For a detail in Creatio, there’s an option to filter the detail that is buried in the three-dot menu button. Many users might not know that is there. Additionally, if the detail needs to be filtered often, it might be a pain for users to continually look for the filter option in that menu. For these cases, you can easily force the filter button to show for a detail. The end result will look like the following:
To have the detail default to always show the filter button, all you need to add to the detail schema is the following code:
init: function() {
this.callParent(arguments);
this.set("IsDetailFilterVisible", true);
}
With that code in place, a user just needs to click the filter button to show the filter, like this:
Hello Ryan,
How can we expand this functionality. By this I mean, having the collapsed quick filter always opened , together with a default colum and default value selected ?
Hello Ryan,
Thank you for the valuable knowledge. How can we expand this feature. I mean
1- Havinf the quick fitler alwqays collapsed for a given detail
2- Having a default column in the quick filter ( getFilterDefaultColumnName: function())
3- Having a default value selected
4- Having the apply filter button selected
Thank you Sasori
I am not sure how to add the default values (so the user can remove them) since it is a per-user thing, but if you always needed the filter values set for the detail (and not allow the user to remove them) you could filter the detail using ESQ filters as shown here: https://customerfx.com/article/filtering-a-detail-list-in-creatio-formerly-bpmonline/
Ryan