(System) Filter for Detail list

Hi All,

We would like to put extra filter on a detail.



For example: A list of open opportunities. I could not file good example in the documentaion.



Is there anyone who has same experience?

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Best reply

Dear Cheng,

You can use the Email detail from the Contact page as an example. There is a fixed filter there that allows the user to see the activities with the certain category (Email) only. 

The schema looks like this:

EmailDetailV2: {
   schemaName: "EmailDetailV2",
   filter: {
      masterColumn: "Id",
      detailColumn: "Contact"
   },
   filterMethod: "emailDetailFilter"
}

You need to pay attention to the filterMethod usage and create the necessary ESQ filters inside the method:

filterGroup.add(
   "EmailFilter",
   this.Terrasoft.createColumnFilterWithParameter(
      this.Terrasoft.ComparisonType.EQUAL,
      "Type",
      ConfigurationConstants.Activity.Type.Email
   )
);

Lisa

Dear Cheng,

You can use the Email detail from the Contact page as an example. There is a fixed filter there that allows the user to see the activities with the certain category (Email) only. 

The schema looks like this:

EmailDetailV2: {
   schemaName: "EmailDetailV2",
   filter: {
      masterColumn: "Id",
      detailColumn: "Contact"
   },
   filterMethod: "emailDetailFilter"
}

You need to pay attention to the filterMethod usage and create the necessary ESQ filters inside the method:

filterGroup.add(
   "EmailFilter",
   this.Terrasoft.createColumnFilterWithParameter(
      this.Terrasoft.ComparisonType.EQUAL,
      "Type",
      ConfigurationConstants.Activity.Type.Email
   )
);

Lisa

Lisa Brown,

Thank you. It works now.

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