Add default filter options

[Polea]

Upon creating a meeting, I need to filter the users attendees by default using the title field. This means that when you create a meeting and select the users, already a filter is being applied (title equals to a string).

What is the correct way to do this? I have tried several options with custom views and none have worked.

[rabii]

I think you just missed something, this is how you can do it, follow steps below and use code below and it will work (i have tested it).

1 - Create a meeting.json under custom\Espo\Custom\Resources\metadata\entityDefs and use code below (if this field already exist just add the users field only to the fields section of your json file.

{
    "fields": {
        "users": {
            "view": "custom:views/meeting/fields/users"
        }
    }
}​ 

2 - Create the custom view for user field which will extend existing users and only add a filter for the title as below, create a users.js under client\custom\src\views\meeting\fields and use code below (Create the folders if they don't exist)

define('custom:views/meeting/fields/users',  ['crm:views/meeting/fields/users'], function (Dep) {

    return Dep.extend({

        getSelectFilters: function(){
            return {
                'title': {
                    type: 'equals',
                    value: 'Manager'
                }
            }
        }
    });
});​ 

Change the string in the value to whatever string you need.

Clear cache and rebuild the system and it should work

Hope this helps

[llen]

hi rabii nice to see you again

i want to ask what if the case is i want to do it in the sidepanels/detailsmall section. which i want to apply it in selecting an account where this account has been selected in its parent before but in sidepanels/detaillsmall i want to use the account data to be selected again in sidepanel/detailsmall again

[rabii]

If i understand, when a Coupan Ads record has an account selected and then when creating a related (Outlet) you want the account to be passed to the detailSmall and be set there ? Is this what you want ?

[rabii]

If that is what you want then what i shared above with Polea is not what you need. you just need to add a createAttributeMap to the relationship (outlets) on your clientDefs > Coupanads.