Workspace Infolet Filters and Actions

With a few clicks, navigate to the relevant areas in your sales process where you can use filters to view the records and take immediate actions.

For example, with just a single click of a button, you can complete or defer tasks without having to drill down to view the record, or you can accept or reject new leads without having to navigate to the Leads UI. You can also refresh your record data, edit the title of your infolets, and move, hide, or show specific Workspace infolets on your infolet page.

The smart actions match the smart actions available from the Workspace UI, and the quick action denoted by the ellipsis icon opens an inline window where you perform your action without having to navigate outside the infolet. You can also create a new record for your specific Workspace infolet by clicking the Create icon (plus sign) from the top right corner of the infolet.

Make sure the infolet that's displayed on the page is a Workspace infolet. Workspace infolets include the Workspace icon (callout 1) and the three dots for quick actions (callout 2). Here's a screenshot of the My Accounts Workspace infolet:

Predefined Workspace Infolet Filters and Actions

Here are the predefined filters and actions available to you from your Workspace infolets:

Workspace Infolet	Select one of these filters...	Select one of these record quick actions...	Select one of these infolet actions...
My Accounts	All Accounts My Accounts My List for Accounts My Team Accounts	Create Appointment Create Note Create Opportunity Create Service Request Create Task Log a Call	Refresh Create Account Configure Edit Title and Views Hide
My Appointments	My Appointments	Create Call Report Create Follow-up Appointment Create Follow-Up Task Create Note Decline Call Report Creation Delete Task	Refresh My Calendar Configure Edit Title and Views Hide
My Contacts	My Contacts My List for Contacts	Add to Campaign Create Appointment Create Note Create Opportunity Create a Service Request Log a Call	Refresh Create Contact Configure Edit Title and Views Hide
My Leads	My Open Leads My List for Leads My Team's Open Leads Open Leads Where I am on the Team	Add to Campaign Convert Lead Create Appointment Create Note Create Task Log a Call Qualify Rank Reject Retire Lead Run Assignment Score	Refresh Create Lead Configure Edit Title and Views Hide
My Opportunities	My Open Opportunities My List for Opportunities My Team's Opportunities Open Opportunities Where I am on the Team	Create Appointment Create Opportunity Create Service Request Create Note Create Task Log a Call	Refresh Create Opportunity Configure Edit Title and Views Hide
My Tasks	My Open Tasks My Overdue Tasks My Team's Tasks	Create Call Report Create Follow-Up Appointment Create Follow-Up Task Create Note Decline Call Report Creation Delete Task Mark Complete	Refresh Create Task Configure Edit Title and Views Hide

Add a Saved Search List as a Filter to the Workspace Infolet

For each of the six predefined Workspace infolets, you can choose which Workspace saved search list to view from the drop down filter menu configured by your administrator. Click the Workspace icon in the top right of the Infolet to drill down to the currently selected filter list. This action takes you to the Workspace UI. Click Home to return to the Sales Infolets tab on the Analytics page.

To add a list as a filter:

1. Click Home to return to the home page.

2. Scroll down to the Analytics section where the infolet is located.

3. Click Actions (the arrow icon in the top right corner of the infolet) and select Configure.

4. In the window, click the Filters tab.

5. In the Search field, start to enter the name of the saved searches you want as filters to display, and from the list returned in the Available column, highlight the saved searches you want.

6. Move the list you want from the Available to the Selected column.

7. You can use the arrow buttons to change the order of the filters.

8. Click Save and Close to close the window and return to the home page.

   The filter is now available in your Workspace infolet.