- Case scenario 1: on Sales, set a filter on Belgian customers and define it as the default one (the user should still be able to unset the filter).
On your customer’s page, use Filters > Add Custom Filter to group customers by country. Now, under Favorites, Save Current Search enabling Use by default and Save.
On Filter Rules in Studio mode, select the respective filter and enable Default Filter.
- Case scenario 2: add a status bar on the product form to manage its life cycle. Set the values: ‘Prototype’, ‘In use’ and ‘Deprecated’. By default, the Kanban view must be grouped by status.
On your product form, Add a pipeline status bar and name its values. Status bars are selection
fields that give you the ability to follow a specific flow. They are useful to show you the
progress that has been made.
On the Views menu, access Kanban and, under its View options, set the Default Group by as
Pipeline status bar.
Now, open your product form and set the right status for that product. As you move products throughout stages (also through the product’s form), stages are shown in the Kanban view.
小技巧
To make modifications in the pipeline status bar, for example, remember to go back to Form View.
- Case scenario 2.a: when a product goes from ‘In use’ to ‘Deprecate’, set its cost to 0€.
Create an automated action with the selected values:
- Model: Product Template
- Trigger: On Update
- First Domain: Pipeline status bar = In use
- Second Domain: Pipeline status bar = Deprecated
- Action To Do: Update the Record
- Data to Write: Cost (Product Template) > Value > 0