Custom filter by teams

Hi everyone,

I am trying to create a new custom filter that filters by teams in some module's list views (accounts, cases, contacts and opportunities). I defined those filters like this example:

$viewdefs['Opportunities']['base']['filter']['basic']['filters'][] = array(
  'id' => 'filterTeamsOpportunities',
  'name' => 'LBL_FILTER_TEAMS',
  'filter_definition' => array(
array(
'team_name' => array(
'$in' => array(),
),
),
  ),
  'editable' => false,
'is_template' => true
);

I also tried placing the custom filter in its own path rather than in the "basic" path, and not to use the Extension framework:

custom/Extension/modules/Opportunities/Ext/clients/base/filters/basic/filterTeamsOpportunities.php

to something like

custom/modules/Opportunities/clients/base/filters/filter-by-team/filterTeamsOpportunities.php

and then updated the array accordingly, like:

$viewdefs['Opportunities']['base']['filter']['filter-by-team']['filters'][] = array(

I have not been able to make it work in these ways. Has anyone tried to do something like this?

Thanks in advanced!

Parents

0 Rodrigo Manara over 1 year ago

Hi Alberto,

following the steps from this doc below you should be able to create a custom filter : https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Architecture/Filters/index.html#Adding_Initial_Filters_to_Lookup_Searches

Make you are add the correct field names on the file.

//JS

  this._filterOptions = new app.utils.FilterOptions()
            .config({
                'initial_filter': 'filterTeamsOpportunities',
                'initial_filter_label': 'LBL....',
                'filter_populate': {
                     
                    'team_name': {
                        //correct filter 
                    },
                }
            })
            .setInitialFilter('...')
            .populateRelate(this.module)
            .format();
        return this._filterOptions;

Rodrigo Manara

Sr. Developer

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