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

[DarrenS]

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. 

[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:

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

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

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.

Hope this helps.

Tingting

[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.

[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.

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