Make filter show by default

[Clintre]

What do I need to do, to have a filter show by default as opposed to having users select "Add Field"? This way I can have fields like "Status" show all the time as it is used. Many of our users are not technical and we have high turn over so training can be a pain.

[yuri]

Not sure what exactly do you mean. Maybe this would help http://forum.espocrm.com/forum/devel...-for-drop-down ?

[Clintre]

So here is an example...

Right now if a user wants to have a filter on the Cases list they click the "Add Field" and choose the filter/field they want to filter by. I would like to see where we as administrators could set that by default, so if I want the "Status" filter to show all the time, we can do that.

[yuri]

client/src/views/list.js

See getSearchDefaultData
It looks to metadata.

You will need to define in clientDefs for your entity type

"defaultFilterData": {
  "advanced": {
     "status": {
        "type": "in",
        "value": ["Default", "Status", "Values"]
     }
  }
} 

[Vincent]

hi, i have added below code into to the clientDefs json file of the entity, but no default filter show in the list view of the entity. Is there anything i have done wrongly?

"defaultFilterData": {
"advanced": {
"jobStatus": {
"type": "in",
"value": ["Active", "Inactive"]
}
}
}

the field of default filter i want to show is jobStatus (an enum field) and the value are "Active" & "Inactive"

Thanks.

[tanya]

Hello
It works, until you modify search data manually (or reset it).

http://forum.espocrm.com/forum/developer-help/33503-pre-set-value-of-filter-in-list-view

[Vincent]

Thank you.