Dear Mohamad,

Please follow the steps given by Grigory. The issue is most likely related to not indicated activity status in Configuration Constants.

The other reason could be not indicated ConfigurationConstants as a dependency in the schema. Please check, that you have added it to dependencies:

Regards,

Anastasia

I  have added it to dependenices

Mohamad, 

In this case please double-check that you have added "High" activity status to the Configuration Constants.

Regards,

Anastasia

Anastasia Botezat,

how to do that?

Dear Mohamad,

In order to set needed status you can go two ways:

1. Hard code the Id of needed status. In this case filtration will look like this, where zeros are status Id:

filters.add("ActvityStatus", this.Terrasoft.createColumnFilterWithParameter(
   this.Terrasoft.ComparisonType.EQUAL, "Status", "00000000-0000-0000-0000-00000000"));

2. Go to the system configuration, create a replacing module of ConfigurationConstants schema. Copy all the code from parent ConfigurationConstants schema. Finally, add the activity status to the activity status block in the schema.

Regards,

Anastasia

Anastasia Botezat,

Thank you

Hi!

It depends on what exactly you want to implement. If you want to filter records in the section in order to display only certain records you can easily check how records are filtered in ActivitySectionV2:





In case you want to filter values in the field you can either filter them according to any other field or just configure access rights for lookup object accordingly. Can you please provide more detailed example of what you are trying to implement? 

Angela Reyes,

Yes I want to filter records in the section in order to display only certain records  , I tried to do that but I failed, can you please add a code

I want to add a checkbox in the actvity section page near to date filter when check the box filter the section grid , can you please add code?

The image you sent does not open

mohamad abdallah,

Code is: 

                    filters.add("NotEmailFilter", this.Terrasoft.createColumnFilterWithParameter(

                        this.Terrasoft.ComparisonType.NOT_EQUAL, "Type", ConfigurationConstants.Activity.Type.Email

                    ));

 

Please specify how exactly this checkbox must work? What it must hide? 

In ActivitySectionV2 do it by analogy with this example

1) Create new filter near Owner and Date filters

{

    "operation": "insert",

    "parentName": "IsActiveFiltersContainer",

    "propertyName": "items",

    "name": "IsActiveCheckbox",

    "values": {

        "bindTo": "IsActive",

        "caption": "Активные",

        "controlConfig": {

            "className": "Terrasoft.CheckBoxEdit",

            "checkedchanged": {

                "bindTo": "onIsActiveCheckboxChecked"

            }

        }

    }

}

2)

getFilters: function () {

    var sectionFilters = this.callParent(arguments);

    this.setIsActiveFilter(sectionFilters);

    //this.setCommunicationFilter(sectionFilters);

    return sectionFilters;

},

setIsActiveFilter: function (filterCollection) {

    var isActive = this.get("IsActive");

    if (isActive) {

        if (!filterCollection.contains("IsActiveFilter")) {

            filterCollection.add("IsActiveFilter", this.Terrasoft.createColumnIsNullFilter("Account"));

        }

    } else {

        filterCollection.removeByKey("IsActiveFilter");

    }

},  

onIsActiveCheckboxChecked: function (value) {

                if (!this.get("IsSectionVisible")) {

                    return;

                }

                this.set("IsActive", value);

                this.sandbox.publish("FiltersChanged", null, [this.sandbox.id]);

                this.reloadGridData();

            },       

3)Add atribute "IsActive"

attributes: {

      "IsActive": {

          "dataValueType": this.Terrasoft.DataValueType.BOOLEAN,

          "type": this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,

           "value": true

            },

        }

}

Hello!

Please see a comment from Grigoriy above, this would help you implement your idea.

Matt

Dear Romadan,

In order to achieve such task you can use filter group approach. 

You can also check the article below for additional instructions on types of filters and filter group itself:

https://academy.bpmonline.com/documents/technic-sdk/7-12/using-filtrati…

https://academy.bpmonline.com/documents/technic-sdk/7-12/entityschemaqu…

Regards,

Anastasia

Dear Brian,

Basically you can filter the records by tag using 2 ways - special button Tag and filter.

Simply click on Tag and start typing the name of your tag.

Or add filter by object [Knowledge base record tag (by column Object)], add tag=SelectTag.

If you want to find all records having tag that contains certain text in the name you can use Tag.Name. 

Here are 3 ways mentioned above - http://prntscr.com/jsb5n8.

With best regards,

Oliver

Oliver,

THANKS!

I could not find how to set the object to "exists", so I selected Count > 0 and did this:  

Works real nice. 

Hello Brian,

It is possible to set the filter the way you did, though just for your information you can use 'exists' by clicking on 'count' directly.

Lisa

Hi

If you remember, bpmonline itself uses DataService for connecting to server. So the better way to apply a correct filter is to look at a browser console. Just apply an advanced filter you want in the interface and then watch Network section in the browser console.

In c# you should use a standart TimeStamp: 

const string startDate = @"""\""2000-12-31T09:41:59\"""""""""";

Peter Vdovukhin,

Thank you so much. It is really helpful for me. I have tried exactly like this but still getting Internal Server Error.

I do not understand, It was helpful or you still getting the error?

It is helpful that I get to know some of the things from this. But I have tried exactly like console filter and still getting error. Not able to resolve issue.

Please, post here a complete code example with validation. So I could reproduce it under my environment

Here is my complete code of my console application

 class ResponseStatus

    {

        public int Code { get; set; }

        public string Message { get; set; }

        public object Exception { get; set; }

        public object PasswordChangeUrl { get; set; }

        public object RedirectUrl { get; set; }

    }

    class Program

    {

        private const string baseUri = @"https://[example].bpmonline.com";

        // Query string to the Login method of the AuthService.svc service.

        private const string authServiceUri = baseUri + @"/ServiceModel/AuthService.svc/Login";

        // SelectQuery path string.

        private const string selectQueryUri = baseUri + @"/0/DataService/json/SyncReply/SelectQuery";

        // Bpm'online authentication cookie.

        private static CookieContainer AuthCookie = new CookieContainer();

        private static bool TryLogin(string userName, string userPassword)

        {

            // Creating an instance of the authentication service request.

            var authRequest = HttpWebRequest.Create(authServiceUri) as HttpWebRequest;

            // Defining the request's method.

            authRequest.Method = "POST";

            // Defining the request's content type.

            authRequest.ContentType = "application/json";

            // Enabling the use of cookie in the request.

            authRequest.CookieContainer = AuthCookie;

            // Placing user credentials to the request.

            using (var requestStream = authRequest.GetRequestStream())

            {

                using (var writer = new StreamWriter(requestStream))

                {

                    writer.Write(@"{

                ""UserName"":""" + userName + @""",

                ""UserPassword"":""" + userPassword + @"""

                }");

                }

            }

            // Auxiliary object where the HTTP reply data will be de-serialized.

            ResponseStatus status = null;

            // Getting a reply from the server. If the authentication is successful, cookie will be placed to the AuthCookie property.

            // These cookies can be used for subsequent requests.

            using (var response = (HttpWebResponse)authRequest.GetResponse())

            {

                using (var reader = new StreamReader(response.GetResponseStream()))

                {

                    // De-serialization of the HTTP reply to an auxiliary object.

                    string responseText = reader.ReadToEnd();

                    status = new System.Web.Script.Serialization.JavaScriptSerializer().Deserialize<ResponseStatus>(responseText);

                }

            }

            // Checking authentication status.

            if (status != null)

            {

                // Authentication is successful.

                if (status.Code == 0)

                {

                    return true;

                }

                // Authentication is unsuccessful.

                Console.WriteLine(status.Message);

            }

            return false;

        }

        static void AddAuthCookie(HttpWebRequest request)

        {

            request.CookieContainer = AuthCookie;

            // Adding a CSRF token to the request title.

            CookieCollection cookieCollection = AuthCookie.GetCookies(new Uri(authServiceUri));

            string csrfToken = cookieCollection["BPMCSRF"].Value;

            ((HttpWebRequest)request).Headers.Add("BPMCSRF", csrfToken);

        }

        static void Main(string[] args)

        {

            if (!TryLogin("Supervisor", "Supervisor1"))

            {

                return;

            }

            try

            {

                var selectQuery = new SelectQuery()

                {

                    RootSchemaName = "Account",

                    Columns = new SelectQueryColumns()

                };

                var columnExpressionName = new ColumnExpression()

                {

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    ColumnPath = "Name"

                };

                var selectQueryColumnName = new SelectQueryColumn()

                {

                    Caption = "Company Name",

                    OrderDirection = OrderDirection.Ascending,

                    // Sorting order position.

                    OrderPosition = 0,

                    // Expression that specifies column type.

                    Expression = columnExpressionName

                };

                var columnExpressionContactName = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "PrimaryContact",

                };

                var selectQueryColumnContactName = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "Full Name",

                    // Expression, which specifies column type.

                    Expression = columnExpressionContactName

                };

                var columnExpressionJobTitle = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "JobTitle"

                };

                var selectQueryColumnJobTitle = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "Job Title",

                    // Sorting direction — ascending.

                    OrderDirection = OrderDirection.Ascending,

                    // Sorting order position.

                    OrderPosition = 1,

                    // Expression, which specifies column type.

                    Expression = columnExpressionJobTitle

                };

                var columnExpressionREPCode = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "UsrREPCode"

                };

                var selectQueryColumnREPCode = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "REP Code",

                    // Sorting direction — ascending.

                    OrderDirection = OrderDirection.Ascending,

                    // Sorting order position.

                    OrderPosition = 2,

                    // Expression, which specifies column type.

                    Expression = columnExpressionREPCode

                };

                var columnExpressionDAC = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "UsrDAC"

                };

                var selectQueryColumnDAC = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "DAC",

                    // Expression, which specifies column type.

                    Expression = columnExpressionDAC

                };

                var columnExpressionOwner = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "Owner"

                };

                var selectQueryColumnOwner = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "Owner",

                    // Sorting direction — ascending.

                    OrderDirection = OrderDirection.Ascending,

                    // Sorting order position.

                    OrderPosition = 4,

                    // Expression, which specifies column type.

                    Expression = columnExpressionOwner

                };

                var columnExpressionPhoneNumber = new ColumnExpression()

                {

                    // Expression type — SchemaColumn.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "Phone"

                };

                var selectQueryColumnPhoneNumber = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "Contact Number",

                    // Expression, which specifies column type.

                    Expression = columnExpressionPhoneNumber

                };

                var columnExpressionEmail = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SubQuery,

                    // Path to column in relation to root schema.

                    ColumnPath = "[Account:Contact].Email"

                };

                var selectQueryColumnEmail = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "Email",

                    // Sorting direction — ascending.

                    OrderDirection = OrderDirection.Ascending,

                    // Sorting order position.

                    OrderPosition = 1,

                    // Expression, which specifies column type.

                    Expression = columnExpressionEmail

                };

                var columnExpressionCity = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "City"

                };

                var selectQueryColumnCity = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "City",

                    // Expression, which specifies column type.

                    Expression = columnExpressionCity

                };

                var columnExpressionState = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "Region"

                };

                var selectQueryColumnState = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "State",

                    // Expression, which specifies column type.

                    Expression = columnExpressionState

                };

                var columnExpressionCountry = new ColumnExpression()

                {

                    // Expression type — subquery.

                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                    // Path to column in relation to root schema.

                    ColumnPath = "Country"

                };

                var selectQueryColumnCountry = new SelectQueryColumn()

                {

                    //Title.

                    Caption = "Country",

                    // Expression, which specifies column type.

                    Expression = columnExpressionCountry

                };

                // Adding columns to query.

                selectQuery.Columns.Items = new Dictionary<string, SelectQueryColumn>()

                {

                    {

                        "Company Name",

                        selectQueryColumnName

                    },

                    {

                        "Full Name",

                        selectQueryColumnContactName

                    },

                    {

                        "Job Title",

                        selectQueryColumnJobTitle

                    },

                    {

                        "REP Code",

                        selectQueryColumnREPCode

                    },

                    {

                        "DAC",

                        selectQueryColumnDAC

                    },

                    {

                        "Owner",

                        selectQueryColumnOwner

                    },

                    {

                        "Contact Number",

                        selectQueryColumnPhoneNumber

                    },

                    //{

                    //    "Email",

                    //    selectQueryColumnEmail

                    //},

                    {

                        "City",

                        selectQueryColumnCity

                    },

                    {

                        "State",

                        selectQueryColumnState

                    },

                    {

                        "Country",

                        selectQueryColumnCountry

                    }

                };

                // Query filters.

                var selectFilters = new Filters()

                {

                    FilterType = Terrasoft.Nui.ServiceModel.DataContract.FilterType.FilterGroup,

                    IsEnabled = true,

                    RootSchemaName = "Account",

                    Items = new Dictionary<string, Filter>

                    {

                        {

                            "FilterByCreatedOn",

                            new Filter

                            {

                                FilterType = Terrasoft.Nui.ServiceModel.DataContract.FilterType.CompareFilter,

                                ComparisonType = FilterComparisonType.Greater,

                                IsEnabled = true,

                                LeftExpression = new BaseExpression ()

                                {

                                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                                    ColumnPath = "ModifiedOn",

                                },

                                RightExpression= new BaseExpression ()

                                {

                                    ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                    Parameter = new Parameter ()

                                    {

                                        DataValueType = DataValueType.DateTime,

                                        Value= "2018-05-11T11:17:04.000"

                                    }

                                },

                                TrimDateTimeParameterToDate = true,

                            }

                        },

                        {

                            "FilterByName",

                            new Filter

                            {

                                FilterType = Terrasoft.Nui.ServiceModel.DataContract.FilterType.CompareFilter,

                                ComparisonType = FilterComparisonType.Contain,

                                IsEnabled = true,

                                LeftExpression = new BaseExpression ()

                                {

                                    ExpressionType = EntitySchemaQueryExpressionType.SchemaColumn,

                                    ColumnPath = "Name",

                                },

                                RightExpression= new BaseExpression ()

                                {

                                    ExpressionType = EntitySchemaQueryExpressionType.Parameter,

                                    Parameter = new Parameter ()

                                    {

                                        DataValueType = DataValueType.Text,

                                        Value= "Test"

                                    }

                                },

                                TrimDateTimeParameterToDate = true,

                            }

                        }

                    }

                };

                selectQuery.Filters = selectFilters;

                // Serialization of an instance of query class to add to JSON string.

                var json = new JavaScriptSerializer().Serialize(selectQuery);

                byte[] jsonArray = Encoding.UTF8.GetBytes(json);

                var selectRequest = HttpWebRequest.Create(selectQueryUri) as HttpWebRequest;

                selectRequest.Method = "POST";

                selectRequest.ContentType = "application/json";

                // Adding earlier received authentication cookies to a data fetch query.

                selectRequest.CookieContainer = AuthCookie;

                selectRequest.ContentLength = jsonArray.Length;

                AddAuthCookie(selectRequest);

                using (var requestStream = selectRequest.GetRequestStream())

                {

                    requestStream.Write(jsonArray, 0, jsonArray.Length);

                }

                using (var response = (HttpWebResponse)selectRequest.GetResponse())

                {

                    using (StreamReader reader = new StreamReader(response.GetResponseStream()))

                    {

                        var result = reader.ReadToEnd();

                    }

                }

            }

            catch (Exception ex)

            {

                Console.WriteLine(ex.Message);                

            }

        }

    }

Pay attention to this code: private const string baseUri = @"https://[example].bpmonline.com";

it should be the address of your application

yes i know... I have just write down example in this code only... for comment

You can put there 'example' instead of 'example'. It will give you exact scenario. Thanks

You passed a wrong date format. Again, if look at browser console when applying a date filter you will see the next format: ""2018-06-05T23:59:59.999"". So you should escape one more quote mark to rich the goal in c#: Value = "\""+DateTime.Now+ "\""

Okay thanks.

Dear Philip,

Unfortunately, there is no option to create such detail using the standard instruments. 

As an option, you can create a view in the database, add the correspondent view in the system and then create the detail based on it. Please note that you will also need to use the development to filter the accounts (for instance exclude the current account from the list). 

There is an example of the similar implementation in our system. Feel free to check LeadsSimilarSearchResultDetailV2Structure of the Similar leads detail in the Leads section.

Lisa

Dear Daniel,

To filter the accounts based on the detail value you need to build the filter like this (the example uses the info from Addresses detail):

To achieve it you need to choose to add condition, then click on plus to open the second level of the dependencies and choose Quantity there:

Then in the filter settings you need to click on 'Count' and make sure it's changed to 'Exist' as shown on the first screenshot.

Lisa

Hi Lisa,

Thank you for the response. It's working but i have some questions.

1. I cannot see the Name column in the Column dropdown (on the first filter level). I can select only numeric or datetime type columns. 

I can select Name column on the second level.

Is there a way to see Name column on the first level?

2. How can I programmatically add filtering based on ResidentialComplex.Name on the standard filter? 

Thanks,

Daniel

Dear Daniel,

There is no way to choose the name column of the object at the first level as these are two different tables in the databases. At the first level you are able to choose the columns of the object you are applying filter to. The more detailed info of how to apply a filter by connected column object is described here: https://academy.bpmonline.com/documents/studio/7-10/advanced-filter#XREF_29886

Regarding the standard filter option, the implementation of it is not easy. We can give you a hint of some schemas where you may possible insert your code to add such option to the standard filter but you will need to investigate these schemas by yourself.

As a workaround we suggest to use Dynamic folders: https://academy.bpmonline.com/documents/marketing/7-10/how-create-dynamic-folder

Once you create it and apply the filter, you can easily reach these filtered records from the section page. Moreover, you can modify the filter or add more filtering conditions to the folder.

Best regrads,

Lily

Hi Harry,

This function allows you to group the conditions that should be used with one logical operator (And, or). This way you can set 2 conditions combined by 'And' operator together with 1 more 'Or' operator. There can be as many groups as necessary. Here is an example:

1.Add all necessary conditions in the Filter:

2. Using ‘ctrl’ button on your keyboard select 2 or more conditions that should be combined into a group with the same logical operator (And, Or):

3. Select ‘Actions’ – Group – select necessary logical operator: