Filter out the users based on the departments using objects and picklists
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Anushka Tiwari
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Issue
- How to create a filter using an object to filter users with respect to their department
Resolution
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Follow the below steps to create filter:
1. Navigate to Control Panel > Object > Objects.
2. Now create 'New custom object' say - Newuser and click on 'Save' and inside the 'Details tab' > Scope > 'Panel Category Key' then select 'control panel> users' option.
3. Navigate to the Control Panel > Picklist. Create the picklist say- Department, and inside the created picklist, add the 'new items', say- Dept A , Dept B.
4. Now, inside the created object, select the 'Field' tab and create the new fields: say- Name, Department , Mobile number.
5. Then select the 'Views' tab inside the created object and create a 'new view'
6. Now inside the created View, click on 'Basic info' and check box the 'Mark as Default'.
7. Then click on 'View builder' and add column which we have created in the step 4.
8. Click on 'Filter' tab inside the object and select the 'Filter by' and select the picklist you have created in the step 3. Select 'filter type' and 'value' like Dept A , Dept B.
9. Click on 'save'.
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Attached the complete video for this process.
https://drive.google.com/file/d/1pM7cq3-FeSLrywe3kKoHWkorWMWE_p5t/view?usp=sharing
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