Default Primary Filter for assignedUser

[a.slyzhko]

The root cause of a problem lays down in views/fields/assigned-user.js file. If you look into its code you will find that filters are hadrcoded:

getSelectBoolFilterList() {
    if (this.assignmentPermission === 'team') {
        return ['onlyMyTeam'];
    }
}

getSelectPrimaryFilterName() {
    return 'active';
}​ 

I defined custom js file for Task and used following code to resolve the same issue:

define('custom:views/task/fields/assigned-user', ['views/fields/assigned-user'], function (Dep) {

    return Dep.extend({

        getSelectPrimaryFilterName() {
            return this.getMetadata().get(['clientDefs', 'Task', 'relationshipPanels', 'assignedUser', 'selectPrimaryFilterName'])
                || this.getMetadata().get('clientDefs', 'User', 'selectDefaultFilters', 'filter')
                || this.getMetadata().get('clientDefs', 'User', 'defaultFilterData', 'primary')
                || 'active';
        }
    })
});
​ 

[rouhu]

If you need to pre-populate form fields then here is working code:

define('custom:approvingManager-handler', ['dynamic-handler'], (Dep) => {

return class extends Dep {

init() {

if(!this.currUser) {
this.currUser = this.recordView.getUser();
}

if (this.currUser.get('userParentId')) {
this.model.set('assignedUserId', this.currUser.get('userParentId') );

Espo.Ajax.getRequest('User/'+this.currUser.get('userParentId'))
.then(response => {
if (!response || response.length === 0) {
console.error('NO RESPONSE');
return;
}
this.model.set('assignedUserName', response.name );
// console.log('RESPONSE: ', response);
})
.catch(error => {
console.error('ERROR:', error);

});

//this.model.set('assignedUserName', '[-- Leave Empty --]' );
} else {
this.model.set('assignedUserName', '[-- Select Approving Manager --]' );
}
}
}
});

[rouhu]

I did not define the filter with camelcase. But what I am really after is to pre-populate the assignedUser-field with userParentId-user.

Here is the dynamic handler that just places the userParentId on to the assignedUser field but it needs something more. Any advice would be helpful ?

​define('custom:approvingManager-handler', ['dynamic-handler'], (Dep) => {

return class extends Dep {

init() {

if(!this.currUser) {
this.currUser = this.recordView.getUser();
}

this.model.set('assignedUserId', this.currUser.get('userParentId') );

}
}
});

[rabii]

filterName should be always be camelCase.

{
"filterList": [
        {
            "name": "approvingManager"
        }
    ],
} 

also in relationship panels

"relationshipPanels": {
  "assignedUser": {
    "layout": null,
    "selectPrimaryFilterName": "approvingManager",
    "filterList": ["approvingManager"]
  }
}​ 

see example in documentation https://docs.espocrm.com/development...tionshippanels

[rouhu]

I have made a Primary Filter for Assigned User lookup values, added it to the filter list and it is working fine.
But I cannot set it as default filter when used with child entity, no matter what.

I have tried these at User.json:
"filterList": [
{
"name": "ApprovingManager"
}
],
"selectDefaultFilters": {
"filter": "ApprovingManager"
},
"defaultFilterData": {
"primary": "ApprovingManager"
}

Tried also in child entity clientDefs:
"relationshipPanels": {
"assignedUser": {
"layout": null,
"selectPrimaryFilterName": "ApprovingManager",
"filterList": ["ApprovingManager"]
}
}

The assignedUser relationship is not in the list of relationships for an entity, so whats the name of the relationship ?

Thanks for all.