Show only active users in case assignee dropdown

Hi Fulgen,



1. You have to set filter in the Case page:

           

"Owner": {

                "dataValueType": Terrasoft.DataValueType.LOOKUP,

                "lookupListConfig": {"filters": [

                    BaseFiltersGenerateModule.OwnerFilter

                ]}

            }



2. Change define part in the Case page ("UsrBaseFiltersGenerateModule" for BaseFiltersGenerateModule):



define("CasePageV2", ["UsrBaseFiltersGenerateModule"], 

    function(BaseFiltersGenerateModule)



3. Add UsrBaseFiltersGenerateModule schema (you can see commented options for users with or without license as well):

define("UsrBaseFiltersGenerateModule", ["UsrBaseFiltersGenerateModuleResources", "ConfigurationConstants"], 
	function(resources, ConfigurationConstants) {
		function getIsNotNullFilterGroup(refSchema) {
			const userFilter = Terrasoft.createColumnIsNotNullFilter(refSchema + ".Id");
			const filters = Ext.create("Terrasoft.FilterGroup");
			filters.addItem(userFilter);
			return filters;
		}
 
		function employeesFilter() {
			const sysAdminUnitRef = "[SysAdminUnit:Contact]";
			const employeesFilter = Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
					sysAdminUnitRef + ".ConnectionType",
					ConfigurationConstants.SysAdminUnit.ConnectionType.AllEmployees);
			// const hasLicFilter = Terrasoft.createExistsFilter("[SysAdminUnit:Contact].[SysLicUser:SysUser].Active");
			const isActiveUserFilter = Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "[SysAdminUnit:Contact].Active", true);
			const filters = getIsNotNullFilterGroup(sysAdminUnitRef);
			filters.addItem(employeesFilter);
			// filters.addItem(hasLicFilter);
			filters.addItem(isActiveUserFilter);
			return filters;
		}
 
		function allUsersFilter() {
			return getIsNotNullFilterGroup("[VwSystemUsers:Contact]");
		}
 
		function selfFilter() {
			let primaryColumnName = "Id";
			if (this.entitySchema && this.entitySchema.primaryColumnName) {
				primaryColumnName = this.entitySchema.primaryColumnName;
			}
			const primaryColumnValue = this.get(primaryColumnName);
			return Terrasoft.createColumnFilterWithParameter(
				Terrasoft.ComparisonType.NOT_EQUAL, primaryColumnName, primaryColumnValue);
		}
 
		return {
			OwnerFilter: employeesFilter,
			SelfFilter: selfFilter,
			AllUsersFilter: allUsersFilter
		};
	});

Hello, Fulgen!

Unfortunately, Creatio can not set up additional filtering with OOB functionality for the " Responsible " field. It is possible to solve your business task by creating business rules using development tools. And we have already registered a request for the responsible R&D team to research the possibility of implementation of this solution for the future releases of Creatio application.

Thanks, Vladimir Sokolov

This is exactly what I need, but I am having some issues getting this to work.

I've done all 3 steps, but clearly have an issue with Step 1 as I am getting errors on the Case Page. When I add the Owner filter in the CasePage client module and compile, then CasePage will not load.

So, a newbie question for you, within what section of the CasePage code should the Owner element be added? I assumed businessRules, rather than attributes, modules, details, methods, dataModels, or diff.

I dropped it in as the last businessRules element (adding appropriate , and such). Things compile fine but the Case page does not load. 

"Owner": {

                "dataValueType": Terrasoft.DataValueType.LOOKUP,

                "lookupListConfig": {"filters": [

                    BaseFiltersGenerateModule.OwnerFilter

                ]}

            }

The first time that I tried this I got an error on browser console that BaseFiltersGenerateModule was unknown (sorry, I did not save the exact text of the error, but can reproduce it). So I added BaseFiltersGenerateModule into the define/function statement at the start of CasePage.