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Make filter show by default

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  • Make filter show by default

    What do I need to do, to have a filter show by default as opposed to having users select "Add Field"? This way I can have fields like "Status" show all the time as it is used. Many of our users are not technical and we have high turn over so training can be a pain.
    Last edited by Clintre; 09-23-2016, 03:31 PM.

  • #2
    Not sure what exactly do you mean. Maybe this would help http://forum.espocrm.com/forum/devel...-for-drop-down ?

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    • #3
      So here is an example...

      Right now if a user wants to have a filter on the Cases list they click the "Add Field" and choose the filter/field they want to filter by. I would like to see where we as administrators could set that by default, so if I want the "Status" filter to show all the time, we can do that.

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      • #4
        client/src/views/list.js

        See getSearchDefaultData
        It looks to metadata.

        You will need to define in clientDefs for your entity type

        PHP Code:
        "defaultFilterData": {
          
        "advanced": {
             
        "status": {
                
        "type""in",
                
        "value": ["Default""Status""Values"]
             }
          }

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        • #5
          hi, i have added below code into to the clientDefs json file of the entity, but no default filter show in the list view of the entity. Is there anything i have done wrongly?

          "defaultFilterData": {
          "advanced": {
          "jobStatus": {
          "type": "in",
          "value": ["Active", "Inactive"]
          }
          }
          }

          the field of default filter i want to show is jobStatus (an enum field) and the value are "Active" & "Inactive"

          Thanks.

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          • #6
            Hello
            It works, until you modify search data manually (or reset it).
            http://forum.espocrm.com/forum/devel...r-in-list-view

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            • #7
              Thank you.

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