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Putting Coded Filters on a Customization Project Table ?

  • March 27, 2025
  • 6 replies
  • 58 views

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I want to filter out some specific data out of a table on the coding side so that users can’t see it. How would I go about setting filters, so specific information is excluded?

Best answer by darylbowman

If it’s a custom screen, you should be able to have whoever built it change it however you want. Unless it’s a screen added by an ISV or something, in which case, a developer could simply add a customization to customize that screen using this method:

You would have to alter the data view bound to the table. You can do this by redefining the data view in a graph extension. If the data view has a data view delegate, you’d have to redefine the data view and data view delegate in the extension.

 

6 replies

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  • Jr Varsity I
  • March 27, 2025

Can you provide more detail on what you are trying to accomplish? Are you wanting specific fields to be invisible, or specific records?


darylbowman
Captain II
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You would have to alter the data view bound to the table. You can do this by redefining the data view in a graph extension. If the data view has a data view delegate, you’d have to redefine the data view and data view delegate in the extension.


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  • Author
  • Freshman II
  • March 27, 2025

Can you provide more detail on what you are trying to accomplish? Are you wanting specific fields to be invisible, or specific records?

We want specific records to be excluded, such as all Quotes Sales Orders are not included in the Customer Order History.


darylbowman
Captain II
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Is that a screen or GI? I’m not finding that screen in my local instances.


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  • Author
  • Freshman II
  • March 27, 2025

Is that a screen or GI? I’m not finding that screen in my local instances.

Customization Screen, specifically My Orders (SP700003) in the Customer Portal.


darylbowman
Captain II
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  • Answer
  • March 27, 2025

If it’s a custom screen, you should be able to have whoever built it change it however you want. Unless it’s a screen added by an ISV or something, in which case, a developer could simply add a customization to customize that screen using this method:

You would have to alter the data view bound to the table. You can do this by redefining the data view in a graph extension. If the data view has a data view delegate, you’d have to redefine the data view and data view delegate in the extension.