Filters | Community Creatio

https://academy.creatio.com/documents/technic-sdk/7-16/entityschemaquery-class-filters-handling

15:29 Jun 26, 2020

When I try to implement esq and multiple filters, only last added filter will work. Rest will be kind of overrided by the next filter.

For example, If I use 3 filters -


esq.filters.add(esqFirstFilter);
esq.filters.add(esqSecondFilter);
esq.filters.add(esqThirdFilter);

I am getting results on the basis of last filter.

If I use 2 filters -

esq.filters.add(esqFirstFilter);
esq.filters.add(esqSecondFilter);

Then last filter esqSecondFilter will filter the records not the first one. And I need both filters.

Is there anything need to be added to this code snippet - before or after.

1 comments

Norton Lingard

16:34 Jun 26, 2020

Dear Ramnath,

In order to resolve the issue please use the following code for adding filters:

esq.filters.add("esqFirstFilter", esqFirstFilter);

esq.filters.add("esqSecondFilter", esqSecondFilter);

Please find more information about esq filters in the article by the link below:

Best regards,

Norton

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export

data

Export Data

Business Process

Run Process

Filtering

Filters

7.15

Studio_Creatio_enterprise_edition

How to create a process which will take input, filter out records and export data accordingly ?

14:05 Apr 10, 2020

Creatio CRM has the feature of exporting data by filtering some records. Then we can export the data using the export to excel option.

However, for customers(end user) it may be confusing to apply multiple filters.

In this case lets suppose I only want to apply filter to only 2 fields.

So I want to create a process which will ask user to input values for those 2 filters. After that process will automatically generate a excel file which have all the records filtered according to the 2 filters input values.

Is this possible to do so?

I tried to create process but how to export data I can not figure out.

4 comments

14:26 Apr 10, 2020

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

15:03 Apr 10, 2020

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.

15:17 Apr 10, 2020

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

06:16 Apr 11, 2020

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.

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Setup

Filters

7.11

7.11_()

Sales_Creatio_()

setup filter option

07:18 Feb 12, 2020

Hi Team,

When I am on the product page and add folders for the filter I am getting the option to set up a filter, move, delete the folder (in filters).

Whereas when I go to the order page and select + option of the product in the order. Then once I click on saved filters (folders) the setup filter option is coming up but nothing can be actioned.

whether this can be done only in the porduct page ?

2 comments

08:07 Feb 12, 2020

Hello Gokul,

Product catalog in order page cannot be used to modify filters of the folder (but you are still able to move folder, delete, rename or copy it). As for filters - they can be only set in products section directly, but our R&D didn't have a task to implement the functionality of filter editing in product catalog so currently there is no way to activate this option.

I've left a suggestion to our R&D team to make it possible to modify filters in product catalog when adding product in order. Thank you for reporting this issue to us and helping us to make our application better!

Best regards,

Oscar

How can I create and apply text filters to the section?

00:31 Feb 13, 2020

Oscar Dylan,

Thank you

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Filters

text

Sections

7.15_()

-Sales_Creatio

enterprise_edition_()

Pedro Pinheiro

12:21 Jan 28, 2020

Hi,

I would like to know if its possible to create filters for sections, like the ones showned in "https://academy.creatio.com/documents/technic-sdk/7-15/adding-quick-fil…" but using strings/text and not lookups or dates? If yes, how can i do it?

Thanks in advance

Best Regards,

Pedro Pinheiro

3 comments

Norton Lingard

16:32 Mar 17, 2020

Dear Pedro,

Please see an example of creating filter using boolean type on the “CaseSection” schema https://prnt.sc/rhts16 https://prnt.sc/rhtstb https://prnt.sc/rhtt5x

Best regards,

Norton

Chris Isbell

22:50 Nov 16, 2020

Pedro - did you ever figure this out? I'm trying to do the same thing. Thanks!

Aakanksha Dixit

12:54 Apr 06, 2021

Chris Isbell,

Hello Chris, can you please help me in figuring out, how to apply quick filter on String or Text Field?

Actually, i have the same requirement to fulfill.

Best Regards,

Aakanksha Dixit

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Filters

7.15_()

Reset all section filters on login

09:40 Dec 11, 2019

Hi Community,

On Section, user can set filters, now if they logout and re login, section filters are still there. Now, how we can remove all the section filters when users is re logging in?

5 comments

04:14 Dec 12, 2019

Hello Fulgen,

Once you create a filter in a section there is a POST-request that goes directly to SysProfileData table with such a body (an example):

data: "{"profileCultureId":"a5420246-0a8e-e111-84a3-00155d054c03","TagFilters":[{"className":"Terrasoft.FilterGroup","items":{},"logicalOperation":0,"isEnabled":true,"filterType":6,"key":"TagFilters","tags":[]}],"CustomFilters":{"Name":{"displayValue":"12","value":"12","filter":"{\"className\":\"Terrasoft.FilterGroup\",\"items\":{\"customFilterName_Account\":{\"className\":\"Terrasoft.CompareFilter\",\"filterType\":1,\"comparisonType\":11,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"className\":\"Terrasoft.ColumnExpression\",\"expressionType\":0,\"columnPath\":\"Name\"},\"isAggregative\":false,\"key\":\"customFilterName_Account\",\"dataValueType\":1,\"leftExpressionCaption\":\"Name\",\"rightExpression\":{\"className\":\"Terrasoft.ParameterExpression\",\"expressionType\":2,\"parameter\":{\"className\":\"Terrasoft.Parameter\",\"dataValueType\":1,\"value\":\"12\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6,\"key\":\"CustomFilters\"}"}}}"

isDef: false

key: "AccountSectionV2GridDataViewFilters"

So as a result to achieve your business target you need to somehow trigger deletion of data from SysProfileData based on ContactID value of the system user who logs out (or logins) and keyword "%Section%GridDataViewFilters". Once data is deleted from SysProfileData filters will be removed from system user page.

Best regards,

Oscar

06:32 Dec 12, 2019

Oscar Dylan,

Thanks Oscar,

Using business process and process elements, how can I trigger this event on log out?

07:14 Dec 12, 2019

Fulgen Ninofranco,

You need to develop your custom script task to achieve this task since I am sure that start signals won't catch changes in SysUserSession table (but you may try LoggedIn column from SysAdminUnit table). But as for data deletion from SysProfileData there definitely should be script task because regular "Delete data" element won't be able to delete this data.

Best regards,

Oscar

08:33 Jan 20, 2020

Thanks Oscar,

I tried this signal, but it seems it is not being triggered during logout. Is there any other way to trigger event, please suggest.

Filter on Predict field values for Case

12:59 Jan 23, 2020

Oscar Dylan,

Hi Oscar, Any update? Thanks

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Filters

Marvyn

12:19 Nov 26, 2019

Hello,

Dear community,

I want to know how can I do the following thing :

I've synchronized my mailbox, and when I receive a mail, a case is created automatically, but I want to create a filter.

Create a case with all mail received on my mailbox except those which have as a subject the word "Test :"

I've tried to make a filter in a process, the Predict field values for Case process

But it doesn't work.

Linked to this post, I join several pictures in order to have a better understanding of my question.

Thanks a lot

Best regards

1 comments

Dennis Hudson

04:42 Dec 06, 2019

Cases from emails are created in the process "Incoming email registration process". To not to create a case from the email with Test in subject you would need to change a script task a little. For example like that:

try {

   _log.InfoFormat(@"[EmailSyncSessionId:{0}]|Process was started", Get<Guid>("RecordId"));

   lock (_syncLock) {

   Guid recordId = Get<Guid>("RecordId");

   var userConnection = Get<UserConnection>("UserConnection");

   var emailsList = GetActivityRecordsId(recordId);

   foreach (var email in emailsList) {

   _log.InfoFormat(@"[EmailSyncSessionId:{1}]|Start register case for ActivityId:{0}", email.ActivityId, Get<Guid>("RecordId"));

   try {

       var id_of_activity = email.ActivityId;



       var result = "";

       var selectQuery = new Select(userConnection)

                                   .Column("Title")

                                   .From("Activity")

                                   .Where("Id").IsEqual(Column.Parameter(id_of_activity)) as Select;

               result = selectQuery.ExecuteScalar<String>();



       if(email.CaseId == default(Guid)) {

           if (!result.Contains("Test"))

           {

               email.CaseId = RegisterIncidentFromEmail(email.ActivityId);

               if(email.CaseId != default(Guid)) {

                   var parentEmails = emailsList.Where(emailRecord =>

                   emailRecord.ParentMessageId == email.Id);

                   foreach(var parentEmail in parentEmails) {

                       parentEmail.CaseId = email.CaseId;

               var schema = userConnection.EntitySchemaManager.FindInstanceByName("Activity");

               Entity entity = schema.CreateEntity(userConnection);

               if (entity.FetchFromDB(parentEmail.ActivityId)) {

                   entity.SetColumnValue("CaseId", email.CaseId);

               _log.InfoFormat(@"[EmailSyncSessionId:{1}]| Case was created during this process activity with ActivityId:{0},

               set CaseId:{2}", parentEmail.ActivityId, Get<Guid>("RecordId"), parentEmail.CaseId);

               entity.Save(false);

               }

                   }

               }

           }

       }

   } catch (Exception ex) {

               _log.ErrorFormat(@"[EmailSyncSessionId:{0}]| Message: {1}, CallStack: {2}, InnerException: {3}",

               Get<Guid>("RecordId"), ex.Message, ex.StackTrace, ex.InnerException);

           }

   _log.InfoFormat(@"[EmailSyncSessionId:{1}]|End register case for ActivityId:{0}", email.ActivityId, Get<Guid>("RecordId"));

   }

   }

   _log.InfoFormat(@"[EmailSyncSessionId:{0}]|Process was finished", Get<Guid>("RecordId"));

} catch (Exception ex) {

_log.ErrorFormat(@"[EmailSyncSessionId:{0}]| Message: {1}, CallStack: {2}, InnerException: {3}",

Get<Guid>("RecordId"), ex.Message, ex.StackTrace, ex.InnerException);

}

return true;

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folders

Filters

dashboards

7.15_()

Sales_Creatio_()

Applying saved folder criteria to another folder or dashboard

Lisa Clarke

22:36 Nov 22, 2019

Is there a way to apply criteria from a saved folder to another folder or dashboard? I have a few complex queries. It would be great if, when building a new folder or dashboard, I could just apply the criteria from one or multiple saved folders/filters instead of starting from scratch each time.

5 comments

Dean Parrett

09:33 Nov 23, 2019

Dear Lisa,

You just need to click on the gear icon on the folder http://prntscr.com/q0wsnm and select Copy option. As you see, I've created the same folder with identical filter. As for dashboards, you can either create the copy of the whole dashboard tab http://prntscr.com/q0wt23 or copy 1 element of it through the dashboard designer http://prntscr.com/q0wtc7

Best regards,

Dean

Lisa Clarke

20:05 Dec 04, 2019

Thanks Dean,

I know about the copy features. Sometimes I'd like to copy folder or dashboard criteria from one section to another. It's not possible to do that. Also, I'd like to copy the criteria from one series in a graph dashboard to another series, or even just a subset of that data. It's not possible to do that either. I end up having to recreate the entire query in each series.

It would be nice if we could just save a particular query or apply the criteria from one or multiple folders to a dashboard without selecting the folders. Especially if deploying to other users.

Dean Parrett

10:56 Dec 05, 2019

Dear Lisa,

We will register this idea in our R&D team backlog to consider the implementation of such logic in the future application releases.

Best regards,

Dean

Nathan

00:31 Jul 20, 2021

Hello Dean, has there been any forward movement on this idea? Also, when looking at this logic it would be great if these dashboard and folders could be available between environments since dashboard aren't able to be created through packages.

Danyil Onoprienko

08:59 Jul 20, 2021

Nathan,

Thank you for your question!

I have double-checked this information and currently, there are no updates on the ETA of implementing this feature in Creatio.

We will make sure to provide this information as soon as we acquire it.

Thank you for your understanding!

Regards,

Danyil

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section

Filters

methods

Button

7.15_()

Service_Creatio_()

How can i add filters or execute methods through the addRecord button?

Pedro Pinheiro

13:22 Nov 04, 2019

Hi,

is it possible to apply filters to the addRecord button? If so, how can i apply them and execute methods when pressing it.

This print shows the section page with the addRecord button "Novo".

1 comments

Norton Lingard

17:44 Nov 04, 2019

Dear Pedro,

In order to apply filters to the “addRecord” button please do the following:

1. Create a replacing client schema module. Please find more information in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-15/creating-custom-client-module-schema

2. Set “Parent object” property to “Base data view” value https://prnt.sc/psavyp

3. Use the following code as an example:

define("BaseDataView", [], function(){

return{

messages: {},

mixins: {},

methods: {

// new custom method

TestMethod: function(){

return true;

// overriding addRecord method

addRecord: function(typeColumnValue){

var schema = this.getEditPageSchemaName(typeColumnValue);

if(schema === "AccountPageV2"){

// use here your methods or filters

this.TestMethod();

}

this.callParent(arguments);

}

diff: /**SCHEMA_DIFF*/ [] /**SCHEMA_DIFF*/

};

});

Please find more information about filters in the article by the links below:

https://academy.creatio.com/documents/technic-sdk/7-14/entityschemaquery-class-filters-handling?_ga=2.100001118.1940880110.1572861922-1199877090.1572861922

https://academy.creatio.com/documents/technic-sdk/7-13/entityschemaquery-filters-handling?_ga=2.5228019.1940880110.1572861922-1199877090.1572861922

4. In case, if it is need to apply a filter only for particular sections, please add a name of these sections to the following part of code:

if(schema === "Section name"){

// use here your methods or filters

this.TestMethod();

}

Please note that it is possible to find the name of the particular section in the query string. For example, for Account section the name is “AccountSectionV2”. Please see the screenshot below:

https://prnt.sc/psb2jp

Best regards,

Norton

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account

7.11

Accounting

Filtering

Filters

7.11_()

Studio_Creatio_()

How to add the account classification into filters

02:03 Oct 30, 2019

Hi Team,

We were trying to filter out the account classification. However, we were not able to add the field account classification which is present in the account section to filters. is there a way to add them into the filter so that it can be searched quickly?

Thank you in advance, Gokul

2 comments

04:28 Oct 30, 2019

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