Multiple filters for lead status in navbar

[Squandch]

Hello,

I'm trying to create custom buttons in the navbar for leads filtered by different statuses. For example, when a user clicks a button named "Leads Agreement," it should automatically filter to show all leads with a status of "agreement." Similarly, I want to create buttons for other statuses, such as "quote," "prospect," etc.

I tested creating a button that links to #Lead?filter[status]=Agreement, and then I changed the Router.js to detect and filter the new route. However, this didn't work, and the button only redirected to the lead page without applying the filter.

I’m not sure if this is the correct way to implement it or if I’m completely off track. I tried searching for similar topics but couldn’t find any previous answers.

I know EspoCRM already has a built-in filter function in the Leads section, but we want it to be pre-applied as a button in the navbar.

I would really appreciate any help with this, as it’s important for my team. It doesn’t have to be update-safe.

Thank you!

[yuri]

Hi,

It's possible to have a list view link that applies a specific primary filter. You can find available links at Administration > Entity Manager > {Entity} > Details tab. There, you can copy a URL which you can then use in your navbar tab.

There's two ways of adding custom primary filters:

1. By coding.
2. By using Report Filters from the Advanced Pack extension.

[Squandch]

Hi Yuri,

Thanks for your quick response. I managed to fix it by following your advice and going to Administration > Entity Manager > {Entity} > Details tab. The status filter wasn’t there, but I added it by uploading custom Primary Filters in /custom/Espo/Custom/Select/Lead/PrimaryFilters/.