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!
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!
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