Show field filter on view by default

[onepoint0]

Hi Devs,

I want to show a particular field filter by default on a custom modal that I've written. I think it's pretty much the same functionality that is in the Opportunity view where it's showing Close Date by default:



I've searched the code base and googled and I can't find how it's doing it. Can anyone please help?

Cheers,
Clare

[victor]

This link will help: https://forum.espocrm.com/forum/feat...tity#post92689

[onepoint0]

Thanks for the response Victor, but I don't have access to report filters in my Administration screen.

I figured out how to do this though. Here it is for anyone who needs it.

I didn't realise initially but Espo is showing that filter because I added it from the 'Add Field' dropdown and Espo is remembering and showing it again when I come back to the screen (not by default which I thought at first). It sets the config for the filters to show in EspoCRM-7.5.5/client/src/views/record/search.js in the updateSearch function:

updateSearch: function () {
    console.log('search.js updatesearch ', this.advanced); // <-- put in some debugging so you can see the format for the filter you want to show - call the filter on another screen
    this.searchManager.set({
      textFilter: this.textFilter,
      advanced: this.advanced, // <-- this is the config data for the filter
      bool: this.bool,
      presetName: this.presetName,
      primary: this.primary,
});
console.log('search.js after updatesearch ', this.searchManager);
},
​

Add the filter you want to show in Entity Manager > Layout > Search Filters. My resulting EspoCRM-7.5.5/custom/Espo/Custom/Resources/layouts/Lens/filters.json file:

[
    "camera1"
]​

In a modal, which is how I'm using it, search.js is called from loadSearch in EspoCRM-7.5.5/client/src/views/modals/select-records.js, so extend this view and alter the loadSearch function. I've directly set the this.filters value - idk if this is best practice but it works - before calling the loadSearch function in select-records.js:

define('custom:extend-select', ['views/modals/select-records'], function (Dep, List) {
    return Dep.extend({
        className: 'dialog dialog-record',

        // if true, clicking on the backdrop will close the dialog
        backdrop: true, // 'static', true, false

        data: function () {
            console.log('in data extend-select');
            var data = Dep.prototype.data.call(this);
            return data;
        },

        loadSearch: function () {
            this.filters = { // <-- set filter here
                camera1: {
                    data: { type: 'isEmpty' },
                    type: 'isNotLinked'
                }
            };

            Dep.prototype.loadSearch.call(this);
            console.log('loadSearch ', this.searchManager);
        },

        setup: function () {
            console.log('in setup extend-select ', this);
            Dep.prototype.setup.call(this);
        },

        loadList: function () {
            Dep.prototype.loadList.call(this);
            console.log('load list - this is ', this);
            this.stopListening(this, 'select'); // <-- doesn't work :(
        },

    });
});
​