Filter based on UI-Only Field

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  • Idea
  • Updated 3 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
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Posted 3 years ago

  • 2
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Stephen Sells, Alum

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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.
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Bill McCullough, Champion

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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.