Filter Leads by Last Name only

Hello

I've modified the SugarObject Template for Person to not include a first_name field since we only require the last_name field, but now the search for this module is broken

I get the following error whenever I try to search for something

I've already tried modifying the default filter by creating a custom/Extension/modules/Leads/Ext/clients/base/filters/default/default.php with the following

but it didn't work

Does anybody know how to modify the default filter to not include the first_name?

0 Hatim Alam over 5 years ago

Hi David Angulo,
Would you please share your standard default.php file modules/<module_name>/clients/base/filters/default/default.php
Also, please share the .ext.php file if exists:
custom/modules/<custom_module>/Ext/clients/base/filters/default/default.ext.php
We can verify if the field "first_name" still exists in the quicksearch_field array or it has been removed completely.
Note: It is not advisable to modify any files in the standard path, how have you modified the Person template and removed "first_name" from the quicksearch filter. Please let us know.
Regards.
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0 David Angulo over 5 years ago in reply to Hatim Alam

Hi, hats
custom/Extension/modules/Leads/Ext/clients/base/filters/default/default.php
<?php

$viewdefs['Leads']['base']['filter']['default']['quicksearch_field'] = ['last_name'];
$viewdefs['Leads']['base']['filter']['default']['quicksearch_priority'] = 99;
modules/Leads/clients/base/filters/default/default.php
<?php
$viewdefs['Leads']['base']['filter']['default'] = [
'default_filter' => 'all_records',
'fields' => [
'last_name' => [],
'account_name' => [],
'lead_source' => [],
'do_not_call' => [],
'phone' => [
'dbFields' => [
'phone_mobile',
'phone_work',
'phone_other',
'phone_fax',
'phone_home',
],
'type' => 'phone',
'vname' => 'LBL_PHONE',
],
'assistant' => [],
'website' => [],
'address_street' => [
'dbFields' => [
'primary_address_street',
'alt_address_street',
],
'vname' => 'LBL_STREET',
'type' => 'text',
],
'address_city' => [
'dbFields' => [
'primary_address_city',
'alt_address_city',
],
'vname' => 'LBL_CITY',
'type' => 'text',
],
'address_state' => [
'dbFields' => [
'primary_address_state',
'alt_address_state',
],
'vname' => 'LBL_STATE',
'type' => 'text',
],
'address_postalcode' => [
'dbFields' => [
'primary_address_postalcode',
'alt_address_postalcode',
],
'vname' => 'LBL_POSTAL_CODE',
'type' => 'text',
],
'address_country' => [
'dbFields' => [
'primary_address_country',
'alt_address_country',
],
'vname' => 'LBL_COUNTRY',
'type' => 'text',
],
'status' => [],
'date_entered' => [],
'date_modified' => [],
'tag' => [],
'assigned_user_name' => [],
'$owner' => [
'predefined_filter' => true,
'vname' => 'LBL_CURRENT_USER_FILTER',
],
'$favorite' => [
'predefined_filter' => true,
'vname' => 'LBL_FAVORITES_FILTER',
],
],
];
And the way I modified the person object was creating a file in
custom/include/SugarObjects/templates/person/vardefs.php
with the same contents as the original but I removed the first_name field
<?php
/*
* Your installation or use of this SugarCRM file is subject to the applicable
* terms available at
* http://support.sugarcrm.com/Resources/Master_Subscription_Agreements/.
* If you do not agree to all of the applicable terms or do not have the
* authority to bind the entity as an authorized representative, then do not
* install or use this SugarCRM file.
*
* Copyright (C) SugarCRM Inc. All rights reserved.
*/
$vardefs = [
'fields' => [
'salutation' => [
'name' => 'salutation',
'vname' => 'LBL_SALUTATION',
'type' => 'enum',
'options' => 'salutation_dom',
'massupdate' => false,
'len' => '255',
'duplicate_on_record_copy' => 'always',
'comment' => 'Contact salutation (e.g., Mr, Ms)',
'audited' => true,
'pii' => true,
],
'last_name' => [
'name' => 'last_name',
'vname' => 'LBL_LAST_NAME',
'type' => 'varchar',
'len' => '100',
'unified_search' => true,
'duplicate_on_record_copy' => 'always',
'full_text_search' => [
'enabled' => true,
'searchable' => true,
'boost' => 1.79,
],
'comment' => 'Last name of the contact',
'merge_filter' => 'selected',
'required' => true,
'importable' => 'required',
'audited' => true,
'pii' => true,
],
'name' => [
'name' => 'name',
'vname' => 'LBL_NAME',
'type' => 'fullname',
'fields' => ['last_name', 'salutation', 'title'],
'sort_on' => 'last_name',
'source' => 'non-db',
'group' => 'last_name',
'db_concat_fields' => [1 => 'last_name'],
'importable' => 'false',
'duplicate_on_record_copy' => 'always',
],
'full_name' => [
'name' => 'full_name',
'vname' => 'LBL_NAME',
'type' => 'fullname',
'fields' => ['last_name', 'salutation', 'title'],
'sort_on' => 'last_name',
'source' => 'non-db',
'group' => 'last_name',
'db_concat_fields' => [1 => 'last_name'],
'studio' => ['listview' => false],
'duplicate_on_record_copy' => 'always',
],
'title' => [
'name' => 'title',
'vname' => 'LBL_TITLE',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The title of the contact',
'audited' => true,
'pii' => true,
],
'facebook' => [
'name' => 'facebook',
'vname' => 'LBL_FACEBOOK',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The facebook name of the user',
'audited' => true,
'pii' => true,
],
'twitter' => [
'name' => 'twitter',
'vname' => 'LBL_TWITTER',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The twitter name of the user',
'audited' => true,
'pii' => true,
],
'googleplus' => [
'name' => 'googleplus',
'vname' => 'LBL_GOOGLEPLUS',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The google plus id of the user',
'audited' => true,
'pii' => true,
],
'department' => [
'name' => 'department',
'vname' => 'LBL_DEPARTMENT',
'type' => 'varchar',
'len' => '255',
'duplicate_on_record_copy' => 'always',
'comment' => 'The department of the contact',
'merge_filter' => 'enabled',
],
'do_not_call' => [
'name' => 'do_not_call',
'vname' => 'LBL_DO_NOT_CALL',
'type' => 'bool',
'default' => '0',
'audited' => true,
'duplicate_on_record_copy' => 'always',
'comment' => 'An indicator of whether contact can be called'
],
'phone_home' => [
'name' => 'phone_home',
'vname' => 'LBL_HOME_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'duplicate_on_record_copy' => 'always',
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.97],
'comment' => 'Home phone number of the contact',
'merge_filter' => 'enabled',
'audited' => true,
'pii' => true,
],
'phone_mobile' => [
'name' => 'phone_mobile',
'vname' => 'LBL_MOBILE_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.96],
'comment' => 'Mobile phone number of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'phone_work' => [
'name' => 'phone_work',
'vname' => 'LBL_OFFICE_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'audited' => true,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.95],
'comment' => 'Work phone number of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'phone_other' => [
'name' => 'phone_other',
'vname' => 'LBL_OTHER_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.94],
'comment' => 'Other phone number for the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'phone_fax' => [
'name' => 'phone_fax',
'vname' => 'LBL_FAX_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.93],
'comment' => 'Contact fax number',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_street' => [
'name' => 'primary_address_street',
'vname' => 'LBL_PRIMARY_ADDRESS_STREET',
'type' => 'text',
'dbType' => 'varchar',
'len' => '150',
'comment' => 'The street address used for primary address',
'group' => 'primary_address',
'group_label' => 'LBL_PRIMARY_ADDRESS',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'full_text_search' => [
'enabled' => true,
'searchable' => true,
'boost' => 0.29,
],
'audited' => true,
'pii' => true,
],
'primary_address_street_2' => [
'name' => 'primary_address_street_2',
'vname' => 'LBL_PRIMARY_ADDRESS_STREET_2',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_street_3' => [
'name' => 'primary_address_street_3',
'vname' => 'LBL_PRIMARY_ADDRESS_STREET_3',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_city' => [
'name' => 'primary_address_city',
'vname' => 'LBL_PRIMARY_ADDRESS_CITY',
'type' => 'varchar',
'len' => '100',
'group' => 'primary_address',
'comment' => 'City for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_state' => [
'name' => 'primary_address_state',
'vname' => 'LBL_PRIMARY_ADDRESS_STATE',
'type' => 'varchar',
'len' => '100',
'group' => 'primary_address',
'comment' => 'State for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_postalcode' => [
'name' => 'primary_address_postalcode',
'vname' => 'LBL_PRIMARY_ADDRESS_POSTALCODE',
'type' => 'varchar',
'len' => '20',
'group' => 'primary_address',
'comment' => 'Postal code for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_country' => [
'name' => 'primary_address_country',
'vname' => 'LBL_PRIMARY_ADDRESS_COUNTRY',
'type' => 'varchar',
'group' => 'primary_address',
'comment' => 'Country for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_street' => [
'name' => 'alt_address_street',
'vname' => 'LBL_ALT_ADDRESS_STREET',
'type' => 'text',
'dbType' => 'varchar',
'len' => '150',
'group' => 'alt_address',
'group_label' => 'LBL_ALT_ADDRESS',
'comment' => 'Street address for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'full_text_search' => [
'enabled' => true,
'searchable' => true,
'boost' => 0.28,
],
'audited' => true,
'pii' => true,
],
'alt_address_street_2' => [
'name' => 'alt_address_street_2',
'vname' => 'LBL_ALT_ADDRESS_STREET_2',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_street_3' => [
'name' => 'alt_address_street_3',
'vname' => 'LBL_ALT_ADDRESS_STREET_3',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_city' => [
'name' => 'alt_address_city',
'vname' => 'LBL_ALT_ADDRESS_CITY',
'type' => 'varchar',
'len' => '100',
'group' => 'alt_address',
'comment' => 'City for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_state' => [
'name' => 'alt_address_state',
'vname' => 'LBL_ALT_ADDRESS_STATE',
'type' => 'varchar',
'len' => '100',
'group' => 'alt_address',
'comment' => 'State for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_postalcode' => [
'name' => 'alt_address_postalcode',
'vname' => 'LBL_ALT_ADDRESS_POSTALCODE',
'type' => 'varchar',
'len' => '20',
'group' => 'alt_address',
'comment' => 'Postal code for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_country' => [
'name' => 'alt_address_country',
'vname' => 'LBL_ALT_ADDRESS_COUNTRY',
'type' => 'varchar',
'group' => 'alt_address',
'comment' => 'Country for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'assistant' => [
'name' => 'assistant',
'vname' => 'LBL_ASSISTANT',
'type' => 'varchar',
'len' => '75',
'unified_search' => true,
'comment' => 'Name of the assistant of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'assistant_phone' => [
'name' => 'assistant_phone',
'vname' => 'LBL_ASSISTANT_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'group' => 'assistant',
'unified_search' => true,
'comment' => 'Phone number of the assistant of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'picture' => [
'name' => 'picture',
'vname' => 'LBL_PICTURE_FILE',
'type' => 'image',
'dbtype' => 'varchar',
'massupdate' => false,
'reportable' => false,
'comment' => 'Avatar',
'len' => '255',
'width' => '42',
'height' => '42',
'border' => '',
'duplicate_on_record_copy' => 'always',
],
],
'name_format_map' => [
'l' => 'last_name',
's' => 'salutation',
't' => 'title',
],
'uses' => [
'email_address',
'taggable',
],
'relationships' => [],
'indices' => [
[
'name' => 'idx_' . strtolower($module) . '_last_first',
'type' => 'index',
'fields' => ['last_name', 'deleted'],
],
[
'name' => 'idx_' . strtolower($module) . '_first_last',
'type' => 'index',
'fields' => ['last_name', 'deleted'],
],
],
'duplicate_check' => [
'enabled' => true,
'FilterDuplicateCheck' => [
'filter_template' => [
['$and' => [
['last_name' => ['$starts' => '$last_name']],
]],
],
'ranking_fields' => [
['in_field_name' => 'last_name', 'dupe_field_name' => 'last_name'],
]
],
],
];
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0 Hatim Alam over 5 years ago in reply to David Angulo

Hi David,
Thanks for the files.
What I have understood from your question is that you want to remove first_name field from the quicksearch bar on the Leads module list view. For that, you do not need to update vardefs.php filter_template array.
We can do it in the way you have done - custom/Extension/modules/Leads/Ext/clients/base/filters/defualt/default.php.
I did it in my local instance and I can only see last name field now in quicksearch bar.
<?php
$viewdefs['Leads']['base']['filter']['default']['quicksearch_field'] = ['last_name'];
//give priority > 0
$viewdefs['Leads']['base']['filter']['default']['quicksearch_priority'] = 2;
?>
Please try clear your browser cache and also execute Admin->Repair->Clear Additional Cache and let us know if this works. If your question is something different, then please let us know.
Regards.
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0 David Angulo over 5 years ago in reply to Hatim Alam

Hi, hats
Thank you for your reply, I've done as you say but it didn't work, even though the filter only shows the last name it is still trying to search by first name
This is the filter (apellidos = last name) but when I type something in the same error pops out
I've inspected the request sent out by the browser and I got the following
rest/v11_2/Leads?erased_fields=true&view=list&fields=converted,following,my_favorite&max_num=20&filter[0][$or][0][first_name][$starts]=d&filter[0][$or][1][last_name][$starts]=Search
Do you know where I can modify the request that is used to filter the records?
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0 David Angulo over 5 years ago in reply to Hatim Alam

At the end I solved it by overriding the default person's filter
Placed the following in custom/include/SugarObjects/templates/person/clients/base/filters/default/default.php
<?php

$module_name = '<module_name>';
$viewdefs[$module_name]['base']['filter']['default'] = [
'default_filter' => 'all_records',
'fields' => [
'last_name' => [],
'address_city' => [
'dbFields' => [
'primary_address_city',
'alt_address_city',
],
'vname' => 'LBL_CITY',
'type' => 'text',
],
'created_by_name' => [],
'do_not_call' => [],
'email' => [],
'tag' => [],
'$owner' => [
'predefined_filter' => true,
'vname' => 'LBL_CURRENT_USER_FILTER',
],
'$favorite' => [
'predefined_filter' => true,
'vname' => 'LBL_FAVORITES_FILTER',
],
],
];
And the following in custom/include/SugarObjects/templates/person/clients/base/filters/person/person.php

<?php

$viewdefs['<module_name>']['base']['filter']['person'] = [
'quicksearch_field' => [
[
'last_name',
],
],
'quicksearch_priority' => 2,
];
Run a quick repair and clear additonal cache, then it should be working as expected
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