Questions about list-views

[ctheuring]

How to set list-filters for all users?
How to set a list-filter as default?
How to make the header sticky in list-views?

Christoph Theuring

[victor]

How to set list-filters for all users?

It will automatically be the way you set it for yourself, unless a separate Layout Set is set for a separate Team or User (a separate Layout Set for the User will appear in EspoCRm 8.0.0). More about this: https://docs.espocrm.com/administrat...-teams-portals.

How to set a list-filter as default?

It will be the default for everyone. Just like you would set up for yourself in Administration > Layout Manager > Your_entity_name > List.

How to make the header sticky in list-views?

There is no such possibility yet. Just specify a small number of records to display in Administration > User Interface > General > Records Per Page. A small number of records in this option will speed up your instance.

[ctheuring]

It will automatically be the way you set it for yourself, unless a separate Layout Set is set for a separate Team or User (a separate Layout Set for the User will appear in EspoCRm 8.0.0). More about this: https://docs.espocrm.com/administrat...-teams-portals.

It will be the default for everyone. Just like you would set up for yourself in Administration > Layout Manager > Your_entity_name > List.

There is no such possibility yet. Just specify a small number of records to display in Administration > User Interface > General > Records Per Page. A small number of records in this option will speed up your instance.

If it depends on NO user-Layout-set for TEAMS or ROLES, than that's not true - see photos

Christoph

[victor]

It looks like you are asking about Report Filters: https://docs.espocrm.com/user-guide/...report-filters.
Instructions for setting them up as Primary are already available on the forum: https://forum.espocrm.com/forum/feat...tity#post92689

[ctheuring]

It looks like you are asking about Report Filters: https://docs.espocrm.com/user-guide/...report-filters.
Instructions for setting them up as Primary are already available on the forum: https://forum.espocrm.com/forum/feat...tity#post92689

Thanks victor - I thought the REPORTS are only for printing issues - but in espoCRM it seems that it can be also used for (custom-)views. I should RTFM more :-)

Christoph

[ctheuring]

Is it possible - and if yes - How to set a filter of a list as default? Like the filter in my screenshot - meens: when I open the list, THIS fitler is aktiv

Christoph

[victor]

Is it possible - and if yes - How to set a filter of a list as default? Like the filter in my screenshot - meens: when I open the list, THIS fitler is aktiv

Christoph

Something needs to be changed in the EspoCRM files: https://forum.espocrm.com/forum/feat...tity#post92689

[rabii]

hey ctheuring

You can add this to your entity, you need to add the id of the report filter as below (change this 64668835517b215b5 with id of your report filter, can be obtained from address bar)

{
"defaultFilterData": {
"primary": "reportFilter64668835517b215b5"
},
"filterList": [
"__APPEND__",
{
"isReportFilter": true,
"name": "reportFilter64668835517b215b5"
}
]
}​​​ 

It is all mentioned here https://forum.espocrm.com/forum/feat...2689#post92689

[ctheuring]

It is all mentioned here https://forum.espocrm.com/forum/feat...2689#post92689

I didn' have Administration > Report Filters
For this do I need the extension Advance Pack?

Christoph

[rabii]

Yes or you can build a custom filter and use it instead
check this https://devcrm.it/custom-filters

[ctheuring]

other way to aks:
Is it possible to make MY (as administrator) entity-list-filters available for ALL users WITHOUT any extensions?
And if the answer is: yes - HOW?
Christoph

[lazovic]

To create a default filter without any extensions, you can try using this instruction: https://github.com/lazespo/etc/blob/...ault-filter.md

Keep in mind that you need to be familiar with PHP code in order to correctly describe the filter and its operation (concerns the first point).

[item]

Hi,
question filter :

is possible to selectDefaultFilters a boolFilter ? sample "onlyMy" as boolFilter and "F3" as primaryFilter ?
i have try somes but it seemt only "primaryFilter" can be added as default in clientDefs. (i am just or wrong ?)

Thanks

    "selectDefaultFilters": {
        "filter": "F3"
    },

    "defaultFilterData": {
        "primary": "Active"
    },​
​ 

[rabii]

hey item

Based on schema you should be able to use boolFilterList as a paramter, however i tried that and it didn't work, see here the schema https://github.com/espocrm/espocrm/b...Defs.json#L190

Not sure though why it doesn't work, i have tried with array / string and not working.

[item]

find it

as he say on doc : A default filter on the select-records modal.

This work for relationships (open modal), so you need write this on defs of "main entity relationships"

[rabii]

What do you mean ? this should be defined on relationship panel but then you won't use selectDefaultFilters you just use selectBoolFilterList on the relationship which is different thing. this is what you are talking about https://docs.espocrm.com/development...tionshippanels but selectDefaultFilters still doesn't work with boolFilterList which is weird.

[item]

You are absolutly correct. (because my english)

"selectDefaultFilters still doesn't work with boolFilterList"