Problems With New Field Value

[tobias]

I've added the value "Expired" to the "Status" field for entity "Quote" using the Entity Manager.

Unfortunately, I'm experiencing two issues:
1. The new value wouldn't show up in the filter I apply to a Report.
2. I couldn't find a way to exclude the new value from the "Actual" filter in the list of Quotes.

Find two corresponding screenshots attached, any help is much appreciated.

[Maximus]

Hi,
1. Refresh a web page and check it again.
2. Open the application/Espo/Modules/Sales/SelectManagers/Quote.php file and add 'Expired' to an array:

protected function filterActual(&$result)
    {
        $result['whereClause'][] = [
            'status!=' => ['Approved', 'Rejected', 'Canceled', 'Expired']
        ];
    } 

UPD.

Basically it is recommended to redefine a logic in the /custom directory. For example, create the file /custom/Espo/Custom/SelectManagers/Quote.php with this code:

<?php
namespace Espo\Custom\SelectManagers;

class Quote extends \Espo\Modules\Sales\SelectManagers\Quote
{
    protected function filterActual(&$result)
    {
        $result['whereClause'][] = [
            'status!=' => ['Approved', 'Rejected', 'Canceled', 'Expired']
        ];
    }
}

[tobias]

Maximus Thanks so much for the quick reply.

#1 worked after refresh, as suggested.

#2 I've added the file, rebuilt but "Expired" still shows up with the "Actual" Quotes. Anything I need to do in addition?

[yuri]

Could be you didn't add "<?php" in the beginning.

[tobias]

yuri thanks, that was it.

The filter is now applied as expected. However, the option to filter "Only my" is now gone. What could be the reason for that?

[Maximus]

Hi Tobias,
I've checked it but by default, there is no such filter in UI. Do this:
1. Create the file (if it doesn't yet exist) /custom/Espo/Custom/Resources/metadata/clientDefs/Quote.json with the code:

{
    "boolFilterList": ["onlyMy"]
}

2. Administration -> Clear Cache
3. Refresh a web page
4. Set up the filter on the Quote list view

[tobias]

Maximus Thanks, I've done steps 1 to 3 but I'm not quite sure what you mean by step 4 (Set up the filter on the Quote list view)?

[Maximus]

That's ok. I just meant that now you can select this filter in the Quote list view.

[tobias]

Hm, I'm afraid I cannot select this filter in the Quote list view, find a screenshot attached. I've cleared cache and even rebuilt (both in CLI). What am I missing?

[tobias]

Sorry, my bad. I had the json file wrong. All working now