Document Entity - Feature request and developer help

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  • jcortes0309
    Member
    • Mar 2016
    • 68

    Document Entity - Feature request and developer help

    I have two different questions regarding the Document entity. One is a request and the other one is a general developer question. Since I didn't think I need to create two different threads, I'm going to post both here.
    1. Feature request - When in the Documents page you can hit the "Manage Folders" button/icon (Image 1) and this will take you to the Document Folders view. In the Document Folders view there is a button that will allow you to see the documents in tree view (image 2); however there's no button to go back to the Documents page. It would be great if there is a button in the Document Folders view that allows you to go back to the Documents page/view and another one in the Document Folders/list view that allows you to go to the Documents page as well
    2. Explanation of code - How is the code below supposed to work? This code is found in the Document.json file in application/Espo/Modules/Crm/Resources/metadata/clientDefs/Document.json. I thought that when I go to the Documents folder the filter will automatically be set to show "active" documents; however this is not the case. It's showing "all" documents by default (image 3). The same is true for the application/Espo/Resources/metadata/clientDefs/User.json and application/Espo/Modules/Crm/Resources/metadata/clientDefs/Case.json.

      Code:
      	    "selectDefaultFilters": {
      	        "filter": "active"
      	    }


    Thanks!


    Image 1



    Image 2



    Image 3
  • yuri
    Member
    • Mar 2014
    • 8557

    #2
    1. Will be done
    2. It's only for Select popups. You should use defaultFilterData (available in Email clientDefs).
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • jcortes0309
      Member
      • Mar 2016
      • 68

      #3
      nThanks a lot for the information. I have made changes to my code, but not sure why it's not working yet.

      Code:
          "filterList": [
              "actual",
              "todays",
              {
                  "name": "overdue",
                  "style": "danger"
              },
              {
                  "name": "completed",
                  "style": "success"
              }
          ],
          "defaultFilterData": {
              "presetName": "actual",
              "primary": "actual"
          },
      Should I have done anything different?

      Also what are the Select popups?

      Comment

      • alasdaircr
        Active Community Member
        • Aug 2014
        • 525

        #4
        About the defaultFilterData option, as soon as you change it once, it's saved to localStorage in the browser as a preference. Defaults are ignored from then on.

        I would like to force a particular every time a particular entity list is navigated too, but that's more a feature request.

        Comment

        • alasdaircr
          Active Community Member
          • Aug 2014
          • 525

          #5
          Example localStorage object
          Code:
          espo-listSearch-Email: {
          "textFilter":"",
          "advanced":{},
          "bool":{},
          "presetName":null,
          "primary":null
          }

          Comment

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