Maximum number of records shown (selected via the Options on the History tab) is ignored when a column filter is applied in the history tab

Version 1

    Details

    Maximum number of records shown (selected via the Options on the History tab) is ignored when a column filter is applied on the history tab

    [STEPS TO REPRODUCE]
    1. Browse to a contact record with many history items
    2. Click the History tab (here a record with 1014 entries in the History tab)


    3. Right Click on the History tab >> Enable Filter for the tab
    4. Right click in the History tab >> Enable Summary for the tab
    5. Right click in the History tab >> Options >> Maximum number of records shown


    6. Change the max value to 10 records shown


    7. Click OK
    8. As a test, click on the Pending tab and back to the History tab, verify the History tab still only loads 10 records


    9. Click the Filter drop down for any column (here the Activity) and set a filter (Activity = Sale)
    10.  Verify the filter is respected, only Sales activities are shown, and only 10 of these items show in the History tab
    >> RESULT:
    as expected only Sales activities and only 10 records are shown


    11. Click the Pending tab for the contact
    12. Click the History tab
    10.  Verify the filter is respected, only Sales activities are shown, and only 10 of these items show in the History tab
    >> RESULT:
    only Sales activities but now a lot more than the expected 10 records are shown as set as maximum shown records



    Resolution

     

     [CAUSE]

    This is RM # 211715


    [WORKAROUND]

    1. Users should be advised to release the filter by pressing the bottom X every time they leave the tab or GoldMine

     

    2. in order to prevent performance issues on contact records with a large amount of History - Users should be advised to go to a contact record with a small number of historical records when closing GoldMine (might be inconvenient)

    3. GM.INI override which forces the filter not be available when the user switches back to the History tab

     

    [User-Override:HistoryTab]

    FilterCondition=


    Note Beside: Users may have concerns that this is inconvenient as the filter is released as soon as they leave the tab, so it is for the customer's consideration