Defining Filters
Open Application Architect and in Project Explorer expand Entity
Model > Packages > SalesLogix Application Entities >
Opportunity > Filters. Right click on Filters and click on “New
Filter”. Build a “Boats” filter as shown in the screen shot. There are a
number of things to be aware of here.
- The “Type” of the filter must be “range”.
- The filter property “Available for Analytics” must be set to TRUE.
This enables the filter to show up in the dashboard Dimension drop down
list when creating a Funnel Chart.
- The “Name” column in the range grid must match the - format from the
Sales Process described above for each stage in the Sales Process. This
is what enables the Filter to report on the Sales Process.
- The “Property” property must be “Stage”, since this is the field
that the Sales Process populates as it is used. It provides the link
between the filter and the Sales Process for reporting.
- Finally, the values in the “Display Name”, “Upper” and “Lower” columns for each row in the range grid must have the same value.
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