Quotes Dashlet - Cannot filter by Quote Stage

💬 General Discussion
1

Hi
Using 7.9
When adding My Quotes dashlet it shows me all quotes

Click edit pencil to update filter to only Open quotes but Quote Stage is not a filter option

Anyone else getting the same?

For now we will use a SuiteCRM report with condition assigned user = current user and add these to homepages but like the dashlet as you can jump straight into edit view

2

Hi, that field is simply not defined as a Search field for that Dashlet.

You could try customizing this file

/modules/AOS_Quotes/metadata/dashletviewdefs.php

but I’m afraid I can’t give you any more precise instructions, I don’t know enough about this.

3

Thanks for the email

Resolved by using studio

Go to quote > layouts > SuiteDashlet Layout > List & Search

Thanks

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