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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

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About Kris Halsrud

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


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Comments

 

Twitter Trackbacks for A Step by Step to Adding Filters to the SalesLogix Web Client - Kris Halsrud's Blog [customerfx.com] on Topsy.com said:

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November 23, 2010 2:06 PM
 

Eddy said:

Thanks for the example.

Now, I found a weird thing. If I want to add country from account filter in opportunity, it is not function on web client. Do you know why

thanks in advance

Eddy

November 24, 2010 3:49 PM
 

troy123 said:

Hello Kris,

 I tried many options from property in the filter like account.address.country, account.addresses.country, none of them is working on web client.

Regards,

Eddy

November 24, 2010 3:56 PM
 

Kris Halsrud said:

I just added Account.Address.Country to a custom entity that has a entity relationship property back to Account called "Account".  It worked for me.  I tried this on 7.5.3.  Is that the version you are using?  Have you tried to do an IISReset?

November 24, 2010 4:53 PM
 

troy123 said:

thanks for reply.

Yes. i did the reset iis.

The version is 7.5.2.  What I did was

Filter Name: Country

Display Name:Country

Property: Account.Address.Country

Type:Distinct

Characters: 0

The filter is created on Opportunities.

But it doesn't work for me.

any ideas?

Thanks,

Eddy

November 25, 2010 2:07 PM
 

troy123 said:

also, If i try account.name, it is working fine.

but not account.address.country

November 25, 2010 2:10 PM
 

Kris Halsrud said:

My guess is that it is an issue with the 7.5.2 version and how filters work.  The filter area in 7.5.3 is still a little buggy but I do know that the address filter like you are trying will work on that level.

November 26, 2010 1:32 PM
 

RealTime - Questions: "I cannot click on my desktop i can see the icons but cannot click anywhere?" said:

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December 1, 2010 6:52 AM
 

Michael Crampsey said:

Thanks - i have used this to create quite a few new filters but i am finding a problem getting them to stay.

Having created some new Account filters, i edit the filter pane and check them. They then appear. They work correctly.

However, if i then go into an account and then switch back to the list view, they are no longer visible.

February 11, 2011 5:53 AM
 

Kris Halsrud said:

If you are 7.5.3 this area has changed slightly, now for the filters to show and work they must be a column in the active group.  Is this the case for you?

February 14, 2011 9:20 AM
 

Michael Crampsey said:

Yes - Many thanks.

They are all working now.

February 24, 2011 5:47 AM

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