Lead list filter
Configure lead list filters through JSON.
How to (for web app)
- Log in to Vymo web app.
- Go to Module Settings.
- Select a module for which you want configure or edit lead list.
- Navigate voListDashboardMappings > expand
voListDashboardMappings
>columnMappings
. -
Set appropriate values for the given keys to configure lead list columns and filters.
{ "type": "vo-system-column", "disabled": false, "order": null, "title": "Regions", "visible": false, "sortable": true, "group": "1", "export": false, "columnType": "region", "field": "regions", "queryField": null, "filter": true }
-
Click Save. You see a message that the changes are now saved as a draft.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
- Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
- To see the changes, log out and log in again.
Configure through Global Settings (Alternative way)
- Log in to Vymo web app.
- Go to Global Settings > Custom Configuration >
additionalconfigs
. - Expand
additionalconfigs
>dashboard_configs
>leads
>columns
. If you don't find these attributes under dashboard configs then create them -
Collapse each object of the list to access further keys. If you don't find any keys then add the following attributes.
- The
disabled
key determines the enabling and disabling of the field. Set it totrue
to disable it andfalse
to enable it. - The
title
key determines the field on lead list filter. - The
filter
key determines the visibility of the field on the filter panel. Set thefilter
key totrue
under each object to enable the field on filter panel. To disable, set it tofalse
. - The
visible
key determines the visibility of the field on the columns of lead list page and not the lead list filter panel. Set the value ofvisible
key totrue
orfalse
based on your requirements.
{ "disabled": false, "title": "Regions", "visible": false, "sortable": true, "group": "1", "export": false, "type": "region", "field": "regions", "filter": true }
- The
-
Click Save. You see a message that the changes are now saved as a draft.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
- Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
- To see the changes, log out and log in again.
Results (for web app)
- Log in to Vymo web app
- Go to Leads > Leads List.
- Check if the column changes appear on the lead list page.
- Click the filter button located on the top right to check the changes made.
How to (for mobile app)
- Log in to Vymo web app.
- Go to Global Settings > Custom Configuration >
additionalconfigs
. - Expand
additionalconfigs
>leads_list_filters_v2
. - If you don't find
leads_list_filtersv2
, add it. - Add objects under
leads_list_filtersv2
key. -
For each object, add the following parameters. If the following parameters already exist, set their values according to your requirements.
- The
code
key is unique identifier to the filter. - The
hint
key determines the field name on filter. - The
queryExprKey
key used for query purpose.
{ "type": "text", "code": "name", "hint": "Lead Name", "queryExprKey": "inputs_map.name", "data_type": "text" }
- The
-
Click Save. You see a message that the changes are now saved as a draft.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
- Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
- To see the changes, log out and log in again.
Results (for mobile app)
- Log in to Vymo mobile app
- Go to leads card.
- Click the filter icon located on top right to see the results.
Note
If you cannot locate JSON objects under additionalconfigs
, create them.