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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
How to set a list-filter as default?
How to make the header sticky in list-views?
Christoph Theuring
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Last edited by ctheuring; 08-09-2023, 11:43 AM. -
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.How to set a list-filter as default?
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.How to make the header sticky in list-views?Last edited by victor; 08-09-2023, 03:17 PM. -
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#post92689Comment
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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
ChristophComment
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Something needs to be changed in the EspoCRM files: https://forum.espocrm.com/forum/feat...tity#post92689Comment
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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)
It is all mentioned here https://forum.espocrm.com/forum/feat...2689#post92689PHP Code:{
"defaultFilterData": {
"primary": "reportFilter64668835517b215b5"
},
"filterList": [
"__APPEND__",
{
"isReportFilter": true,
"name": "reportFilter64668835517b215b5"
}
]
}
Rabii
Here to help :)Comment
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I didn' have Administration > Report FiltersIt is all mentioned here https://forum.espocrm.com/forum/feat...2689#post92689
For this do I need the extension Advance Pack?
ChristophLast edited by ctheuring; 08-26-2023, 09:17 AM.Comment
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Yes or you can build a custom filter and use it instead
check this https://devcrm.it/custom-filters
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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?
ChristophComment
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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).
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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
PHP Code:"selectDefaultFilters": {
"filter": "F3"
},
"defaultFilterData": {
"primary": "Active"
},
If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.Comment
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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.Rabii
Here to help :)Comment
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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.
Comment