A Step by Step to Adding Filters to the SalesLogix Web Client

  

The web client allows filters to be create against an entity from within the Application Architect.  One of the nice things about the filters is that they are available for any group built against the entity.  Lets take a look at a simple example of the filters present at the Opportunity entity and how to add a couple of new filters:

 

SalesLogix Opportunity filters

 

The Opportunity filters that exist initially include those shown in the screen shot above.  Remember that the filters work against any group at the Opportunity.  For instance if I am on the “Closed – Lost” group and I want to find all accounts starting with “A” I can use the filter to show me all of the Opportunities I have lost for Accounts starting with A.  Conversely, if I am on the Closed – Won group and use the same filter I would see all of the Opportunities I won against the Accounts starting with A.  For this reason think of Filters as a way of further defining the constraints of the current group.  They are not a global search, but only a restriction within the group you are currently working in.

Lets take a look at how to add Filters.  Filters can not be added by an end user.  The must be designed and deployed using the Application Architect.  The reason for this is the filters must map against a property within the entity model and are encapsulated within the Filter taskpane control.  For this reason, adding a new filter requires a web platform build and a web site deployment.

Lets walk through adding a filter.  For simplicity sake I will add a new filter for Opportunities showing the Type property.

 

  • Log into the Application Architect as Admin.
  • Open the Project Explorer, if it is not already open by pressing Ctrl+Alt+E or using the View…Project Explorer menu item.
  • In the Project Explorer, expand out the tree to Entity Model…Packages…SalesLogix Application Entities…Opportunity..>Filters.
  • Here you will see all of the filters for the Opportunity entity.
  • To add a new filter, right click on the Filters folder and choose New Filter

Application Architect Opportunity Filter

  • The New filter dialog will open

 

  • The Filter name must be unique and without spaces.
  • The Display Name is what the user sees as the filter name.
  • The Property is the entity property on which the filter will act.
  • The Type is what kind of filter this new filter will be.  Usually if you are filtering on a field that is filled with a picklist you can use “Distinct”.  This will then present a distinct list of all of the values in the database.  You obviously would not use this type of filter on something more unique like Account Name.  In that case you should probably use the type of “User Lookup”.  Take a look at the existing filters in the system to see how to use the various Types.  Based upon the Type chosen the remaining fields on the filter dialog will change.  in the case of the Distinct choice I just have Characters.
  • Characters represents how many of the characters you want to show as distinct values.  If you leave it at ) it will not apply a character limit to the filter and will show each distinct value.  If you set characters to 1 then it would give a distinct set of values based on the first character of the values in the database.  For instance if the only values in the Type field in the database are “Open” and “Closed”, your choices under the filter would show “O” and “C”.  Typically you would leave the Characters set to 0.
  • Once you have set up my filter click the Save icon on the Application Architect Toolbar to save the new filter.
  •  Now that the filter is saved, I want to do a web platform build (Build…Build Web Platform or use the icon on the toolbar).
  •  After the build completes you will need to re-deploy your website.

 

When you log back into the web client after deploying, you might not see the new filter immediately.  Active filter settings are stored per user so the new filter may not be in the user’s settings.  To add the filter, click the Edit link at the top of the Filter area.

New SalesLogix opportunity Filter for Type

 

Select the Type filter and click the X to Close.

There you go! a new filter has been added for everyone’s enjoyment.

New SalesLogix opportunity Filter for Type Shown

ABOUT THE AUTHOR

Kris Halsrud

Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

5 Comments

  1. Yes – Many thanks.

    They are all working now.

    Reply
  2. I know this was entered so long ago, but I am hoping this is still and active blog. I have a saleslogix web app build 8.1.0.1146 and have tried to utilize this process to add a ticket filter , specifically a solution filter, to the ticket piece.

    I was able to follow along and do everything that was stated with no issue, but when the website was republished the filter was not there. Even after clicking the edit link.

    I also noticed that when I went into the Entity Model…Packages…SalesLogix Application Entities…Tickets..>Filters there were many more filters that were in this area that did not show up on my web client… including the one I added.

    Is there a reason that there would be a disconnect like this?

    Reply
  3. I tried this solution and was not successful. I was able to follow all the steps, but I could not get the new filter that I successfully created in Entity Model…Packages…SalesLogix Application Entities…Tickets..>Filters to show up in the ticket area.

    When reviewing all the filters in the application architect against the web application I noticed that the new one I created was not the only one to be missing.

    Is there a reason such a disconnect could exist even after the build and deployment were successful?

    Reply
  4. I’m on 8.3 and I’m seeing the same issue as Sean. Does something need to be done in portal manager?

    Reply
    • Is the column you added the filter for present in the group you are on? Filters show dynamically since they act on filtering the data in the open group client side.

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!