Hi All,
I have a Entity in crm which contains "State" and "country" field. I want to use this entity in CRM Portal with a filter like, It should filter the record based on logged in user country value.
Any type of help would be appreciated.
Thanks in Advance.
*This post is locked for comments
Hi Pankaj,
In that case, you could try below.
On the Web Page Copy (HTML), use liquid to write the user's country to DOM.
Share
Report
All responses (
Answers (
<div id="pfx_contact_country">{{ user.pfx_contact_country }}</div>
If the country field is a lookup then use
user.pfx_contact_country.id
Then in Entity List Custom JavaScript section, write JavaScript to remove tr element's that doesn't match contact's country. This code give access to the grid's onload event.
$(document).ready(function (){
$(".entitylist.entity-grid").on("loaded", function () {
$(this).children(".view-grid").find("tr").each(function (){
// Get the contact's country - value created by liquid
// Get this elements country
// IF they don't match, remove element
// Note: Make sure to not delete th element
});
});
});
For more information about this JavaScript code please see below.
Cheers,
Nadeeja
Hi Nadeeja,
Thanks for the reply but my requirement is to filter the record for the Entity List on portal ,not required to populate the country on Entity form.
Hi Pankaj,
Assuming you are trying to populate the country field in an Entity Form or Web Form, you could try below approach.
1. First you need to get the logged in user's country in to the DOM. You can do this using Liquid.
For example:
If you enter below in Copy (HTML) section of a web page (open source view not rich formatting),
<div>User ID = {{ user.id }}<div>
<div>Country = {{ user.prefix_country }}<div>
You will see below result.
User ID = 817591e8-9b83-e611-9424-0050569b556d
Country = Australia
2. Now you can use jQuery to populate the country field on you custom entity's Entity Form.
$(document).ready(function() {
$("#prefix_country").val("Australia");
});
Hope this helps.
Cheers,
Nadeeja
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156