Files
help365/platform/limit-selection-of-elements.html
2025-05-27 21:32:35 +04:00

199 lines
19 KiB
HTML
Raw Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Add a filter for users and app items on the item form</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="If you have placed fields of the Users or App type on the form, you can specify which items will be available for employees to select. To do this, configure filtering using the..." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer &gt; App builder / Add a filter for users and app items on the item form</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Add a filter for users and app items on the item form</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">If you have placed fields of the <span style="color: #0000ff;"><a href="360009707032.html#users" class="topiclink">Users</a></span> or <span style="color: #0000ff;"><a href="360009707032.html#app" class="topiclink">App</a></span> type on the form, you can specify which items will be available for employees to select. To do this, configure filtering using the <span style="font-weight: bold;">Add filter</span> option.</p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">Suppose an employee specifies a customer from the <span style="font-weight: bold;">Contacts</span> app on the contract form. To narrow down the list of contacts and hide those that the employee should not see, you can set a filter in the field settings. For example, to show only contacts added to the system by the current user.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Set up the filter</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">As an example, lets set up the conditions for selecting a contact person on the <span style="font-weight: bold;">Contracts</span> app item page. Set filters to specify only those records in the <span style="font-weight: bold;">Contacts</span> field added by the current user and where <span style="font-weight: bold;">London</span> is specified as the clients address.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">To do this:</p>
<ol style="list-style-type:decimal">
<li value="1" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">Go to the <span style="color: #0000ff;"><a href="360009918011.html#edit_form" class="topiclink">app form settings</a></span> and select a property of the <span style="font-weight: bold;">App</span> type.</li><li value="2" style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">In the window that opens, select the <span style="font-weight: bold;">Add filter</span> check box, and then click <span style="font-weight: bold;">Add Conditions</span>.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 34px;"><img alt="dynamic_filter1" width="584" height="485" style="margin:0;width:584px;height:485px;border:none" src="dynamic_filter1.png"/></p>
<ol style="list-style-type:decimal" start="3">
<li value="3" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Click <span style="font-weight: bold;">+Filter</span>, then <span style="font-weight: bold;">&lt;Undefined&gt;</span>, and select a field from the list by which the items will be filtered. For example, lets select the <span style="font-weight: bold;">Author</span> field as the filter from the properties of the <span style="font-weight: bold;">Contacts</span> app.</li><li value="4" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Set the filter value. To do this, next to the <span style="font-weight: bold;">Author</span> field, check the <span style="font-weight: bold;">Current user</span> option.</li><li value="5" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Add additional conditions. In our example, we will set the filtering by address and set <span style="font-weight: bold;">London</span> as a value.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 34px;"><img alt="dynamic_filter3" width="564" height="202" style="margin:0;width:564px;height:202px;border:none" src="dynamic_filter3.png"/></p>
<ol style="list-style-type:decimal" start="3">
<li value="6" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Click <span style="font-weight: bold;">Save</span>.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">In the same way, you can set up filtering by properties from the user page for the field of the <span style="font-weight: bold;">Users</span> type. For example, narrow down the list of employees by position or a certain group.</p>
<h2 class="p_Heading2"><span class="f_Heading2">Export an app with a configured filter</span></h2>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">When you <span style="color: #0000ff;"><a href="360009669292.html" class="topiclink">export an app</a></span>, the filtering conditions in the <span style="font-weight: bold;">Add filter</span> option are retained in the following cases:</p>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">If system components, such as <span style="color: #0000ff;"><a href="360006871932.html" class="topiclink">system groups</a></span> or system app fields, are specified as filtering values. </li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">If the app with the filtering conditions and the associated app are part of the exported workspace or solution.</li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">When you upload an app with a property of the <span style="font-weight: bold;">Users</span> type where a filter is configured, only the specified filter will be retained. Its value, which corresponds to the value of the field on the user page, will not be uploaded. To save the value in the filter, export the app as part of the configuration.</p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;">For example, to filter the users in the <span style="font-weight: bold;">Responsible for payment</span> field in an invoice, you have created a filter for the <span style="font-weight: bold;">Position</span> field. In it, you specified the <span style="font-weight: bold;">Accountant</span> record from the companys org chart. When you export the <span style="font-weight: bold;">Invoices</span> app, the created filter will be saved for the <span style="font-weight: bold;">Responsible for payment</span> field, but a certain position will not be specified. You need to create the <span style="font-weight: bold;">Accountant</span> position in the new companys org chart and re-configure the filter.</p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="360009921431.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">360009921431.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="360022129191.html">
<span class="bottom-nav__link">360022129191.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>