In a Canvas view, can a field displaying a list of related records be filtered using a Deluge script? Please read to understand more...
I have a request from my users of Zoho CRM.
The situation
We
have created Canvas views for our modules to make navigation easier.
One of the canvas views is for a custom Groups module. We have clients
(Contact records) that belong to groups. Those groups are managed by an employee
facilitator. When a group member leaves a group we change the member's
status to indicate they are no longer participating. We don't remove
them from the group because we want to have a history of group
participation, therefore the status field indicates this.
The problem
When
our facilitators view their group details the list of members (related Contact records) they see all members regardless of their status. The facilitators want the list filtered so they only see the active
members in the Canvas view. To add to the complication, our admin staff
wants to see both active and former members but would like a way to
filter the view dynamically so they can choose to see members based on status, or all members.
Our CRM module configuration
The
modules involved are, Groups, Contacts, and a linking module,
Groups/Contacts. The Groups module has a field called "members" that links
to a field in the Contacts module called "memberships" (Contacts can belong to more than one group. this allows the contact detail record to show all the groups they may belong to).
The
Canvas view for Groups displays the group's members in the group detail
view (i.e. we click on a group in the list view then see the group
members in the group detail view). The members field was just dropped
onto the Canvas view and formatted. The Canvas view does everything
necessary to display the contacts assigned to the group but we can't see a way to filter what is visible.
The question
I've
looked at the Canvas options for the members field and can't figure out
a way to filter what it displays. It appears it can't be done without
writing a client script - which is not a problem. I've written dozens of Deluge scripts though I've never written
client scripts. So, the question is, is it possible to write a client
script that can filter the display of group member field?
If so, please direct me to a resource that might show how to do something like this.
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Topic Participants
Kurt
Hugh Marshall
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