...
Used API’s: findByQuery, isOpportunityPage, getPayload, setHeaderInputValue
Filter Data in the CLIC Module List
In this example, we will filter rebates, but you can filter any CLIC module.
Code Block | ||
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// First we need to use Method which triggers when we open rebate list
export const rebateAgreementsListFilterAdd = async ({ api, filter }) => {
const { crmManager } = api;
// Let's use payload for make our filter more interesting
const payload = await crmManager.getPayload();
// Also let's return different filter based on where iFrame is located
const isAccountPage = await crmManager.isAccountPage();
const isOpportunityPage = await crmManager.isOpportunityPage();
if(isAccountPage) {
return [{
fieldName: 'additionalInfo1',
operator: 'equals',
value: payload.AccountNumber
}];
}
if(isOpportunityPage) {
return [{
fieldName: 'additionalInfo2',
operator: 'equals',
value: payload.OpportunityId
}];
}
return filter;
} |
Used API’s: isAccountPage, isOpportunityPage, getPayload