Pre set value of filter in list view

[krishnapriya]

Hello,

we have getSelectFilters function to preset search values in link field,

Same way how to preset search values in list view?

Please help,

Thanks.

[tanya]

Hello
Set in clientDefs "selectDefaultFilters": {"filter": "{name}"}
application/Espo/Modules/Crm/Resources/metadata/clientDefs/Case.json contains an example

[krishnapriya]

ok. Thats great. Thanks for your help Tanya.

[krishnapriya]

This didn't work for me. Is there any way to clear the filter?

When we goes to another page and comes back to the the page, filter field keeps data which was there before.

How to clear filter by code?

Please help
Thanks.

[tanya]

Override list view, method setupSearchManager

[krishnapriya]

Is there any file using the same code?

Couldn't make it working.

Please help.

Thanks.

[emillod]

tanya can you tell me how to change default filter for search list? For example in task i have field "Customer" which allow me to search parent customer for that task. I can also open list of customers from this field and there i want to setup filter which will show me only customers with status "active". Can you help me?

[nicolar]

I don't know if anyone has done this at the moment, but if you want to pre set a filter before the result the only way is to override in custom copying the actionList function from the Base class:

custom/Espo/Custom/Controllers/CustomEntity.php

<?php

namespace Espo\Custom\Controllers;

use Espo\Core\Exceptions\Forbidden;

class CustomEntity extends \Espo\Core\Templates\Controllers\Base
{
    /**
     * Rewrite list action to get only active CustomEntity
     *
     * @param $params
     * @param $data
     * @param $request
     *
     * @return array
     * @throws Forbidden
     */
    public function actionList($params, $data, $request) {

        if (!$this->getAcl()->check($this->name, 'read')) {
            throw new Forbidden();
        }

        $params = [];
        $this->fetchListParamsFromRequest($params, $request, $data);

// START CUSTOM FILTERS

        $params['where'][] = [
            'attribute' => 'status',
            'type' => 'in',
            'value' => ['active']
        ];

// END CUSTOM FILTERS

        $maxSizeLimit = $this->getConfig()->get('recordListMaxSizeLimit', self::MAX_SIZE_LIMIT);
        if (empty($params['maxSize'])) {
            $params['maxSize'] = $maxSizeLimit;
        }
        if (!empty($params['maxSize']) && $params['maxSize'] > $maxSizeLimit) {
            throw new Forbidden("Max size should should not exceed " . $maxSizeLimit . ". Use offset and limit.");
        }

        $result = $this->getRecordService()->find($params);

        if (is_array($result)) {
            return [
                'total' => $result['total'],
                'list' => isset($result['collection']) ? $result['collection']->getValueMapList() : $result['list']
            ];
        }

        return [
            'total' => $result->total,
            'list' => isset($result->collection) ? $result->collection->getValueMapList() : $result->list
        ];
    }
}

This is the best solution you can develop because there aren't methods that allow to add additional filters (or I can't find them searching in Services and in SelectManagers)
Hope it helps!

[christdady]

Hello,
I hope you're going well.
I would like to add serial numbers on invoices in the CRM. I have created a Serial Number entity that contains the product and serial number fields.
On the sales order item, I have added a multilink serial number that allows me to select multi serial numbers when I make a sale.
I would like to be able to filter on the serial number field so that, when on sales order item, I click on serial number, the serial number entity displays only the serial numbers related to the product choose on sales order item, not all serial numbers in serial number entity.
How can I set filter on item list ?

Thanks