TeamDesk Knowledge Base & Support

basenine 2/23/2024 3:47:17 AM

Hello Nick,
I recently created a dashboard that has a view which controls the rest of the dashboard (10+ views)
I based the view on this blog post here:
https://www.teamdesk.net/blog/tips-tricks/show-available-inventory-items-within-selected-timeframe/
It’s set for the current user and a date field…
With a bit of playing around, you might be able to have this set to a text field (yes/no options)???

basenine 2/23/2024 3:49:08 AM

Otherwise, no.
I can’t see a way to default a search field

Nick Ashcroft 2/23/2024 4:38:13 AM

thanks Basenine. I like the idea and we already use User Properties for something similar but Im looking for a more simple solution.

I have posted an 'Idea' here - maybe you could lend your support ;-)

https://teamdesk.crmdesk.com/answer.aspx?aid=30069&back=ideaexchange.aspx

Jorge Solá 7/26/2024 9:05:31 AM

Hi, Nick.
I agree that this would be a nice addition.
In the meantime, here is a workaround:
1) Open the view in question. Set the search parameter to Yes. Copy the URL address.
2) Create an HTML text section at the top of the dashboard. Add an <a> tag with a relevant icon & set href=[the URL you copied]
3) When users click on the icon, they will be taken to the view with the search parameter set to Yes, which they can then change.
4) You may choose to add a whole string of icons for other views & hide the left-side panel by unchecking the "Show in Menu" checkbox in all views.