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I want a dropdown box above a grid to filter the grid by month

Last post 02-02-2017 2:14 PM by Method_Ben. 1 replies.
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  • 01-31-2017 3:40 PM

    I want a dropdown box above a grid to filter the grid by month

    What's the easiest way to do this? The dropdown should be populated with 3-letter abbreviations. In future, I'd like to add one by year also.

    Do I need to create a table with dropdown values 1-12 and corresponding 3-letter months? Do I then refer the dropdown to that table? Is there an easier way to group dates like in a report filter?

    Thanks

  • 02-02-2017 2:14 PM In reply to

    Re: I want a dropdown box above a grid to filter the grid by month

    Hi MikeB,

    For Classic - The option you mentioned is likely the fastest and cleanest way to make this happen. You'll also need to add some actions on the Add/Edit screen of whatever records you have in your grid to populate information onto your "Month" dropdown field when the record is actually created to make things simpler.

    In Method:New - we have added functionality for a DateTime Comparisons to Compare using only particular parts of the DateTime field (e.g only compare the Month), but this functionality does not exist in Classic.


    Thanks,


    -Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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