Hi,

Is it possible to filter the 'Search' results in the Contact Container so it only shows the contacts that are belonging to the account that is selected above?

Currently I have the full list of contacts displayed when i open the dropdown. (see images)

Many Thanks

Tom

I am reaching out to seek guidance on creating a custom filter group with a logical OR operator for the purpose of filtering a lookup in our mobile application.

We are currently using the Terrasoft SDK for our mobile application development. Specifically, we are attempting to implement a custom filter group that allows us to filter a lookup based on multiple conditions with the logical OR operator and display records with specific statuses .

Here is an example of the code we have tried:

Terrasoft.sdk.Model.addBusinessRule("Activity", {

    ruleType: Terrasoft.RuleTypes.Filtration,

    events: [Terrasoft.BusinessRuleEvents.Load],

    triggeredByColumns: ["UsrActuer"],

    filters: Ext.create("Terrasoft.FilterGroup", {

        logicalOperation: Terrasoft.FilterLogicalOperations.Or,

        items: [

            Ext.create("Terrasoft.Filter", {

                modelName: "UsrActeur",

                property: "Usrstatutdeconversion",

                value: "08778421-4d4a-45d6-9dc0-05871d5b1e5e"

            }),

            Ext.create("Terrasoft.Filter", {

                modelName: "UsrActeur",

                property: "Usrstatutdeconversion",

                value: "c1c775a9-39c3-4290-a0ed-f56ee0640ea4"

            }),

            Ext.create("Terrasoft.Filter", {

                modelName: "UsrActeur",

                property: "Usrstatutdeconversion",

                value: "981ed116-cd83-4da3-93b5-5e7d4d0c139e"

            })

        ]

    })

});

Hi,

According to the requirement, I have made inactive stages in Opportunities that are not in use. So, in normal filtering, they are not visible, but I can still see them in advanced filter mode and on dashboards. Since these stages were used in the past, I'm not going to delete them. Please let me know how I can hide inactive stages in the mentioned places?

I need this filter to work for several IDs, I understand that I should use something like this "esqContact.filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;"; could you give me some help? 

"Department": {
    "dataValueType": Terrasoft.DataValueType.LOOKUP,
     "lookupListConfig": {
"filters": [
function() {
var filterGroup = Ext.create("Terrasoft.FilterGroup");
 
var tipoContactoId = Terrasoft.GUID_EMPTY; 
if (!Ext.isEmpty(this.get("Type"))) {
tipoContactoId = this.get("Type").value;
}
 
if (tipoContactoId === "40733cfc-f35b-1410-a884-16d83cab0980") {
filterGroup.add("FiltroDepartamentoEmpleado",
    Terrasoft.createColumnFilterWithParameter(
        Terrasoft.ComparisonType.EQUAL,
        "Id",
        "21476c4b6-7fe6-df11-971b-001d67e235c6"
    )
);
}
 
return filterGroup;
}
]
}
}

Hi, everybody!

Given:

There is a detail with an editable grid

It is necessary to apply some filter to the records of the part reference field, but only if there are no records in another part (OrderProduct object) (for a specific Order)

Solution attempt:

An attribute with lookup List Config has been added to the details page:

<br />
      "PrbProduct": {<br />
        "dataValueType": Terrasoft.DataValueType.LOOKUP,<br />
        "lookupListConfig": {<br />
          "filters": [<br />
            function() {<br />
              var subFilterGroup = this.Terrasoft.createFilterGroup();<br />
              subFilterGroup.addItem(this.Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL, "Order", this.$PrbOrder.value));<br />
              var filterGroup = this.Terrasoft.createFilterGroup();<br />
              filterGroup.logicalOperation = this.Terrasoft.LogicalOperatorType.OR;<br />
              filterGroup.addItem(this.Terrasoft.createNotExistsFilter("[OrderProduct].Id", subFilterGroup));<br />
              filterGroup.addItem(this.Terrasoft.createColumnFilterWithParameter("PrbOrder", this.$PrbOrder.value));<br />
              return filterGroup;<br />
            }<br />
          ]<br />
        }<br />
      },<br />

Problem:

It is not possible to find the correct path to the column in create Not Exists Filter. Or there is an error like "Column on the path [Order Product].Id was not found in the "Product" schema, or (with some other values) the filter does not work as needed.

Tell me, please, is it even possible to create Not Exists Filter/createExistsFilter without binding to the detail object?

How to correctly specify the "path to the column" in this case?

Hi Everyone,

Please help me to find a way to add a custom date range filter option on the Home page. 

The exact requirement is to have a filter which is similar to the quick filters in the section dashboards.

Hello Community,

In the Mobile app there is no trace of the Filters in the Sections (Accounts, Contacts)

Filters seem to appear only in the Activities Section.

How should i add the filter (icon and functionality) to the most used Creatio sections (Accounts,Contacts) etc ?

Best regards,

Sasori

Hi all,



I'm trying to add multiple fixed filters to a detail on a booking record.

Master Record = UsrBooking

Detail = UsrPayments

I would like to show all payments linked to a booking where the account type (UsrPayments.UsrAccountType) = "Coach Company" (30091a3f-b9fd-43da-a39f-e0c59402a115)



i've added the below to the booking page schema (using Add fixed filter to detail | Community Creatio) but it overwrites the link to the booking and shows only 'coach company' payments for all bookings:

details: {
			"UsrCoachPaymentsDetailBooking": {
				"schemaName": "UsrCoachPaymentsDetail",
				"entitySchemaName": "UsrPayments",
				"filter": {
					"detailColumn": "UsrPaymentScheduleBooking",
					"masterColumn": "Id"
				},
				"filterMethod": "getFilters"
			}
methods: {
                    getFilters: function() {
						var filters = new this.Terrasoft.createFilterGroup();
						var AccountType = "Coach Company";
						filters.add("FilterAccountType", this.Terrasoft.createColumnFilterWithParameter(
							this.Terrasoft.ComparisonType.EQUAL, "UsrAccountType.Name", AccountType));
					return filters;
				}
		},

I would like to either:

1. add the result of the getFilters function to the existing filter
2. include the booking filter in the getFilters function

As a bonus, I'd also like to use the Id for the AccountType instead of the name (which may be subject to change).



Any assistance would be appreciated.

I have problem about filter. How add filter in list creatio?

So that you understand what I mean, I've included the picture below

and the filter I mean is like this

Hello community,

I have an opportunity section with a lookup field called OpportunityType. I also have a lookup field called Printable in the same section, which the user will use to tag the opportunity record to a particular printable. 

The use case here is that since we have many printables, we would like to filter the printable based on OpportunityType. I am assuming we need to replace the Printable object, add a new lookup column referencing the OpportunityType Lookup. We want this field OpportunityType to be visible on the UI where Printables are configured (Please see below image).

Please advise.