3152017 - Filters in Pipeline Manager/Pipeline Flow

You would like to add filters in the Pipeline Manager/Pipeline Flow.

 SAP Cloud for Customer

1. Go to Intelligent Sales Execution Workcenter.
2. Navigate to Pipeline Manager/Pipeline Flow view.
3. Go to filters.
4. You would like to add new filters (standard/custom) there.

Currently, extension field could be added into advanced filter by following the steps below.

1. Go to Administrator -> General Settings  -> Extensibility Admin
2. Select opportunity entity
3. Go to Field Attributes tab
4. Turn on attribute Filterable for your extension field
5. Click Save
6. Go to Intelligent Sales Execution ->  ISE Administration -> Pipeline Manager Extensibility/Pipeline Flow Extensibility View
7. Click UI view
8. Click + button for section  
9. Click Pencil button for pipeline filter /pipeline flow filter
10. Click button "Add from List" -> extensions
11. Click + button for your extension field
12. Click Apply button

ISE ; Filters ; Standard ; Custom ; Pipeline ; Fields ; Pipeline Manager ; Pipeline Flow , KBA , LOD-CRM-SBS-PI , Pipeline & Pipeline Flow , How To