Define CRM object views, filters, and date rules in .object.yaml format.
npx skills add https://github.com/himes19/pulsevolt-infra --skill views-filters-himes19
Please help me install this Agent Skill. Skill: views-filters Source: https://github.com/himes19/pulsevolt-infra/tree/main/skills/crm/views-filters Command: npx skills add https://github.com/himes19/pulsevolt-infra --skill views-filters-himes19
This skill standardizes and documents the configuration of object-level views, saved views, filters, and date formatting using the .object.yaml contract, enabling consistent UI behavior and easier collaboration across CRM objects.
Create or update an object's .object.yaml to define default views, settings, and filters, then refresh the UI to apply the saved configuration.
High-intent search queries and answers about installing and using this skill.
To configure saved views and filters for CRM objects, define the view types, per-view settings, and filter presets directly within your .object.yaml file. This establishes a single source of truth for consistent UI behavior and context switching.
CRM object views support multiple view types including kanban, calendar, timeline, gallery, and table/list formats. You can specify per-view settings within the .object.yaml structure to customize each layout independently.
Date formatting in CRM data models falls back to system timestamps, specifically created_at or updated_at, when custom date fields are absent. This ensures date handling rules remain functional across all object configurations.
No external dependencies are required to standardize object-level views and date rules. The skill operates independently using the .object.yaml contract to enforce structure for CRM objects without needing additional components.
Using .object.yaml to manage CRM filter presets provides a single source of truth for field mappings and view configurations, ensuring consistent UI behavior and enabling easier collaboration across different CRM object models.
Yes, you can apply different filter presets and per-view settings to kanban, calendar, and other view types within the same CRM object by defining them individually in the .object.yaml structure.
aspectrrAutomate CRM object creation from SQL to filesystem with verification.
putrawitamaOrganize saved views and filter rules for CRM objects via .object.yaml projections.
aspectrrGenerate CRM dashboards by creating .report.json configurations with panels, filters, and chart mappings.
keboolaTranslate natural language data requests into JSON specs for CRM saved-views and dashboards APIs.
