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

[rabii]

Hey Tanya,

Could you please help, i am trying to achieve the following :

i have created 3 entities : Clients - Services - Projects

- Client Has Many Projects
- Client Has Many Services
- Projects Has Many Services

I would want to create new project and once i choose the client for this projects then when selecting services for the projects i want to get only services of the client selected for current project, just like the existing relation between call - contacts and account. In the call entity when creating new call for a specific account then in the contacts field you can choose only contacts that belong to this current account. please see attached screenshot.

this is the link to the question i put on the forum but had not response yet.

https://forum.espocrm.com/forum/developer-help/50306-filter-contacts-field-of-call-entity-based-on-account

can you please help

Many thanks

[theBuzzyCoder]

Figured out why it was not working. The reason was browser cache. Once I did reload with

Ctrl + Shift + r

it started working. Thanks for the quick response tanya . Helped me a lot.

[tanya]

custom/Espo/Custom/Resources/metadata/clientDefs/Lead.json
with your content

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

And I have this filter in the list. Did you clear the cache?

[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

[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]

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

[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 

:-)))

[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]

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

[rgcadavos]

Thanks a lot, tanya

[tanya]

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

[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]

Hi
Translation for this is in "presetFilters" section.

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

[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]

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)