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Planview Customer Success Center

What is the criteria used by "Open Candidates Only" / "Open Opportunities Only" filter in treeview?

The filter "Open Candidates/Opportunities Only" is based on the value of the field Decision date in the Objective/decision section of the Candidate /Opportunity.

If the filter is activated and this value is defined on your candidate/opportunity, you will not see this candidate/opportunity.

You can launch this sql query to have the decision date value of the opportunity in the database:

Select name,ActualClose,AvailableToAll,Deleted
FROM Opportunity
where ActualClose is not null
and Deleted = 0
order by Name

the column actualClose is the one that is used to filter (corresponding to the decision date value)

Additional notes:
To set the value for Decision date field:

Go to the Actions /Edit menu of the candidate/opportunity

Please note that by default the value is prefilled with today’s date (but it is not really set).
Enable a checkbox, choose a date (this point is important because if you only fill the date, the value will not be inserted in the database field ActualClose) and save it.