Dear Brian,

Instead of ContactCollection, you can use ContactInFolderCollection to retrieve the folder to which the user belongs. For example (GET ServiceModel/EntityDataService.svc/ContactCollection(guid'6f586c21-4b51-42c4-a370-deec97d28c12')/ContactInFolderCollectionByContact)

ContactFolder is the object that contains all folders in case you need to get the particular folder. 

Lisa

Dear Brian,

Unfortunately, there is no option to save different column views for different folders for now but our R&D team has accepted this idea to include such functionality in the one of the upcoming releases. 

Best regards, 

Lily

We'd like this feature ASAP

Dear Federico,

We have the great manual on how to add the fixed filter to the section in our Academy - https://academy.bpmonline.com/documents/technic-sdk/7-11/how-add-fixed-filters-block-section.

You can use it as an example. Just replace the FixedFilter by FolderFilter.

Lisa

Lisa Brown,

The example is working with a date duration and a owner field (LOOKUP). Is it possible to do the following?

1. Filter on a TEXT column.

2. The column is in the linked object. For example, Contact.Account.Name. Assume we are working on the ContactSectionV2

 

Dear Federico,

Yes, both cases described by you can work:

1. You can work with the text column with help of this filters: http://prntscr.com/hy36o6

2. This is how you should set up the folder's filter in order to filter by Account.Name: http://prntscr.com/hy363s

You can work with almost every type of column (like boolean, text. lookup etc.).

With best regards,

Oliver

Oliver,

What we asked is a fixed filter instead of advanced filter. I know that by using the advanced filter we can do most of search as we want. On the other hand the fixed filter has its limitation.

Dear Cheng,

Every filter you can build with the help of the advanced filters in the folder/sections is possible to build in the form of the fixed filters. There are no known limitations for the development of the functionality. 

Lisa

Hi Leah,

By default, in BPMonline CRM 7.1 all Folders that are being created are visible for all Users. You can change the default access rights to all new Folders that you create in a Particular Section. Another way is just simply restrict access rights to the particular Folder. In order to do that you need to go to 'Folders', select necessary Folder, go to 'Actions'-Right Setup and specify which Users or Groups of Users should or shouldn't see the Folder.