Does anyone know if there is a way, when a user selects OBS in Portfolio Filters to have the Filter Mode default to Unit and Descendants?
Short answer, no I don't think an out the box way is possible...
I tried configuring the portfolio filter view fields, but nothing updated sadly.
What's interesting is the field is named "OBS" but in all the accessible portfolio objects, the filter field is named "OBS Unit".
I suspect the "OBS" field was added onto the list, since the other fields shown depend on the object chosen and OBS is the last field
Path that it calls:
Thanks Andrew - I wanted to be sure I wasn't missing anything.
For anyone where their users get tripped up on this, please vote up Default OBS Filter Mode for 'Unit and Descendants' in Portfolio Power Filter if you believe this would provide value to your organization.
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