how to create boolean boxes for user to manually to check on

Hi,

I have a list of opportunities and would like to create a Boolean column for user to manually check on. I would then like to filter the list where all the opportunities are being checked off (Basically to filter the list where boolean = true)

It would be best if this can be done in the NUX where the user can check on the boxes and then filter the results.

Is there a way to do this?

Thanks.

Accepted answers

All comments

tingtingxia

Hi Darren

If I understand your requirements fully and correctly, you only need to:

1. Create a module dimensioned on your opportunity list and a Boolean formatted line item as shown below:

Screenshot 2021-06-10 at 6.39.41 PM.png

2. Back to Module view, you can see that Check column can be ticked by users:

Screenshot 2021-06-10 at 6.40.55 PM.png

3. Publish this view to dashboard then users can input their checks

Screenshot 2021-06-10 at 6.42.20 PM.png

4. To display only checked opportunities, you can create a filtered saved view in the original module. the filtering criteria is that Check = True. Then publish the saved view to dashboard. Every time there is a change in the check in the first grid, refresh the dashboard and the second grid will be updated with newly checked opportunities.

Screenshot 2021-06-10 at 6.43.44 PM.png

Screenshot 2021-06-10 at 6.45.14 PM.png

Hope this helps.

Tingting

abhay.kanik

@DarrenS

You can add a line item which will be boolean formatted and publish it with the dimension on the dashboard. After that use the same line item in the other module as a filter to filter out on user inputs.

Let me know if you need more details.

Thanks

Abhay

DarrenS

Hi @tingtingxia

Thanks for this.

For point number 4, i guess i have to have 2 views on the dashboard: One for user to input the choice and the other to show the filtered results. There is no way to show it within one view right?

tingtingxia

Hi Darren

Yes, correct.

Tingting

DarrenS

Hi @tingtingxia ,

Thanks.

I have another question. I've tried to apply the boolean box for another list of accts/opportunities but it doesn't allow the user to check it (the boxes are greyed out in the pic below)

Is there a issue with the list that causes this to happen? I've tried on a couple of other lists and it works fine for those.

tingtingxia

Hi Darren

Can I see the configure tab of the list you showed?

Tingting

DarrenS

Here you go

tingtingxia

Hi Darren

I mean the configure tab of the SFDC list you are using in the module. You can go to the SFDC list, and there will be a configure tab after you open it.

Screenshot 2021-06-11 at 12.18.34 PM.png

DarrenS

Opps sorry, my bad

Here you go!

tingtingxia

Hi Darren

From your screenshot, I replicated a same numbered list that rolls up to a parent, but from my end the check boxes are still check-able.

My replicated list and module based on L2 opportunity.

Screenshot 2021-06-11 at 1.12.51 PM.png

Then my question will be:

1. Are the items in your screenshot below coming from the opportunity list of its parent (Org L3 POD)? If they are from the parent, then the boxes are un-checkable.

2. Do you have full access to all list items? Or is there any DCA enabled?

Tingting

DarrenS

How do i check whether I have full access to which list items and if they are DCA enabled?

Thanks.

tingtingxia

Hi Darren

1. Under settings tab, go to Users. Do you have full access or are you assigned a specific role in this model? If you are assigned a specific role, you can check your access to lists under Roles to Lists tab.

Screenshot 2021-06-11 at 2.11.09 PM.png

2. DCA check: go to your module blue print view. Scroll to the right side, you will see two columns as Read Access driver & Write access driver. Check whether there is anything selected for these two.

Screenshot 2021-06-11 at 2.16.19 PM.png

Tingting

DarrenS

I have full access to the model and there is nothing selected for the Read Access driver & Write access driver columns.

For the items in the earlier screenshot, the opportunities roll up to their respective POD L3. I don't think this causes the issue on the boxes?

tingtingxia

Hi Darren

Hmm, that will be strange then. Ya, having a parent hierarchy won't be causing this issue. What I was trying to understand is were you trying to select its parent item instead of the opportunity itself.

Tingting

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