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  • Custom Filters (presetFilters)

    I work with EspoCRM 7.0.x and would like to store my own filters for the contacts.

    During my research I found this tutorial:
    We decided to publish short tutorial how to create custom filters which will be available for all users. You have to login to your ftp server and modify files. 1. Plan your filters Prepare list of filters and make changes in your files. Go to directory: /custom/Espo/Custom/Resources/metadata/clientDefs 2. Add translation Find file with name of … Custom Filters in EspoCRM Read More »


    But in the official documentation you can find the following hint:
    "Select Manager Important: Deprecated as of v6.1.0. Use Select Builder instead."

    How do I correctly add my own filters in version 7.0.x?

  • #2
    Here's a link to the new Select Builder Framework documentation https://github.com/espocrm/documenta...ect-builder.md, unfortunately there are no tutorials or simple user instructions yet.

    I am working through the painful transition of adapting our custom code and have posted one example, but this is more for advance coders. Here's that link also in case you are interested. https://forum.espocrm.com/forum/inst...5827#post75827
    Last edited by telecastg; 10-19-2021, 08:22 PM.

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    • #3
      I have written a small tutorial for "PrimaryFilters" in EspoCRM 7.0.x.
      https://forum.espocrm.com/forum/deve...-espocrm-7-0-x

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      • #4
        Excellent contribution ! Sonja Hurter

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