如何在实体视图上修改过滤条件 [英] How to modify the filter criteria on a view of entity

问题描述

我想修改活动实体的视图，打开该视图并尝试搜索编辑过滤条件选项，但该选项在视图表单中不可用。

I want to modify the view of 'Activity' entity, opened the view and try searching for edit filter criteria option and it's not available on view form.

请参见下文

能否帮我建议如何为上面的视图添加过滤条件。或如何以视图形式显示编辑过滤条件选项。

Can you please help to advice me on how I can add filter criteria for this view above. Or how to make it visible the option 'Edit filter criteria' on the form of a view.

任何建议都会受到赞赏。欢迎您提供任何反馈...

Any suggestion will be much appreciated. Welcome for any feedback...

推荐答案

您想要的是不可能实现的。佩德罗的建议是您唯一的选择。创建自己的活动视图，然后可以创建自己的过滤器。您绝对不能创建自己的关联视图。公众视图是您唯一希望创建或修改的视图，在这种情况下，您仍然受到限制。

What you want is impossible to achieve. Pedro's suggestion is your only option. Create your own Activity view, and then you can create your own filters. You definitely cannot create your own Associated Views. Public Views are the only ones you will have a hope of creating or modifying, and in this particular case, you are still restricted.

在整个CRM中分布着很多地方，您将遇到这样的问题，即实体，视图或字段被锁定。这就是从像CRM这样的黑箱平台开始的成本，而黑箱只能提供特定程度的定制。

There are various places spread throughout CRM where you will run into problems like this, where an entity, view, or field is "locked down". This is the cost of starting with platforms like CRM which are a blackbox that only offer customization up to a certain point.

在这种情况下，问题与活动的性质和各种活动类型。实际情况下，实际上没有活动的传统记录类型。 Activity实体实际上是一个指针实体（请注意内部名称 activitypointer）。活动实际上指向其他实体类型（在本例中为活动类型），例如电子邮件活动。 Email实体更像是一个传统实体，您可以对它进行标准查询，但仍然可以锁定。

The problem in this specific case has to do with the nature of activities and the various activity types. Under the hood, there really is not a traditional record type for Activities. The Activity entity is really a "pointer entity" (note the internal name "activitypointer"). Activities really point to other entity types (in this case Activity Types) such as Email activities. The Email entity is more of a traditional entity which you can run standard queries against--but even still that is "locked down".

这一额外的复杂性使得交易这样，活动就很难通过编程实现（例如，查询数据，通过插件/ SQL修改数据等），并且在这种情况下，即使是最基本的自定义操作也变得不可能。

This additional layer of complexity makes dealing with Activities programmatically more difficult (ex. querying the data, modifying the data via a plugin/SQL, etc.) and, in this particular case, makes even the most basic customizations impossible.

这篇关于如何在实体视图上修改过滤条件的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！