Global Search Includes Completed Tasks

[robbyslaughter]

I've searched through the forums and not found anyone else talking about this. If you search for a keyword that is in a Task, Global Search will return all tasks---even those that have been completed.

Is this something that can be changed? I don't think so at present, but it would be a nice feature for a future version of EspoCRM.

Of course one can search within the Tasks section itself and filter out tasks with Status = Completed, but it would be helpful to have this configurable for Global search,

[item]

Hi,

In Admin/settings General tab, you ccan add Task entity in Global Search "Defines which record types are searchable with Global Search."

[yuri]

Currently we don't have such an ability. It's often appropriate to show completed records as well. Having a global parameter to switch between modes might be not the best solution. The question is how to switch between modes without complicating the UI.

[robbyslaughter]

Currently we don't have such an ability. It's often appropriate to show completed records as well. Having a global parameter to switch between modes might be not the best solution. The question is how to switch between modes without complicating the UI.

Something like this is what I would imagine:



The left hand side with the dropdown would work as it does for any list search---some predefined options.

For the right hand side I think you'd need a two level menu, first to list the entities that were configured. Something like:

[robbyslaughter]

This worked for me.

File: custom/Espo/Custom/Tools/GlobalSearch/Service.php

// Added constant:
private const EXCLUDE_COMPLETED = ['Task'];

// In find(), added one line after deduplicate():
$dedupedEntities = $this->deduplicate($rawResult->getCollection());
+ $filteredEntities = $this->filterOutCompleted($dedupedEntities);

- $sliced = array_slice($dedupedEntities, $offset, $resolvedMaxSize + 1);
+ $sliced = array_slice($filteredEntities, $offset, $resolvedMaxSize + 1);

// Added new private method:
private function filterOutCompleted(array $entities): array
{
    return array_values(array_filter($entities, function (Entity $entity): bool {
        if (!in_array($entity->getEntityType(), self::EXCLUDE_COMPLETED, true)) {
            return true;
        }
        return $entity->get('status') !== 'Completed';
    }));
}

How it works: EspoCRM's global search service already fetches the statusField for each returned entity (Task's is status). This override post-filters the results to drop any Task with status === 'Completed'. Add other entity types to EXCLUDE_COMPLETED to apply the same rule elsewhere.