How to make your ERPNext Workspace filters dynamic

ERPNext personalised ToDo list

If you have found the Quick Lists on the Workspace and are using Assignments and ToDos in ERPNext and are responsible for a team, you might have thought about joining the dots:

How do I give all my users a personalised ToDo list?

Well the solution is rather simple, albeit an undocumented hidden feature!

Once you have built your filters for a particular User in the main Workspace editor and saved, it is time to dive into the backend and make a small manual modification.

Search for Workspace in the search bar, bring up the list, then select the relevant workspace you are building.

Navigate to the Quick Lists tab and in each row in the Quick List Filter column edit the hard-coded username and replace with (with no quotes):

frappe.boot.user.name

Save and Voila ! A dynamically updating filter for your quick list.

Warning : editing the Workspace in the normal way will overwrite the dynamic filter! So just use the same procedure to update again.