How to change Opportunities view sorting and add default filter?

[marty]

Hi, I have a couple of questions:

1. how do you modify the default sorting in the Opportunities grid view? e.g. how to implement descending Reference number sorting?

2. how do you add a default filter to the Opportunities grid view, e.g. to only list opportunities that do not have sales stage = Closed Won or Closed Lost?

[PakMax]

Hello @marty

1. In the grid header, put -opportunitySeq in the orderBy parameter

<grid name="opportunity-grid" title="Opportunities" model="com.axelor.apps.crm.db.Opportunity" orderBy="-opportunitySeq">

2. In the opportunity-filters view, add the following filter:

    <filter title="My team not closed">
    <domain>self.opportunityStatus not in (5,6)</domain>
    </filter>
   

Save and refresh only changed views, you can apply the filter as follows:

Warning 1 : It’s a short-term fix.
This modification will persist as long as the production application version is not modified.
In the case of a new version of the software delivered in production, the current modification will be lost.
To integrate this modification in the next release, a developer must integrate it into the relevant xml file of the application sources.

Warning 2 :

Modify view xml

Hello, For the XML views to be loaded into the database, you must refresh the views. Warning : all updates made directly by form will be lost. [Raf_Vues] Regards,

Hope this helps you.
Regards

[marty]

Thank you, this worked. How can I get the new filter applied automatically?

[PakMax]

You can add the domain into an action-view with a new menu entry similar to crm-root-opportunity

[marty]

Thank you! This worked.

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