Created
April 23, 2015 19:07
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Add owner filter on Leads/Opportunities datagrids - OroCRM
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| datagrid: | |
| custom-sales-opportunity-grid: | |
| extended_entity_name: %orocrm_sales.opportunity.class% | |
| options: | |
| entityHint: opportunities | |
| export: true | |
| entity_pagination: true | |
| source: | |
| type: orm | |
| acl_resource: orocrm_sales_opportunity_view | |
| query: | |
| select: | |
| - o.id | |
| - o.name | |
| - o.createdAt | |
| - o.closeDate | |
| - o.probability | |
| - o.budgetAmount | |
| - CONCAT(contact.firstName, CONCAT(' ', contact.lastName)) as contactName | |
| - status.label as statusLabel | |
| - email.email as primaryEmail | |
| - channel.name as channelName | |
| - CONCAT(owner.firstName, CONCAT(' ', owner.lastName)) as ownerName | |
| from: | |
| - { table: %orocrm_sales.opportunity.class%, alias: o } | |
| join: | |
| left: | |
| - { join: o.contact , alias: contact } | |
| - { join: o.status, alias: status } | |
| - { join: contact.emails, alias: email, conditionType: WITH, condition: 'email.primary = true' } | |
| - { join: o.dataChannel, alias: channel } | |
| - { join: o.owner, alias: owner } | |
| columns: | |
| ownerName: | |
| label: orocrm.sales.opportunity.owner.label | |
| channelName: | |
| label: orocrm.sales.opportunity.data_channel.label | |
| name: | |
| label: orocrm.sales.opportunity.name.label | |
| createdAt: | |
| label: oro.ui.created_at | |
| frontend_type: datetime | |
| contactName: | |
| label: orocrm.sales.opportunity.contact.label | |
| closeDate: | |
| label: orocrm.sales.opportunity.close_date.label | |
| frontend_type: date | |
| budgetAmount: | |
| label: orocrm.sales.opportunity.budget_amount.label | |
| frontend_type: currency | |
| probability: | |
| label: orocrm.sales.opportunity.probability.label | |
| frontend_type: percent | |
| statusLabel: | |
| label: orocrm.sales.opportunity.status.label | |
| primaryEmail: | |
| label: orocrm.contact.email.label | |
| properties: | |
| id: ~ | |
| view_link: | |
| type: url | |
| route: orocrm_sales_opportunity_view | |
| params: [ id ] | |
| update_link: | |
| type: url | |
| route: orocrm_sales_opportunity_update | |
| params: [ id ] | |
| delete_link: | |
| type: url | |
| route: oro_api_delete_opportunity | |
| params: [ id ] | |
| sorters: | |
| columns: | |
| channelName: | |
| data_name: channelName | |
| name: | |
| data_name: o.name | |
| createdAt: | |
| data_name: o.createdAt | |
| contactName: | |
| data_name: contactName | |
| closeDate: | |
| data_name: o.closeDate | |
| budgetAmount: | |
| data_name: o.budgetAmount | |
| probability: | |
| data_name: o.probability | |
| statusLabel: | |
| data_name: status.label | |
| primaryEmail: | |
| data_name: email.email | |
| ownerName: | |
| data_name: ownerName | |
| default: | |
| createdAt: DESC | |
| filters: | |
| columns: | |
| ownerName: | |
| type: string | |
| data_name: ownerName | |
| channelName: | |
| type: entity | |
| data_name: channel.id | |
| options: | |
| field_options: | |
| class: OroCRMChannelBundle:Channel | |
| property: name | |
| translatable_options: false | |
| name: | |
| type: string | |
| data_name: o.name | |
| createdAt: | |
| type: datetime | |
| data_name: o.createdAt | |
| contactName: | |
| type: string | |
| data_name: contactName | |
| closeDate: | |
| type: date | |
| data_name: o.closeDate | |
| budgetAmount: | |
| type: currency | |
| data_name: o.budgetAmount | |
| probability: | |
| type: percent | |
| data_name: o.probability | |
| statusLabel: | |
| type: entity | |
| data_name: status.name | |
| options: | |
| field_options: | |
| class: OroCRMSalesBundle:OpportunityStatus | |
| property: label | |
| translatable_options: false | |
| primaryEmail: | |
| type: string | |
| data_name: email.email | |
| actions: | |
| view: | |
| type: navigate | |
| acl_resource: orocrm_sales_opportunity_view | |
| label: oro.grid.action.view | |
| icon: eye-open | |
| link: view_link | |
| rowAction: true | |
| update: | |
| type: navigate | |
| acl_resource: orocrm_sales_opportunity_update | |
| label: oro.grid.action.update | |
| icon: edit | |
| link: update_link | |
| delete: | |
| type: delete | |
| acl_resource: orocrm_sales_opportunity_delete | |
| label: oro.grid.action.delete | |
| icon: trash | |
| link: delete_link | |
| custom-sales-lead-grid: | |
| extended_entity_name: %orocrm_sales.lead.entity.class% | |
| options: | |
| entityHint: leads | |
| export: true | |
| entity_pagination: true | |
| source: | |
| type: orm | |
| acl_resource: orocrm_sales_lead_view | |
| query: | |
| select: | |
| - l.id | |
| - l.name | |
| - l.firstName | |
| - l.lastName | |
| - l.createdAt | |
| - l.email | |
| - l.phoneNumber | |
| - status.label as statusLabel | |
| - country.name as countryName | |
| - address.postalCode as addressPostalCode | |
| - > | |
| CONCAT( | |
| CASE WHEN address.regionText IS NOT NULL | |
| THEN address.regionText | |
| ELSE region.name | |
| END, '' | |
| ) as regionLabel | |
| - channel.name as channelName | |
| - CONCAT(owner.firstName, CONCAT(' ', owner.lastName)) as ownerName | |
| from: | |
| - { table: %orocrm_sales.lead.entity.class%, alias: l } | |
| join: | |
| left: | |
| - { join: l.status, alias: status } | |
| - { join: l.address, alias: address } | |
| - { join: address.country, alias: country } | |
| - { join: address.region, alias: region } | |
| - { join: l.dataChannel, alias: channel } | |
| - { join: l.owner, alias: owner } | |
| hints: | |
| - { name: HINT_CUSTOM_OUTPUT_WALKER, value: %oro_translation.translation_walker.class%} | |
| columns: | |
| ownerName: | |
| label: orocrm.sales.lead.owner.label | |
| channelName: | |
| label: orocrm.sales.lead.data_channel.label | |
| name: | |
| label: orocrm.sales.lead.name.label | |
| statusLabel: | |
| label: orocrm.sales.lead.status.label | |
| firstName: | |
| label: orocrm.sales.lead.first_name.label | |
| lastName: | |
| label: orocrm.sales.lead.last_name.label | |
| createdAt: | |
| label: oro.ui.created_at | |
| frontend_type: datetime | |
| email: | |
| label: orocrm.sales.lead.email.label | |
| phoneNumber: | |
| label: orocrm.sales.lead.phone_number.label | |
| frontend_type: phone | |
| countryName: | |
| label: orocrm.sales.lead.datagrid.country | |
| regionLabel: | |
| label: orocrm.sales.lead.datagrid.region | |
| addressPostalCode: | |
| label: orocrm.sales.lead.datagrid.postal_code | |
| properties: | |
| id: ~ | |
| view_link: | |
| type: url | |
| route: orocrm_sales_lead_view | |
| params: [ id ] | |
| update_link: | |
| type: url | |
| route: orocrm_sales_lead_update | |
| params: [ id ] | |
| delete_link: | |
| type: url | |
| route: oro_api_delete_lead | |
| params: [ id ] | |
| sorters: | |
| columns: | |
| channelName: | |
| data_name: channelName | |
| name: | |
| data_name: l.name | |
| statusLabel: | |
| data_name: statusLabel | |
| firstName: | |
| data_name: l.firstName | |
| lastName: | |
| data_name: l.lastName | |
| createdAt: | |
| data_name: l.createdAt | |
| email: | |
| data_name: l.email | |
| phoneNumber: | |
| data_name: l.phoneNumber | |
| countryName: | |
| data_name: address.country | |
| regionLabel: | |
| data_name: regionLabel | |
| addressPostalCode: | |
| data_name: addressPostalCode | |
| ownerName: | |
| data_name: ownerName | |
| default: | |
| createdAt: DESC | |
| actions: | |
| view: | |
| type: navigate | |
| acl_resource: orocrm_sales_lead_view | |
| label: oro.grid.action.view | |
| icon: eye-open | |
| link: view_link | |
| rowAction: true | |
| update: | |
| type: navigate | |
| acl_resource: orocrm_sales_lead_update | |
| label: oro.grid.action.update | |
| icon: edit | |
| link: update_link | |
| delete: | |
| type: delete | |
| acl_resource: orocrm_sales_lead_delete | |
| label: oro.grid.action.delete | |
| icon: trash | |
| link: delete_link | |
| filters: | |
| columns: | |
| ownerName: | |
| type: string | |
| data_name: ownerName | |
| name: | |
| type: string | |
| data_name: l.name | |
| channelName: | |
| type: entity | |
| data_name: channel.id | |
| options: | |
| field_options: | |
| class: OroCRMChannelBundle:Channel | |
| property: name | |
| translatable_options: false | |
| statusLabel: | |
| type: entity | |
| data_name: status.name | |
| enabled: false | |
| options: | |
| field_options: | |
| class: OroCRMSalesBundle:LeadStatus | |
| property: label | |
| translatable_options: false | |
| firstName: | |
| type: string | |
| data_name: l.firstName | |
| lastName: | |
| type: string | |
| data_name: l.lastName | |
| email: | |
| type: string | |
| data_name: l.email | |
| phoneNumber: | |
| type: string | |
| data_name: l.phoneNumber | |
| countryName: | |
| type: entity | |
| data_name: address.country | |
| enabled: false | |
| options: | |
| field_options: | |
| class: OroAddressBundle:Country | |
| property: name | |
| query_builder: @orocrm_sales.lead.datagrid_helper->getCountryFilterQueryBuilder | |
| translatable_options: false | |
| regionLabel: | |
| type: string | |
| data_name: regionLabel | |
| enabled: false | |
| addressPostalCode: | |
| type: string | |
| data_name: addressPostalCode | |
| enabled: false | |
| custom-sales-funnel-grid: | |
| extended_entity_name: %orocrm_sales.salesfunnel.entity.class% | |
| options: | |
| entityHint: sales process | |
| entity_pagination: true | |
| source: | |
| type: orm | |
| acl_resource: orocrm_sales_salesfunnel_view | |
| query: | |
| select: | |
| - salesFunnel.id | |
| - salesFunnel.startDate | |
| - lead.name as leadName | |
| - opportunity.name as opportunityName | |
| - opportunity.budgetAmount as opportunityBudget | |
| - opportunity.closeRevenue as opportunityRevenue | |
| - opportunity.probability as opportunityProbability | |
| - step.label as stepLabel | |
| - channel.name as channelName | |
| - CONCAT(owner.firstName, CONCAT(' ', owner.lastName)) as ownerName | |
| from: | |
| - { table: %orocrm_sales.salesfunnel.entity.class%, alias: salesFunnel } | |
| join: | |
| left: | |
| - { join: salesFunnel.workflowStep, alias: step } | |
| - { join: salesFunnel.lead, alias: lead } | |
| - { join: salesFunnel.opportunity, alias: opportunity } | |
| - { join: salesFunnel.dataChannel, alias: channel } | |
| - { join: salesFunnel.owner, alias: owner } | |
| columns: | |
| ownerName: | |
| label: orocrm.sales.salesfunnel.owner.label | |
| id: | |
| label: orocrm.sales.salesfunnel.id.label | |
| channelName: | |
| label: orocrm.sales.salesfunnel.data_channel.label | |
| startDate: | |
| label: orocrm.sales.salesfunnel.start_date.label | |
| frontend_type: date | |
| leadName: | |
| label: orocrm.sales.salesfunnel.lead.label | |
| opportunityName: | |
| label: orocrm.sales.salesfunnel.opportunity.label | |
| opportunityBudget: | |
| label: orocrm.sales.opportunity.budget_amount.label | |
| frontend_type: currency | |
| opportunityRevenue: | |
| label: orocrm.sales.opportunity.close_revenue.label | |
| frontend_type: currency | |
| opportunityProbability: | |
| label: orocrm.sales.opportunity.probability.label | |
| frontend_type: percent | |
| stepLabel: | |
| label: orocrm.sales.salesfunnel.workflow_step.label | |
| properties: | |
| view_link: | |
| type: url | |
| route: orocrm_sales_salesfunnel_view | |
| params: [ id ] | |
| update_link: | |
| type: url | |
| route: orocrm_sales_salesfunnel_update | |
| params: [ id ] | |
| delete_link: | |
| type: url | |
| route: oro_api_delete_salesfunnel | |
| params: [ id ] | |
| sorters: | |
| columns: | |
| id: | |
| data_name: salesFunnel.id | |
| channelName: | |
| data_name: channelName | |
| startDate: | |
| data_name: salesFunnel.startDate | |
| leadName: | |
| data_name: lead.name | |
| opportunityName: | |
| data_name: opportunity.name | |
| opportunityBudget: | |
| data_name: opportunity.budgetAmount | |
| opportunityRevenue: | |
| data_name: opportunity.closeRevenue | |
| opportunityProbability: | |
| data_name: opportunity.probability | |
| stepLabel: | |
| data_name: step.label | |
| ownerName: | |
| data_name: ownerName | |
| default: | |
| startDate: %oro_datagrid.extension.orm_sorter.class%::DIRECTION_DESC | |
| actions: | |
| view: | |
| type: navigate | |
| acl_resource: orocrm_sales_salesfunnel_view | |
| label: oro.grid.action.view | |
| icon: eye-open | |
| link: view_link | |
| rowAction: true | |
| update: | |
| type: navigate | |
| acl_resource: orocrm_sales_salesfunnel_update | |
| label: oro.grid.action.update | |
| icon: edit | |
| link: update_link | |
| delete: | |
| type: delete | |
| acl_resource: orocrm_sales_salesfunnel_delete | |
| label: oro.grid.action.delete | |
| icon: trash | |
| link: delete_link | |
| filters: | |
| columns: | |
| ownerName: | |
| type: string | |
| data_name: ownerName | |
| id: | |
| type: string | |
| data_name: salesFunnel.id | |
| type: number | |
| channelName: | |
| type: entity | |
| data_name: channel.id | |
| options: | |
| field_options: | |
| class: OroCRMChannelBundle:Channel | |
| property: name | |
| translatable_options: false | |
| startDate: | |
| type: date | |
| data_name: salesFunnel.startDate | |
| leadName: | |
| type: string | |
| data_name: lead.name | |
| opportunityName: | |
| type: string | |
| data_name: opportunity.name | |
| opportunityBudget: | |
| type: currency | |
| data_name: opportunity.budgetAmount | |
| opportunityRevenue: | |
| type: currency | |
| data_name: opportunity.closeRevenue | |
| opportunityProbability: | |
| type: percent | |
| data_name: opportunity.probability | |
| stepLabel: | |
| type: entity | |
| data_name: salesFunnel.workflowStep | |
| options: | |
| field_type: oro_workflow_step_select | |
| field_options: | |
| workflow_entity_class: %orocrm_sales.salesfunnel.entity.class% | |
| translatable_options: false |
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