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Creating a temporary filter for a list view programmatically

Homin Lee

We have a large number of clients (companies) who in turn have a large number of customers.  Our staff who make outgoing calls will have several different companies they call on behalf of, on any one day.  At the moment, we assign Lead records to each user manually and the filters are set by each user with the Account and Project (a call campaign for an account). In order to minimise the chance of contacting the wrong customer, I would like to be able to create a temporary filter in the Leads list view programatically, rather than relying on users to set the correct filters.

I understand this can already be done by creating a report but it has the disadvantage that several reports have to be created for each user everyday.  Also, we'd like to use the List View of the Leads module, with the Preview panel, to modify record.  Due to the volume of calls, we find this is much more efficient than opening each record in full and often only a handful of fields are used.

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  • +1

    It sounds like your callers are "impersonating" (for lack of a better word) different companies when calling people and you are wanting to avoid them mixing up customers. So you want a filter that will ensure that they are working ONE company at a time, but you don't want to rely on them setting that filter correctly before starting their calls. Is that right?

    I am not sure about your requirement for the filters to be "temporary". Are you trying to, for example, enforce work hours for a given Account? Like process this Account/Project today and that Account/Project tomorrow?

    You could have predefined filters that your users could use.

    https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Architecture/Filters/index.html#Adding_Predefined_Filters_to_the_List_View_Filter_List

    But they would still have to change the parameters for the  Account/Project they are working now.
    All the default filter would do is have something that they can start from when creating their own filter, or something they can edit each time to set what they are working on at that time. But this would just be in lieu of each person creating their own filter so not much of an advantage.

    Perhaps I am not fully understanding the issue.

    FrancescaS

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  • +1

    It sounds like your callers are "impersonating" (for lack of a better word) different companies when calling people and you are wanting to avoid them mixing up customers. So you want a filter that will ensure that they are working ONE company at a time, but you don't want to rely on them setting that filter correctly before starting their calls. Is that right?

    I am not sure about your requirement for the filters to be "temporary". Are you trying to, for example, enforce work hours for a given Account? Like process this Account/Project today and that Account/Project tomorrow?

    You could have predefined filters that your users could use.

    https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.0/Architecture/Filters/index.html#Adding_Predefined_Filters_to_the_List_View_Filter_List

    But they would still have to change the parameters for the  Account/Project they are working now.
    All the default filter would do is have something that they can start from when creating their own filter, or something they can edit each time to set what they are working on at that time. But this would just be in lieu of each person creating their own filter so not much of an advantage.

    Perhaps I am not fully understanding the issue.

    FrancescaS

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