Filter for global search

👨‍💻 Development Help
1

Hi,
is it possible to filter Lead values in the global search, hiding records that have ‘Converted’ value in the Status field?
Using Studio seems to me you can’t do

2

You could do that with this enhancement

which I never made a PR for :man_shrugging:

1 Like
3

Hi PGR,
in ‘/custom/modules/Leads/metadata/searchdefs.php’ I entered:

‘whereClause’ => “AND (leads.status <> ‘Converted’)”,

precisely in

$ searchdefs [‘Leads’] =
array (
‘layout’ => (
…
)
‘whereClause’ => “AND (leads.status <> ‘Converted’)”,
‘templateMeta’ =>
array (…)

I did the repair operation.

But the filter doesn’t work… did I put it in wrong?

screen
screen.png704×221 3.23 KB

4

Hi PGR, it works, I missed to add the code to the modules/Home/UnifiedSearchAdvanced.php file too. :smiley:

Is there any way to make this change secure for upgrades?

1 Like
5

I think the best would be for this enhancement to go into core…

6

Do you mean that for now it is not possible to restore the modification to the UnifiedSearchAdvanced.php file in /custom/?
:nerd_face:

7

It might be, I didn’t try it, to be honest.

Tell me how it goes

8

Hello PGR,
I think it can’t be done… I asked on a similar post ( https://community.suitecrm.com/t/how-to-override-email-module-file/68260/5?u=web_elinet ) and it seems you can’t extend the functionality…
You’ll have to insert it in the coree when I update it, I’ll have to remember to reload the changes… :pensive:

9

Hi @web_elinet
Upgrade safe
Copy these files:

  • modules\Home\UnifiedSearch.php
  • modules\Home\UnifiedSearchAdvanced.php
    to:
    custom\modules\Home
    in this file:
  • modules\Home\UnifiedSearch.php
    change
    line 54 (ish)
    require_once(‘modules/Home/UnifiedSearchAdvanced.php’);
    to
    require_once(‘custom/modules/Home/UnifiedSearchAdvanced.php’);

I have a PHP switch case based on a value in records and current user profile that goes an extra level beyond security groups.

I added the switch case variables and the ‘whereClause’ to the module searchdefs and
viola, search restricted based on current user values.