filter
multiple look up filters

Hi all,

 

Can this document in academy be elaborated with some examples using custom objects or constructing column path with multiple objects.

Build path to columns | Creatio Academy

I want to apply multiple filters on a custom section object based on a status field. And the same status field is also used in a detail object added in Account.

So once the custom section object filter is applied, i want to apply the filter based on the detail in account.

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filter
lookup
Studio_Creatio
7.17

Hi community,

 

Is it possible to filter a Lookup field type "Selection window" with a ESQ query? I need to use a ESQ query with some logical operators to filter the result of the lookup window.

 

 

I Know how to do that with lookup field type "List" but it not works with lookup type "Selection window".

 

Thanks,

 

Tiago Pierine

 

 

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3 comments
Best reply

Hello Tiago,

I have an article on that topic here https://customerfx.com/article/filtering-lookups-in-creatio-formerly-bp…

Hope this helps,

Ryan

Hello Tiago,

I have an article on that topic here https://customerfx.com/article/filtering-lookups-in-creatio-formerly-bp…

Hope this helps,

Ryan

Hi Tiago,



Ryan's link indeed contains a good example for filtering lookups in Creatio. Please perform few tests using the article provided above.



Best regards,

Tatiana

Hi Ryan,

Your suggestion worked perfectly, thank you very much.

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filter
account
Email
history
Sales_Creatio
7.17

Hi all !

On the account section, i would like to filter accounts which have not received any email

I tryed to used the "History on account section" with the Object email but it looks like it did not work because in my example below the account is having an email in its timeline tab.

On the account i ve an email record in the history tab:

Does anybody knows how can i retrieve accounts with no emails history ?

Thank you

nicolas

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Best reply

Hello,

 

It is necessary to use this filter to use this filter:

 

Regards,

Dean

Hello,

 

It is necessary to use this filter to use this filter:

 

Regards,

Dean

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EntitySchemaQuery
filter
Serverside
7.17

Hi Community,

 

What is the syntax for EntitySchemaQuery createColumnIsNotNullFilter in server side code?

 

Thanks

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1 comments

Hello,

 

Here is the example.

function OwnerFilter() {
		return Terrasoft.createColumnIsNotNullFilter('[SysAdminUnit:Contact].Id');
	}

You can also find example it in BaseFiltersGenerateModule of NUI package.

 

Regards,

Dean

 

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filter
Role Based Filteration
roles
Financial_Services_Creatio_lending_edition
7.17

Hi

I have applied filtration logic for one Contact lookup field in a section edit page based on User Role and role-based contacts alone getting listed in that field. But when I put the same filter in portal edit page of the section for the same lookup field, it is not showing the contacts. 

Please find below the used code.

Case: Users having Role Id : 'KYC', has to be listed in the lookup field.

Filter code:  Inside Attributes,

"GlbKYC": { 

// Attribute data type.

"dataValueType": Terrasoft.DataValueType.LOOKUP,

// The configuration object of the LOOKUP type.

"lookupListConfig": {

"filters": [

function() {

var filterGroup = Ext.create("Terrasoft.FilterGroup");

filterGroup.add("IsKYC",

Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "[SysAdminUnit:Contact].[SysAdminUnitInRole:SysAdminUnit].SysAdminUnitRoleId", "C14E5787-4BF5-4FA8-A407-96FB942A02E2"));

return filterGroup;


}]}},

Kindly help to resolve this.

 

Regards

Abinaya

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Hi Abinaya,

 

SysAdminUnit object is not accessible from the portal due to security reasons and creating filtration using this object is not possible for portal users. Also it is not recommended to use "Sys" objects on the portal since system objects have restrictions in the application core related to the portal.

 

You need to create a separate object to store connections between system users, their roles and contacts. This custom object will be accessible from the portal and you will be able to execute filtration under a portal user.

 

Best regards,

Oscar

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filter
business rule
Sales_Creatio_team_edition
7.17

Hello Colleagues,

 

I need to add a different "filter Business rule" for the same field regarding the value of another field, this is not possible using the Filter Business rule wizard, how can I did it?

 

In my case, regarding the contact Account Type I want to filter the possible Contact Types we want to enable, for example

  • if the account type is Our Company, contacts type just can be Employee,
  • if account type is Customer, contact type just could be "Customer" or "Contact Person"

 

Thanks in advance

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2 comments

 Dear Julio,



Unfortunately, it is not possible to implement this logic through Business rules as we cannot create business rule for contacts in accounts.



The solution here will be to build the described filter using EntitySchemaQuery.

Here is the article - https://academy.creatio.com/docs/developer/back-end_development/working…



Best Regards,

Ivanna

Thanks Ivanna

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Filtering
Filters
filter
detail
Custom Details
products

Dear community,

 

We added a detail to our product page where we can add options.

These options are products as well so whenever we press on the "+" we get a popup with a muliselect where we can choose all the options:

https://prnt.sc/xtcr11

 

The problem here is that we can see all the options with different Categories.

How can we filter so it only shows the category that is the same as the product above it?

 

thank you!

 

 

Kind regards,

Yosef

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3 comments

Hello Yosef,

You can add additional filters to the lookup for the detail by overriding the getAllLookupFilters method from the LookupMultiAddMixin, I have an article on how to do that here: https://customerfx.com/article/adding-additional-filters-to-a-detail-ad…

Ryan

As far as getting the product category from the parent record, I'm not sure that it would work to pass values to the detail (as outlined here https://customerfx.com/article/passing-values-from-a-page-to-a-new-reco…) for the case where the detail is using the LookupMultiAddMixin. Your best bet is to use the sandbox to request the current category value from the page.

Ryan

Ryan Farley,

Please help me to build filter for a few parametrs

So, it`s something wrong:

 

 

        getAllLookupFilters: function() {

                

                var filter = new this.Terrasoft.createFilterGroup();
                filter.logicalOperation = this.Terrasoft.LogicalOperatorType.AND;
                filter.add(Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,"ResponsibleDepartment" , this.get("Dept")));
                filter.add(Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,"Stage.End" , false));
                filterGroup.addItem(filter);
                
                return this.mixins.LookupMultiAddMixin.getAllLookupFilters.apply(this, arguments);

                
            
            },
 

 

 

Thank you

 

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date
filter
folder

Is it possible to have a date filter on a folder or search that excludes/includes for last 6 months from the current date?

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1 comments

Hello Mai,

 

Hope you're doing well.

 

If I understood your request correctly, for that purpose you can use advanced filters in the folder/section. More information about using the filters can be found in the following article:

 

In those Community posts you will be able to find additional information about the custom filtering for folders:

 

Best regards,

Roman

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Hello Community!



The following are some common access related use cases that we have encountered in the past - 

1. By default, filter and show only certain section records to certain Org/Func roles.

2. Filter detail records by a specific column and show only a subset of records to a certain Org/Func role.



As of now, applying default filters for section lists and details can only be done by writing code. There are cases where analysts are not comfortable with writing code and enabling these to be done via no-code configuration capabilities will be a value addition to them. This will also improve app maintainability and ease of modification when compared to writing code.

2 comments

Dear M Shrikanth, 



We will register both propositions for the R&D team so they will consider possibility of adding or simplifying this functionality in future. 



However, can you please specify why is it not convenient for you to set up access rights with record permission enabled for some section for each role needed?

In this way all users will be able to see only those records for which they have access rights granted. 

It possibly can be a no-code solution for the first point stated in your idea. 



Kind regards,

Roman

Roman Brown,

Hi Roman. Thank you for the response. The use case would be something like this - 



A section contains a list of records with one column being country. These records are inserted programmatically and not manually. We have distinct organizational roles for each country. We need to display only those country records to users of those organizational roles.



If the above scenario can be handled via record permissions, Pls let me know. From what I read, record permissions are based on the record author. Follow up question - 



Can I insert records programmatically (ESQ) as a user from a specific Org role? If Yes, then I could use record permissions to handle my use case.

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filter
get
id
object

Hi everyone,

We created a custom entity that has a Contact lookup called [UsrConsumidor] and we need to get a value from a Contact's field called [UsrTotalPtsAcumulados].



We got an exemple from the bpm'online academy (https://academy.bpmonline.com/documents/technic-sdk/7-10/entityschemaqu…) and followed the exactly same structure, but it's not working. 

​var contactId = this.get("UsrConsumidor");
 
// Create Terrasoft.EntitySchemaQuery class instance with [Contact] root schema.
	var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
	rootSchemaName: "Contact"
});
 
// Add column with name of main contact of accounts that refers to given contact.
esq.addColumn("UsrVouchers.UsrConsumidor.UsrTotalPtsAcumulados", "ContactTotalPtsAcumulados");
 
// Get one record from selection on the basis of [Id] of card object and display it in an info window.
esq.getEntity(contactId, function(result) {
	if (!result.success) {
		// error processing/logging, for example
		this.showInformationDialog("Data query error");
		return;
	}
	this.showInformationDialog(result.entity.get("ContactTotalPtsAcumulados"));
}, this);

The error that is given in the console is: "errorCode: "FormatException", message: "Expected hex 0x in '{0}'." "

Am I doing something wrong or is there an easier way to get an object by ID?

Best regards,

Rogério Zampieri.

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Dear Rogerio,

You don't need to join tables, your root schema is already "Contact", you just need to specify the filter.

Moreover, please use this statement to achieve Id of the contact:

​var contactId = this.get("UsrConsumidor").value



 

​var contactId = this.get("UsrConsumidor").value;
 
// Create Terrasoft.EntitySchemaQuery class instance with [Contact] root schema.
var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
	rootSchemaName: "Contact"
});
 
// Add column with name of main contact of accounts that refers to given contact.
esq.addColumn("UsrTotalPtsAcumulados");
esq.filters.add("IdFilter", esq.createColumnFilterWithParameter(
				Terrasoft.ComparisonType.EQUAL, "Id", contactId));
 
// Get one record from selection on the basis of [Id] of card object and display it in an info window.
esq.getEntity(contactId, function(result) {
	if (!result.success) {
		// error processing/logging, for example
		this.showInformationDialog("Data query error");
		return;
	}
	this.showInformationDialog(result.entity.get("ContactTotalPtsAcumulados"));
}, this);

Regards,

Anastasia

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