i have multiple dashboards and i would like to know how can i add dashboard filter by record type? I don see this option in my filter list. I tried added a formula field in my Account & opportunity object but it still doesn't show up in my dashboard filter


The documentation says

You can filter on picklists, lookups, and checkboxes, and on text, numeric, date, and date/time fields.

Guess RecordType isn't any of those eligible field types - it's an Id field in essence by not really treated as lookups.

You can probably create a pickup list that you can stamp different values (with workflow for instance) based on record type, then that can be used as a dashboard filter.

  • if i create a pick list (with workflow) that is for newly created/updated records right? how about my old records? i have to mass update? – user2074703 Feb 5 '15 at 3:54
  • Yes you'll have to mass update existing records. – dqqplayer Feb 6 '15 at 4:39

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