Default Filters

[JoeRoot]

Hi,

How can I create global filters? For instance, in opportunities, all users have access to the "Open" and "Won" filters. Also, is there any way of setting a default filter that is not "All"?

[item]

Hi,
look for folder "SelectManagers"
and for : Resources/clientDefs/

sample :

<?php

namespace Espo\Custom\SelectManagers;

class Contact extends \Espo\Modules\Crm\SelectManagers\Contact
{

    protected function boolFilterIsActive(&$result)
    {
        $result['whereClause'][] = array(
                                         'isActive' => true
                                         );
    }
}

{
    "boolFilterList": [
        "onlyMy",
        "isActive"
    ]
} 

[khopper]

It would be great if this could be done via the GUI.

https://forum.espocrm.com/forum/feature-requests/39874-ability-to-adjust-default-filter-under-any-entity

[rodrigocoelho]

It would be great if this could be done via the GUI.
https://forum.espocrm.com/forum/feat...der-any-entity

I asked for the same thing in other post. My problem is not related to speed, but for helping to choose the correct linked object when typing (autocomplete), it is showing ALL thousands of options, and I would like to have only the "not archived" ones as options.

Let's hope yuri can think on a solution for the next versions. I trust him!

[yuri]

Reports has an ability to be used as a filter https://github.com/espocrm/documenta...sed-on-reports

[rodrigocoelho]

Reports has an ability to be used as a filter https://github.com/espocrm/documenta...sed-on-reports

We are talking about DEFAULT filters. Like ALWAYS filtering Archived ones......

[rodrigocoelho]

We are talking about DEFAULT filters. Like ALWAYS filtering Archived ones......

Any clue of what we should change to achieve this? Any Nameselector?

Thanks

[yuri]

This logic can be defined in SelectManager class.

[rodrigocoelho]

This logic can be defined in SelectManager class.

I see it only for some entities.

[khopper]

I see the exact same thing that rodrigocoelho is seeing in this directory.
yurikuzn - Perhaps we are not on the same page of understanding.

Default Filters for the list view of an entity upon logging in, unless cleared or changed.

See Screen shot - I would like this displayed every time I log in by default. (The filter)

[yuri]

custom/Espo/Custom/Resources/metadata/clientDefs/YourEntityType.json


Primary filter. 'active' is the name of primary filter (dropdown on the left).

{
    "defaultFilterData": {
           "primary": "active"
     }
}

Field filter.

{
    "defaultFilterData": {
           "advanced": {
                "orderDate": {
                        "type": "lastSevenDays"
                 }
            }
     }
}

[khopper]

What would the syntax be for the last 45 days in the filter?
"Last X Days" - 45
Also - Where did "Clear Local Cache" go? - (to get the default filter back I have to clear the browser history)

[yuri]

"type": "lastXDays",
"number": -45,
"value": -45

[khopper]

Putting the negative did not work as expected - just FYI for others
Also - Where did "Clear Local Cache" go? - (to get the default filter back I have to clear the browser history)

This is what did work:

"defaultFilterData": {
           "advanced": {
                "orderdate": {
                        "type": "lastXDays",
                        "number": 45,
                        "value": 45
                 }
            }
     }

[rodrigocoelho]

custom/Espo/Custom/Resources/metadata/clientDefs/YourEntityType.json


Primary filter. 'active' is the name of primary filter (dropdown on the left).

{
"defaultFilterData": {
"primary": "active"
}
}

Field filter.

{
"defaultFilterData": {
"advanced": {
"orderDate": {
"type": "lastSevenDays"
}
}
}
}

Hi Yuri, does it would work for INSTANT SEARCH on that view as well?

Thanks