how to create boolean boxes for user to manually to check on
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.
Re: how to create boolean boxes for user to manually to check on
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.