John! I found a workaround to achieve what I wanted, but I appreciate the pointers.