Custom Object Pipeline - sort by owner?
SOLVEHi everyone,
In the deals view, it's super easy to sort by deal owner by selecting a HubSpot user (see below).
Any ideas on how we could do this in the Custom Object view? When creating a custom object, the only property types available for the primary/secondary properties are number and field text (see image below). I know we can filter on "owner' - I'm just wondering if there is a way to add this feature. Thanks!
1 Accepted solution
Custom Object Pipeline - sort by owner?
SOLVEHey @Jenny26
To the best of my knowledge the view for custom objects has always been slightly different from the standard object view, namely by missing the "owner" filter. I am not sure if this is itentionally done by HubSpot (I could create a custom object without an owner property) or an oversight, maybe @coldrickjack has some insights?
I am also not aware that the actual views menu can be hacked/customised to include the owner filter. However you could create a shared custom view filter that users can just apply.
Let me know if that helps.
Frank
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Custom Object Pipeline - sort by owner?
SOLVEHey @Jenny26
To the best of my knowledge the view for custom objects has always been slightly different from the standard object view, namely by missing the "owner" filter. I am not sure if this is itentionally done by HubSpot (I could create a custom object without an owner property) or an oversight, maybe @coldrickjack has some insights?
I am also not aware that the actual views menu can be hacked/customised to include the owner filter. However you could create a shared custom view filter that users can just apply.
Let me know if that helps.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.
|
