Preset Filter for Portal Users

[gustavgraz]

Espo Version: 6.0.8
Advanced Pack 2.6.5

Hello!

You have a very nice feature, custom filter for searching in list view.
I use it very much for status fields.

My problem:
I have many portal users who need this feature. Its not possible to make a tutorial for them how to configure a preset filter by themselves. They are customers and need a user friendly portal preset.


Can you show me a way to preset certain filters (for exemple: status open, status closed), so they have it ready to use when portal role is assigned to them?

Thank you!

[eymen-elkum]

Hello gustavgraz !

Please check and follow these links, they are about the preset filters in case entity:

https://github.com/espocrm/espocrm/b.../Case.json#L48

https://github.com/espocrm/espocrm/b...aseObj.php#L41

Just be careful, and follow the exact convension.

NOTE: this is not for Espo 7

[gustavgraz]

Hi Eymen!

I found the paths.

I also found the related files in the custom entity

Dont want to mess it up.

I see the line "filter list" highlighted in case.json

Not sure what to do.

[eduardofendrich]

Second link is broken. Which is the correct?

Adding some questions...

Is there a way to "fix" the [onlyMyTeam] boolean filter? My goal is prevent user from removing this filter.

Is there a way to add "on the fly" filters? I.e, can I add users teams name as a boolean filter (each team a boolean filter)?