December 10, 2022

Custom Filters in EspoCRM

We decided to publish short tutorial how to create custom filters which will be available for all users. You have to login to your ftp server and modify files.

1. Plan your filters

Prepare list of filters and make changes in your files. Go to directory:

/custom/Espo/Custom/Resources/metadata/clientDefs
"filterList": [
    {
        "name":"inProgress"
    },
    {
        "name":"completed",
        "style": "success"
    }
]

2. Add translation

Find file with name of your entity in directory:

/custom/Espo/Custom/Resources/i18n/en_US

Add translation to your file like below:

3. Add conditions for your filters

Go to directory:

/custom/Espo/Custom/SelectManagers

If you don’t have SelectManagers folder, then create it by yourself.

Video tutorial

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