Hello,

Can you please specify your business task?

Do you want to prevent users from adding multiple single filters on the page?

Best regards,

Bogdan

 Yes Bogdan Spasibov, we need to restrict user in adding the multiple filters in a calendar page. Only one filter should be selected at a time.

HI SathishKumar,

There is the option to change filter behavior; however, Creatio R&D team highly disrecommend you implementing such a filter and can provide only theoretical instructions.

Firstly, please note that the filter you've mentioned is implemented as an old module functioning through the whole system, not the Activity/Calendar section only. Thus, to avoid affecting all filters of your platform, you need to create your custom one and call it from the replacing client schema module. 

The main filter loader is located at the "BaseDataView", the "loadFiltersModule" method. You need to replace the "ActivitySectionV2" and write there your own "loadFiltersModule" method that will re-write the original one from the "BaseDataView". 

Then, please create a new module at the Configuration:

define("UsrixedFilterViewModelV2", ["FixedFilterViewModelV2"],
	function(fixedFilter) {       
        function generate(config) {
            var result = fixedFilter.generate(config)
            result.methods.oldaddNonPeriodFilterValue = result.methods.addNonPeriodFilterValue;
            result.methods.addNonPeriodFilterValue =  function (tag, simpleFilterValue) {
                var filters = this.get(this.getSelectedLookupValuesPropertyName(tag));
                filters.clear();
                this.oldaddNonPeriodFilterValue(tag, simpleFilterValue);
            };
            return result;
        }
		return {
			generate: generate
		};
	});

Below the detailed description step by step. The "fixedFilter" is the old model.

var result = fixedFilter.generate(config)

This code calls a standard out-of-the-box filter.

result.methods.oldaddNonPeriodFilterValue = result.methods.addNonPeriodFilterValue;

Here please write the logic you need:

result.methods.addNonPeriodFilterValue =  function (tag, simpleFilterValue) {
                var filters = this.get(this.getSelectedLookupValuesPropertyName(tag));
                filters.clear();
                this.oldaddNonPeriodFilterValue(tag, simpleFilterValue);
            };

Regards, 

Anastasiia

Dear Kavian, 



It's possible to configure columns by which search will be performed in mobile application. 

Information on where and how it can be configured can be found in this academy article: https://community.creatio.com/articles/search-multiple-columns-mobile-a…



Please refer to it and configure the list of columns in your own way. 



Kind regards,

Roman

Hello Ramnath,

It is better to use a standard scenario of specifying the filter and exporting records using the "Export to excel" action in the section. If you could create a script-task that could trigger the "ReportService" service and "GetExportToExcelKey" method inside this service based on the filtering parameters than this process could be executed. But we have no examples of this logic implementations so you need to look through the "GetExportToExcelKey" method and test it on your side.

Best regards,

Oscar

Hey Oscar,

I have very less development experience on Creatio Platform so I can't think I can develop scripts right now.

Rather I came up with another solution - Dynamic folder with access rights. So user will have access to the dynamic folder where they can filter record according to two fields. But I am unsure if giving them edit access may result in modifying the filter parameters. 

For example I want to find all the records that were created in between a period - I can create a dynamic folder with two fields -

(Created on > date_1 and Created on <date_2)

But having access to edit dynamic folder, the customer can also modify Created on parameter to modified on. 

RAMNATH SHARMA,

They cannot modify the Created On value of the record (since we are discussing the Created On column for records not for the folder itself (by the way they cannot modify Created On for folders as well)).

Yes, the client can modify the parameter itself (replace Created On with Modified On), but the client needs to understand that he/she shouldn't do it. By the way the client can create such a filter on their own (the possibility of advanced filters was developed for such proposes). Why there should be a process that should do this? It is easier to do it manually than via a process.

Also you can remove edit access rights for all users in the system using the "Change access rights" process element. As a result the client will see the folder, but won't be able to modify it.

Best regards,

Oscar

Oscar,

I thought of making the the process of exporting data easily with one click. That's why I wanted to see if it's possible with process.

Dear Nicolas,

You can simply do it via business rules in UI: http://prntscr.com/qbw0eh. Filter by code must be inserted in OpportunityProductPageV2.

Best regards,

Angela

Thank you

Hello Gokul,

This field that you are trying to add to the filtration is a detail and detail values cannot be read using 1 level filter. To achieve your task you need to build a complex filter using Academy article here.

Best regards,

Oscar

Thank you for replying Oscar. I tried adding the advanced filter too but the account classification is not coming as an option in the filter

The mobile application doesn't have a section that contains all data. However, it's usually not needed. Probably, it will be possible to give you more information if you describe the business task.

Hello Jordy,

You can do that in the following way:

1) Open the replacing object that is usually in the Custom package (in the configuration).

2) Open all settings of the object: http://prntscr.com/ioprlo

3) Then you can set the usage mode for the column as "None".

Please note that if you set such usage mode for the column, you won't be able to filter the records by it but also you won't be able to add this field to be displayed in the tile or list view in the section.

Best regards,

Oscar