Cases status field

[minbar]

That's what I did, nice to have confirmation that I did the right thing..

[telecastg]

You're welcome

Not sure if it's redundant, but don't forget to add the new status first to the array "options" so you can choose it and then to the array "notActualOptions" so the filter "Open" will recognize it as 'Not Open".

[minbar]

Perfect, thanks again!

[telecastg]

You're welcome minbar

Yes, if you create a 'Close Unresolved" status and also add it to the Not Actual Options, the filter "Open" will discard any Case with that status.

[minbar]

telecastg Brilliant, many thanks for the detailed answer!

So I want to create a status of ‘Close Unresolved’ and based on what you said I will need to add that status to Not Actual Options so that the system knows it’s a ‘closed’ status right?

[telecastg]

It is an array containing values to be used as "different from" definition for filtering purposes..... for example:

In script application/Espo/Modules/Crm/SelectManagers/CaseObj.php

namespace Espo\Modules\Crm\SelectManagers;

class CaseObj extends \Espo\Core\Select\SelectManager
{
    protected function boolFilterOpen(&$result)
    {
        return [
            'status!=' => $this->getMetadata()->get(['entityDefs', $this->entityType, 'fields', 'status', 'notActualOptions']) ?? []
        ];
    }

    protected function filterOpen(&$result)
    {
        $result['whereClause'][] = [
            'status!=' => $this->getMetadata()->get(['entityDefs', $this->entityType, 'fields', 'status', 'notActualOptions']) ?? []
        ];
    }

    protected function filterClosed(&$result)
    {
        $result['whereClause'][] = [
            'status' => 'Closed'
        ];
    }
}

application/Espo/Modules/Crm/Resources/metadata/entityDefs/Case.json

"fields" {
    ....

    "status": {
        "type": "enum",
        "options": ["New", "Assigned", "Pending", "Closed", "Rejected", "Duplicate"],
        "default": "New",
        "style": {
            "Closed": "success",
            "Duplicate": "danger",
            "Rejected": "danger"
        },
        "audited": true,
        "fieldManagerAdditionalParamList": [
            {
                "name": "notActualOptions",
                "view": "views/admin/field-manager/fields/not-actual-options"
            }
        ],
        "notActualOptions": ["Closed", "Rejected", "Duplicate"]
    },

    ...
}

a Case is considered "Open" if the status value of the record is NOT contained in the array ["Closed", "Rejected", "Duplicate"]

[minbar]

Ah, sorry, so you meant something different

No problem, thanks for responding….

[emillod]

Ah, sorry, so you meant something different

[minbar]

Hi Maximus, sure…

[emillod]

Okay, you're talking about settings of entity, yes? There you can define status field - enum. And based on that you can for example group cases in kanban view

[Maximus]

Hi.
Could you provide a screenshot of where do you see this?

[minbar]

Hi guys, quick question... In the Cases Status field the is a setting called 'Not Actual Options', can any one please tell me what it does?

Many thanks..

Gareth