Filtering Lookups

The Project Pulse framework allows for complex customizations. In this post we will cover the topic of customizing a lookup by adding some default filters in order to exclude non-interesting records.

We will use the Staff lookup as an example. Typically, when adding resources to a project, you don’t want to see inactive or users no longer available to assign. This is how you can exclude these staff records from lookups, but still have the option to see them if needed.

 

Step 1 – Create a Default Query Panel for the Staff Lookups

Go to the Query Panels tab (part of the Data […]

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