How to modify or add condition to default 'All' filters

[newbie]

Hi, everyone!
Is it possible modify the default filters?
I need to add condition on the default record list based on the user role without adding another custom filter

Thank you

[rabii]

Hi, everyone!
Is it possible modify the default filters?
I need to add condition on the default record list based on the user role without adding another custom filter

Thank you

maybe that should be tackled by roles and permissions. you can still of course create you own custom filters but they won't be applied by default.

[newbie]

Hi @rabli, i didn't see it (modifying the default filter) can be done by roles and permissions. Do you have any reference?
Also is there any reference that you have try to modify/override the default filters via code?

[rabii]

i didn't mean to modify the default filters using permissions/roles what i meant is that you are able to restrict users from accessing data using roles. but it seems that your need is to to customise the the initial load of the list view to load certain view.

[newbie]

ah i see, i just got your point.
but yes i still need customize the initial load of the list view

[espcrm]

Not possible using GUI, you would have to log in each person to manually! create one for them. Sadly there is no easy way and I don't see any near future Yuri will agree to add it either.

You must use code! Luckily there is a tutorial (video) for this if you wish to delve into this world.

[newbie]

Not possible using GUI, you would have to log in each person to manually! create one for them. Sadly there is easy way and I don't see any near future Yuri will agree to add it either.

You must use code! Luckily there is a tutorial (video) for this if you wish to delve into this world.

Hi espcrm, could you please share any tutorial link that related to customize the initial load of the list view?

[rabii]

If i remember there was something mentioned in documentation about specifying filters on initial load check this out https://docs.espocrm.com/development...aultfilterdata i think could be done like below :

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


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

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

[espcrm]

Hi espcrm, could you please share any tutorial link that related to customize the initial load of the list view?

You can find many great guide here, search for filter:

https://www.youtube.com/@devcrm/videos

[newbie]

Thank you for your help guys,

After a few days, i ended up to one temporary alternative solution (not recommended).

In case someone here needs the same custom, this is what i have done (dwyor)

1. create custom file filter (YourFilter.php) in ../custom/Espo/Custom/Classes/Select/YourEntity/PrimaryFilters

<?php

namespace Espo\Custom\Classes\Select\YourEntity\PrimaryFilters;

...

class YourFilter implements Filter
{

    private $user;

    public function __construct(
        User $user,
        private EntityManager $entityManager
    ) {

    }

    public function apply(SelectBuilder $queryBuilder): void
    {
        // your logic here
    }
}​

2. create custom file map (YourEntity.json) in ../custom/Espo/Custom/Resources/metadata/selectDefs

{
    "primaryFilterClassNameMap": {
        "Authorized": "Espo\\Custom\\Classes\\Select\\YourEntity\\PrimaryFilters\\YourFilter"
    }
}​

3. define your default filter in ../custom/Espo/Custom/Resources/metadata/clientDefs

{
    "filterList": [
        {
            "name": "YourFilter"
        }
    ],
    "defaultFilterData": {
        "primary": "YourFilter"
    },
    "selectDefaultFilters": {
        "filter": "YourFilter"
    }
}​

4. commenting out or hide the preset filter 'all' in search.tpl script (this last part is not recommended)

[telecastg]

Hi,

here is a way to implement your changes without having to touch the core scripts, which will keep the functionality "upgrade safe":

1) Create a custom template client/custom/res/templates/record/search.tpl incorporating your changes.

2) Create a custom view class that calls the new template.
client/custom/src//views/record/search.js

define('custom:views/record/search', 'views/record/search', function (Dep) {

    return Dep.extend({​

        template: custom:record/search,

    });

});

3) Create a custom view class that calls the custom record search view class
client/custom/src/views/list.js

define('custom:views/list', 'views/list', function (Dep) {

    return Dep.extend({​

        searchView: custom:views/record/search,

    });

});

4) Call the custom list view class in your entity's metadata clientDefs

{
    "views": {
        "list": "custom:views/list"
    }
}

[newbie]

Hi,

here is a way to implement your changes without having to touch the core scripts, which will keep the functionality "upgrade safe":

1) Create a custom template client/custom/res/templates/record/search.tpl incorporating your changes.

2) Create a custom view class that calls the new template.
client/custom/src//views/record/search.js

define('custom:views/record/search', 'views/record/search', function (Dep) {

return Dep.extend({​

template: custom:record/search,

});

});

3) Create a custom view class that calls the custom record search view class
client/custom/src/views/list.js

define('custom:views/list', 'views/list', function (Dep) {

return Dep.extend({​

searchView: custom:views/record/search,

});

});

4) Call the custom list view class in your entity's metadata clientDefs

{
"views": {
"list": "custom:views/list"
}
}

this is awesome, thanks for sharing telecastg

[telecastg]

You're very welcome