How to Use Dashlet Filters with Custom Fields

[Carolus]

I’m looking for a way to expand the "Primary Filter" options in EspoCRM for the Contact entity.

Current Setup:

• Custom Field:
  • Name: Privatcontact
  • Type: Checklist (with "Yes option)
• Primary Filter Limitations:
  Currently, I only see two default options:
  • All
  • Portal Users

Goal:
I want to create a dashlet on the homepage that displays only contacts marked as "Privatcontact = Yes".

Questions:

1. Is there a way to add custom filters (like Privatcontact = Yes) to the primary filter dropdown?
2. If not, what’s the best workaround to achieve this (e.g., via Advanced Pack, workflows, or a custom view)

I’d appreciate any guidance or steps to resolve this.

[item]

Hi,
i know, we can do filter with Advanced Pack but forget.

via code :

https://docs.espocrm.com/development/metadata/select-defs/#primaryfilterclassnamemap

custom/Espo/Custom/Classes/Select/Account/PrimaryFilters/Actual.php

namespace Espo\Custom\Classes\Select\Account\PrimaryFilters;

use Espo\Core\Select\Primary\Filter;
use Espo\ORM\Query\SelectBuilder;

class Actual implements Filter
{
    public function __construct()
    {}

    public function apply(SelectBuilder $queryBuilder): void
    {
        $queryBuilder->where([
            'status' => ['New', 'Active'],
        ]);
    }
} 

custom/Espo/Custom/Resources/metadata/selectDefs/Account.json

{
    "primaryFilterClassNameMap": {
        "Actual": "Espo\\Custom\\Classes\\Select\\Account\\PrimaryFilters\\Actual"
    }
} 

custom/Espo/Custom/Resources/metadata/clientDefs/Account.json

{
    "filterList": [
        {
            "name": "Actual",
            "style": "warning"
        }
    ]
}​ 

clearCache, rebuild

I hope, i have not forget other needed code..

[Carolus]

Thanks for your responce.
I cant find this stucture on the hosting
until the map /custom/Espo/Custom is there, in this map I see only map Controllers and Resources.
I don't have Advanced Packed, thats possible the reason thats the structure is different.

If there is an another solution I appreciate that.

[item]

Hi,
create the directory.. follow the path as my sample, change Account to Contact .. and the filter 'status' => ['New', 'Active'], to yours privatcontact => 'Yes' something so. see UpperCase LowerCase too

[Carolus]

Hi,

I made the changes, now i see the message:

' kan dit verzoek momenteel niet verwerken.

HTTP ERROR 500
'

[item]

this is the result of a bad json file.
You need to check if each file is json correct, if you have make copy-past from forum, he add somes extra bad characters.

[Carolus]

I understand, and PHP is ok when I copy ?