How to add a custom filter with custom enum field values?

[rgcadavos]

Hi All,

I want to have a custom filter search that displays record lists with last action like last Email and last Call. I would like to have the values Email and Call in a custom enum field.

I tried creating the file custom/Espo/Custom/Selectmanagers/Contact.php

<?php

namespace Espo\Custom\SelectManagers;

use Espo\Modules\Crm\SelectManagers\Contact as ContactCrm;

class Contact extends ContactCrm
{
protected function filterCustomEnum(&$result)
{
$result['customJoin'] .= " LEFT JOIN note AS notes ON contact.id = notes.parent_id AND notes.deleted = 0 ";
$this->addAndWhere(array(
'notes.type' => 'EmailSent'
), $result);
}

}

I get still get the whole collection. Im new to EspoCRM and still having hard time extending customs.

Anyone can enlighten me on this?

Thanks.

[tanya]

Hello

check the path "custom/Espo/Custom/Selectmanagers/Contact.php" (SelectManagers - folder name is case sensitive)
add enpoint (log some text) to know, if filter is read

did you add to custom clientDefs filter definition, like

{
    "filterList": [
      {
         "name":"customEnum"
      }
   ]
}

and select in on the list?

[rgcadavos]

Yes, but in the total count display. It says Total: 2 but it displays only 1 record, though i have sent 2 email on that record. Is my query wrong or is there a need to add $this->limit() ???

[tanya]

application/Espo/ORM/DB/Query/Base.php method createSelectQuery
add endpoint before return, like

 if ($entityName == "Contact") { $GLOBALS['log']->error($sql);}

run query from log file in phpMyAdmin and analyze, what you need to add to query (possible contact.id duplicates because of one of JOIN)

[rgcadavos]

Hi @tanya,

By the way, thanks for the responses.

I have added

$this->applyOrder('note.modified_at', true, $result);
$result['distinct'] = true;

and it did return the correct total count and was sorted to the latest activity.

here is my final code,

protected function filterEmailSent(&$result)
{
$result['customJoin'] .= " LEFT JOIN note ON contact.id = note.parent_id AND note.deleted = 0";
$this->addAndWhere(array(
'note.type' => 'EmailSent'
), $result);
$this->applyOrder('note.modified_at', true, $result);
$result['distinct'] = true;
}
protected function filterHasCall(&$result)
{
$result['customJoin'] .= " LEFT JOIN note ON contact.id = note.parent_id AND note.deleted = 0";
$this->addAndWhere(array(
'note.related_type' => 'Call'
), $result);
$this->applyOrder('note.modified_at', true, $result);
$result['distinct'] = true;
}

and Contact.json in clientdef,

"filterList": [
{
"name":"emailSent",
"label":"Email Sent"
},
{
"name":"hasCall",
"label":"Has Call"
}
]

but the label doesnt work well when selected. Can you help? is this a bug?

[tanya]

Hi
Translation for this is in "presetFilters" section.

"presetFilters": {
        "customEnum": "custom - Enum"
    }

[wtconseil]

can we do the translate / presetFilters through "custom" folder (=> e.g. custom/Espo/Custom/Resources/i18n/fr_FR/Contact.json )

or should we do that in application/Espo/Resources/i18n/fr_FR/Global.json ?

[tanya]

of course, you can set it in custom/Espo/Custom/Resources/i18n/fr_FR/Contact.json

[rgcadavos]

Thanks a lot, tanya

[wtconseil]

A small question :

If i had my filter in => application/Espo/Modules/Crm/Resources/metadata/clientDefs/Contact.json

    "filterList": [
-      "portalUsers"
+      "portalUsers",
+      "MyFilter"
    ] 

=> it's working

but i was thinking i could add it in custom folder => custom/Espo/Custom/Resources/metadata/entityDefs/Contact.json
i try to add

"filterList": [
-      "portalUsers"
+      "portalUsers",
+      "MyFilter"
    ] 

but .. not working.

any reason ?

If i let it in application folder, maybe it will be replace but one of your file during an upgrade?

Thanks

[tanya]

Hi

you added to entityDefs, needs to clientDefs folder
also check if custom/Espo/Custom/Resources/metadata/clientDefs/Contact.json is valid and is readable.

[wtconseil]

Oh thanks ! you're right !

Really ... really .. thanks for your awesome support!
everything is ok for me now :-))

    modified:   custom/Espo/Custom/Resources/i18n/fr_FR/Contact.json
    new file:   custom/Espo/Custom/Resources/metadata/clientDefs/Contact.json
    new file:   custom/Espo/Custom/Selectmanagers/Contact.php 

:-)))

[theBuzzyCoder]

Hi,

I am trying to do the same with leads but its not working

here's my code and path to file

/home/user/projects/www/espocrm/custom/Espo/Custom/SelectManagers/Lead.php

<?php
namespace Espo\Custom\SelectManagers;

use Espo\Modules\Crm\SelectManagers\Lead as LeadCrm;

class Lead extends LeadCrm
{
    protected function filterNewLeads(&$result)
    {
        $result['whereClause'][] = array(
            'status=' => 'New'
        );
    }
}
?>

/home/user/projects/www/espocrm/custom/Espo/Custom/Resources/metadata/clientDefs/Lead.json

{
    "filterList": [
        {
            "name": "newLeads"
        }
    ]
}

/home/codaxtr_user/projects/www/espocrm/custom/Espo/Custom/Resources/i18n/en_US/Lead.json

{
    "presetFilters": {
        "newLeads": "New Leads"
    }
}

The filter "New Leads" is not showing up in the Leads

[tanya]

Hello
Check if your json files are valid (maybe it's a part of json, if not I see extra commas). And filter name has to be "name": "newLeads" (lower camel case)

[theBuzzyCoder]

It started working somehow!

In Administrator when I got to label manager -> Lead -> presetFilters and change the value, where exactly is it updated.

In database(if yes, please specify which table / field) or Lead.json