How to make a custom (Report-)Filter unsed for view-list make default?

Collapse
X
 
  • Time
  • Show
Clear All
new posts

  • ctheuring
    replied
    I found it - .../Espo/Modules/CRM/Resources/metadata/clientDefs/Task.json (with regexxer search-tool).
    The name of the Filter is (simple) completed, deferred, overdue or todays .
    So I can append (the same code) to .../Custom/Resources/metadata/clientDefs/Task.json as for the other entities.
    Code:
    ----------------cut------------------------
    "dynamicLogic": ....​
    "__comment": "20231127 ct add",
    "defaultFilterData": {
    "primary": "overdue"
    },
    "__comment": "end add",​
    "kanbanViewMode"​ ...
    ---------------end cut----------------
    Some more learned about espoCRM.
    Thanks for your help
    Christoph

    Leave a comment:


  • ctheuring
    replied
    Hello victor,

    it's NOT about the ReportFilters I create as custom-filters, I searched for the IDs of the build-in-filters, for example in Tasks: completed, deferred, overdue, todays
    ... a grep didn't found a task.json anywhere in application/...

    Christoph

    Leave a comment:


  • victor
    replied
    If I understood your question correctly, the ID of the required Report Filter can be found directly in the address bar of the browser (having previously gone to Administration > Report Filters > Your_report_filter_name).
    Attached Files

    Leave a comment:


  • ctheuring
    replied
    Hello victor,

    thanks - that was the right instrunction :-)
    Question: where can I find the ID of the default (filter-)reports of tasks? - to make one of them default?

    Christph

    Leave a comment:


  • victor
    replied
    ctheuring ,

    Detailed instructions: https://forum.espocrm.com/forum/feat...2689#post92689

    Leave a comment:


  • How to make a custom (Report-)Filter unsed for view-list make default?

    I've made some reports with entity report and report-filters to have common entity-filters for all users.
    By default, the filter ALL is the default filter. I want to change it to one of my custom-filters.
    I've tried different guidelines here, but none does the job:
    For example I extended the <entity>.json in Espo/custom/Resources/metadata/clientDef with
    Code:
     ...
    "defaultFilterData": {
    "name": "reportFilter64f1c2757df5e73f4",
    "style": "primary"
    },
    "selectDefaultFilters": {
    "filter": "reportFilter64f1c2757df5e73f4"
    },
    ...


    Christoph
Working...