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Preset Filter for Portal Users

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  • Preset Filter for Portal Users

    Espo Version: 6.0.8
    Advanced Pack 2.6.5


    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!

  • #2
    Hello gustavgraz !

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

    Just be careful, and follow the exact convension.

    NOTE: this is not for Espo 7
    Last edited by eymen-elkum; 11-30-2021, 05:42 AM.
    Eymen Elkum | Eblasoft Ltd.
    Espocrm extension & development


    • #3
      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.


      • #4
        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)?