Article

Filtering details by several fields

15:01 Sep 21, 2018

Question

How can I add filtering by a custom field to a detail? For example, the "Documents" detail in an opportunity does not display the opportunity specified in the document custom field. How can I fix this?

Answer

Here is an example of a filter by the "Opportunity" column and the manually created UsrOpop column for the [Documents] detail on the [Opportunities] section page. The code from the details property:

"Documentd03ac1374493": {
   "schemaName": "DocumentDetailV2",
   "entitySchemaName": "Document",
   "filterMethod": "relationshipDetailFilter",
   "filter": {
      "detailColumn": "Opportunity",
      "masterColumn": "Id"
   }
}

The code of the relationshipDetailFilter() filtering method:

relationshipDetailFilter: function(){
    var recordId = this.get("Id");
    var filterGroup = new this.Terrasoft.createFilterGroup();
    filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.OR;
    filterGroup.add("DocumentAFilter", this.Terrasoft.createColumnFilterWithParameter(
        this.Terrasoft.ComparisonType.EQUAL, "Opportunity", recordId));
    filterGroup.add("DocumentBFilter", this.Terrasoft.createColumnFilterWithParameter(
        this.Terrasoft.ComparisonType.EQUAL, "UsrOpop", recordId));
    return filterGroup;
}

2 comments

Sriraksha KS

11:16 Dec 18, 2019

How can i add combination of AND & OR Logical Operators here?

say like (Param>0 AND Type = '') OR (Param>0 AND Type = '') something like this.

Alina Kazmirchuk

11:26 Dec 20, 2019

Sriraksha KS,

The idea is to make firstly one filter group for AND clause. Then create second filter group for second AND clause. Afterwards, you create a filter group, which combines a first one AND, second AND and other clause. By default filters are added via AND.

Please feel free to use the example below. In the example the filter looks like:

(CITY = 'Los Angeles' AND AddressType="Home") OR  (CITY = 'London' AND AddressType="Home")

define("ContactPageV2", [], function() {

   return {

       entitySchemaName: "Contact",

       attributes: {},

       modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,

       details: /**SCHEMA_DETAILS*/{

               ContactAddress: {

               schemaName: "ContactAddressDetailV2",

               filter: {

                   masterColumn: "Id",

                   detailColumn: "Contact"

               },

               filterMethod : "complexFilter"

           },

       }/**SCHEMA_DETAILS*/,

       businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,

       methods: {

           complexFilter: function(){



               var recordId = this.get("Id");

           var filterGroup = new this.Terrasoft.createFilterGroup();

           filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.OR;



           var filterAGroup = new this.Terrasoft.createFilterGroup();

           filterAGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.AND;







           filterAGroup.add("LosAngFilter", this.Terrasoft.createColumnFilterWithParameter(

           this.Terrasoft.ComparisonType.EQUAL, "City", "9AAF1EAA-F36B-1410-0099-00155D043204"));

           filterAGroup.add("Home1Filter", this.Terrasoft.createColumnFilterWithParameter(

           this.Terrasoft.ComparisonType.EQUAL, "AddressType", "4F8B2D67-71D0-45FB-897E-CD4A308A97C0"));

           filterAGroup.add("Contact1Filter", this.Terrasoft.createColumnFilterWithParameter(

           this.Terrasoft.ComparisonType.EQUAL, "Contact", recordId));



           var filterBGroup = new this.Terrasoft.createFilterGroup();

           filterBGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.AND;



           filterBGroup.add("LondonFilter", this.Terrasoft.createColumnFilterWithParameter(

           this.Terrasoft.ComparisonType.EQUAL, "City.Name", "London"));

           filterBGroup.add("HomeFilter", this.Terrasoft.createColumnFilterWithParameter(

           this.Terrasoft.ComparisonType.EQUAL, "AddressType", "4F8B2D67-71D0-45FB-897E-CD4A308A97C0"));

           filterBGroup.add("ContactFilter", this.Terrasoft.createColumnFilterWithParameter(

           this.Terrasoft.ComparisonType.EQUAL, "Contact", recordId));



           filterGroup.addItem(filterAGroup);

           filterGroup.addItem(filterBGroup);





           return filterGroup;



           }

       },

       dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,

       diff: /**SCHEMA_DIFF*/[



       ]/**SCHEMA_DIFF*/

   };

});

The result is here -> https://i.imgur.com/Z6LFEq3.png

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