Filtering, select inactive user for "Assigned To"

💬 General Discussion
1

Hello

Is there any way to view & select inactive users in the user filters? For quotes & reports etc.
We have a few employees that have left us in the past year. Those users still have old quotes & opportunities under their accounts. When we go to make a report we have no way to set a condition to select those users.

Thanks,

2

@ben.h

Look at the post:


You can make special filter it you write correct SQL query in parameter subquery

3

Thanks for that, but my problem is the inactive users aren’t showing in the quick search results to filter. When I make a general search then quotes belonging to inactive users appear in the list. But if I want to search for an inactive users quotes specifically, I have no way to specify that user.

Screenshot_2020-12-07 LIGHTVU
Screenshot_2020-12-07 LIGHTVU935×908 31.9 KB

if I search with absolutely no criteria, it still only shows active users

4

@ben.h
It’s more easier.

  1. copy modules/Users/metadata/popupdefs.php to custom/modules/Users/metadata/popupdefs.php
  2. change the line in the custom file
  • before
...
'whereStatement'=> " users.status = 'Active' and users.portal_only= '0'",
...
  • after
...
'whereStatement'=> " users.portal_only= '0'",
...
  1. Admin -> Repair -> Quick Repair and Rebuild
5

@p.konetskiy
That solved it, thanks.

I figured it would be a simple change like that, I just didn’t know where to look