Filter based on UI-Only Field

  • 2
  • Idea
  • Updated 2 years ago
Can I set a condition model based on UIOnly field?
I have a lot of problems working with task and opportuntiy. I need to filter tasks by opportunity stage
Photo of Andrea

Andrea

  • 460 Points 250 badge 2x thumb

Posted 2 years ago

  • 2
Photo of Stephen Sells

Stephen Sells, Official Rep

  • 16,856 Points 10k badge 2x thumb
Right now we do not have that capability. Would you like me to switch the status to an "Idea" so that our design team can ponder this? This is something we'd be curious to have our development team tackle.
Photo of Bill McCullough

Bill McCullough, Champion

  • 12,436 Points 10k badge 2x thumb
Andrea,

You should be able to setup your Task model with a subquery join on WhatId to Opportunities.  Add a condition on the Subquery on StageName.  Then add a filter to StageName.

Thanks,

Bill