Pre-set Search Filters for Users

[harrytruman]

Hello,

I'd like to enable users to search opportunities (using cases entity) and only see a list with cases that are posted with linked records that match their own records or records they follow.


Please see attached screenshot.

-Here the user can search opportunities.
-Opportunities (cases) can be posted with linked records to different companies.
-I've added a filter for companies.
-The companies can be limited to the user's "Only My" and "Followed"


Is there a way to create a search page that automatically does this for the user. That is to say, only shows a list of opportunities (cases) that are filtered with that specific users's followed or assigned records (without requiring the user to add these dropdown filters themselves)? If I can't do this for a search page, can I have a report that does this automatically for each user? Thanks so much.

[yuri]

Hi Harry,

You can define selectBoolFilterList for a link field in clientDefs: https://docs.espocrm.com/development...tionshippanels

Like so https://github.com/espocrm/espocrm/b.../Case.json#L63 but with "selectBoolFilterList": ["Only My", "Followed"]

[espcrm]

There is a tutorial for this: see https://www.youtube.com/watch?v=BYllS-6_xdE

There is also a few post of mine journey to getting this done.

Apparently you can also create these filter easier using the Report extension without the hassle of creating all these code and file, but it is a Paid tool.

[harrytruman]

Hi Harry,

You can define selectBoolFilterList for a link field in clientDefs: https://docs.espocrm.com/development...tionshippanels

Like so https://github.com/espocrm/espocrm/b.../Case.json#L63 but with "selectBoolFilterList": ["Only My", "Followed"]

Thanks, yuri

[harrytruman]

There is a tutorial for this: see https://www.youtube.com/watch?v=BYllS-6_xdE

There is also a few post of mine journey to getting this done.

Apparently you can also create these filter easier using the Report extension without the hassle of creating all these code and file, but it is a Paid tool.

Thanks espcrm This video is very helpful.

[espcrm]

Time to plug the 'wiki'. Find more interesting (maybe) stuff here:

https://github.com/o-data/EspoCRM-Learning-and-Design/wiki