Hi!

I'd like to add many-to-many relationship between Account and Contact. I've created an object "Account - Contact" and added some records to it.

Now I'd like to add a folder on Contacts list for displaying those contacts, who are related with "Our company" Account. Unfortunately, the list of columns for "Account - Contact" does not contain neither relationship-related lookup fields (like Contact, Account) nor any additional columns, stored in this object. There are only Quantity and some date fields.

 

 

I've tried to debug it and I realized that JSONs for DataService, which are generated by filter designer, try to use some aggregation function. Is there any way to solve my problem? The solution doesn't have to be simple and possible to do it by GUI :) I can modify the JSON, but so far I couldn't do it correctly in this case.

 

Is is technically possible for DataService, to use simple comparison in lookup for backward related objects, like "Account - Contact", or I'm restricted to use some kind of aggregation?

 

 

 

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This is because there can be multiple "Account - Contact" records for  an account so the choices there are aggregates only. If you're adding this as a filter condition, select "Quantity" and then choose Quantity > 0. Then, inside of that, as a condition within the Quantity>0, you can add additional conditions, such as "Account" = "Some specific account", etc. 

Ryan

This is because there can be multiple "Account - Contact" records for  an account so the choices there are aggregates only. If you're adding this as a filter condition, select "Quantity" and then choose Quantity > 0. Then, inside of that, as a condition within the Quantity>0, you can add additional conditions, such as "Account" = "Some specific account", etc. 

Ryan

Oh, I didn't believe the solution is so simple :) Thank you!

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Hi,

Is it possible to use system date in advanced filter somehow? Small example of what I try to achieve:

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Dear Taras,



Could you please specify exactly what information you expect to receive from the system Data filter, we do not fully understand the needs of your request.



Best regards,

Pavlo.

I expect to see just current date there. The main goal is to make filter display 0 records whenever it is used on Sundays

Taras,

 

It won't be possible to add a condition like in your screenshot. Are we interested in a specific filter all in any filter in the section (for example disable displaying data in some section on Sunday)? If so we can restrict loading data to grid on Sundays using:

loadGridData: function() {
					var currentDate = new Date();
					var currentDayNumber = currentDate.getDay();
					var restrictDataLoading = currentDayNumber == 0;
					if (restrictDataLoading) {
						return;
					}
					this.callParent(arguments);
				}

This should be added to the section schema (like ContactSectionV2). If we are interested in a specific filter in the context of loadGridData we can read current filters using this.getFilters().getItems() and in case a needed filter is found - use additional current day check and restrict grid data loading. 

Thanks! This should work for me, I will try

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Is it possible to have a date filter on a folder or search that excludes/includes for last 6 months from the current date?

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Hello Mai,

 

Hope you're doing well.

 

If I understood your request correctly, for that purpose you can use advanced filters in the folder/section. More information about using the filters can be found in the following article:

 

In those Community posts you will be able to find additional information about the custom filtering for folders:

 

Best regards,

Roman

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