In \u200bSugarCRM or SuiteCRM\u200b each user can create, on each module, some saved search filters to be reused many times in the ListView, moreover the system “remember” the last search done in a particolar module.<\/p>\n\n\n\n
Very often, however, customers request some predefined search filters to be defined for all users, or users of a given role, to find them ready in the modules they work on most frequently, or that some module “always starts” with a specific pre-set search.<\/p>\n\n\n\n
The key is to use the “after_login” event of the Users module<\/strong>, creating or extending the custom\/modules\/Users\/logic_hooks.php<\/strong> file:<\/p>\n\n\n\n If the file already exists we should only add the logic hook that interests us, without eliminating those already present.<\/p>\n\n\n\n At this point we can create the custom\/modules\/Users\/DefaultSearches.php<\/strong> file which will contain all the logic to create our default saved search filters and preset searches for all users.<\/p>\n\n\n\n In this file I have inserted two generic methods that are createdSavedSearch($strModule, $strName, $arySearchQuery)<\/strong>, which is responsible for creating a saved search named $strName<\/strong>, on the module $strModule<\/strong> with the search query $arySearchQuery<\/strong> (here we have to specify how we will compile the search filter form, in which all the fields we want to filter on should be present), and createStoreQuery($strModule, $arySearchQuery)<\/strong>, which instead creates the $arySearchQuery<\/strong> search filter preset for the $strModule<\/strong> module.<\/p>\n\n\n\n \u200bIn the addSavedSearch(&$bean, $event, $arguments)<\/strong> method, you can see some examples of using these methods.<\/p>\n\n\n\n Hope you find this blog post helpful.<\/p>\n\n\n\n Feel free to add comments and queries, that helps us to improve the quality of posts.<\/p>\n\n\n\n<?php\n$hook_version = 1; \n$hook_array = Array(); \n$hook_array['after_login'] = Array(); \n$hook_array['after_login'][] = Array(1, 'Pre-saved searches',\n 'custom\/modules\/Users\/DefaultSearches.php', 'DefaultSearches', 'addSavedSearch');<\/code><\/pre>\n\n\n\n<?php\n\/\/ Manage pre-saved searches (SavedSearch and StoreQuery) for the current user\n\nrequire_once('modules\/SavedSearch\/SavedSearch.php');\nrequire_once('modules\/MySettings\/StoreQuery.php');\n\nclass DefaultSearches {\n\n \/**\n * Creation of SavedSearch and StoreQuery for the current user\n * \n * @param object $bean\n * @param object $event\n * @param array $arguments\n *\/\n function addSavedSearch(&$bean, $event, $arguments) {\n global $current_user;\n\n \/\/ Create and save the query filter for the Prospect customers (Accounts) assigned to the current user\n $this->createSavedSearch('Accounts', 'Prospects', array('searchFormTab' => 'advanced_search',\n 'query' => true, 'account_type_advanced' => 'Prospect', 'assigned_user_id_advanced' =>\n $current_user->id, 'search_module' => 'Accounts', 'saved_search_action' => 'save',\n 'advanced' => true, 'orderBy' => 'NAME', 'sortOrder' => 'ASC'));\n\n \/\/ Create and save the query filter for the not started tasks (Tasks) assigned to the current user\n $this->createSavedSearch('Tasks', 'Not Started Tasks', array('searchFormTab' => 'advanced_search',\n 'query' => true, 'status' => 'Not Started', 'assigned_user_id_advanced' => $current_user->id,\n 'search_module' => 'Tasks', 'saved_search_action' => 'save', 'advanced' => true));\n\n \/\/ Create and save the preset query for the filter on the meetings (Meetings)\n $this->createStoreQuery('Meetings', array('searchFormTab' => 'advanced_search', 'query' => true,\n 'status_advanced' => 'Planned', 'assigned_user_id_advanced' => $current_user->id,\n 'module' => 'Meetings', 'action' => 'index', 'orderBy' => 'DATE_START', 'sortOrder' => 'ASC'));\n }\n\n \/**\n * Creation of SavedSearch for the current user\n * \n * @param string $strModule The module on which to create the SavedSearch\n * @param string $strName The name of the SavedSearch\n * @param array $arySearchQuery The search to be saved\n *\/\n private function createSavedSearch($strModule, $strName, $arySearchQuery) {\n global $current_user, $db;\n\n $beanSavedSearch = new SavedSearch('');\n $beanSavedSearch->name = $strName;\n $beanSavedSearch->search_module = $strModule;\n $beanSavedSearch->contents = base64_encode(serialize($arySearchQuery));\n $beanSavedSearch->assigned_user_id = $current_user->id;\n $strQuery = 'SELECT id FROM saved_search WHERE deleted = \"0\" AND assigned_user_id = \"'\n . $current_user->id . '\"' . ' AND search_module = \"' . $strModule . '\" AND name = \"' . $strName . '\"';\n $rst = $db->query($strQuery);\n if ($row = $db->fetchByAssoc($rst)) {\n $beanSavedSearch->id = $row['id'];\n $strId = $beanSavedSearch->save();\n $GLOBALS['log']->debug('SavedSearch ' . $strName . ' for module ' . $strModule . ' updated for user '\n . $current_user->name . ' [' . $current_user->id . ']: ' . $row['id']);\n }\n else {\n $beanSavedSearch->new_schema = true;\n $strId = $beanSavedSearch->save();\n $GLOBALS['log']->debug('SavedSearch ' . $strName . ' for module ' . $strModule . ' created for user '\n . $current_user->name . ' [' . $current_user->id . ']: ' . $strId);\n }\n }\n\n \/**\n * Creation of StoreQueryfor the current user\n * \n * @param string $strModule The module on which to create the StoreQuery\n * @param array $arySearchQuery The search to be saved\n *\/\n private function createStoreQuery($strModule, $arySearchQuery) {\n global $current_user, $db;\n\n $beanStoreQuery = new StoreQuery();\n $beanStoreQuery->query = $arySearchQuery;\n $beanStoreQuery->SaveQuery($strModule);\n }\n\n}\n?><\/code><\/pre>\n\n\n\n