Interactive dashboard filtering question

We have two interactive dashboard gadgets created in list view which shows sales orders and quotes. Once viewing the results in the gadget, one of the filter options is 'status'. We'd like to view 'Active' orders and quotes. but, filtering on 'active', 'Active', ' Active', etc, all return active and inactive records. I haven't been able to come up with a value that will return just the active records.

Does anyone have any suggestions or a workaround?

  • 0

    My reseller got back to me with a great thought: Go in to Admin: customization: Orders: Status and Quotes: Status and change the selection names to something without the same text; So, I changed 'Active' to 'Open'

    Luckily, the screen view of the gadget uses the caption rather than the code name (which is not editable in the admin of CRM). So, this fix works perfectly. Back in the gadget we can now filter on 'Open' and only see the active sales orders and quotes.