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Lead list filter

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Configuring lead list filters in Vymo allows users to customize and streamline the display of lead information based on specific criteria. This ensures efficient management and organization of leads according to individual preferences. Below are two methods for configuring lead list filters: through the web app and global setting

How to (for web app)

  1. Access the Vymo web application using your credentials.
  2. Go to the JSON configurations under the Module Settings section
  3. Navigate to voListDashboardMappings > columnMappings and set appropriate values for the given keys to configure lead list columns and filters.
  4. Navigate voListDashboardMappings > expand voListDashboardMappings > columnMappings.

  5. save and release the changess.

    {
  "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
}

Configure through Global Settings (Alternative way)

  1. Log in to the Vymo web application using your credentials.
  2. Go to Global Settings > JSON Configurations.
  3. dashboard_configs > leads > columns. If not found, create these attributes.

  4. 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 to true to disable it and false 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 the filter key to true under each object to enable the field on filter panel. To disable, set it to false.
    • 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 of visible key to true or false based on your requirements.
    {
  "disabled": false,
  "title": "Regions",
  "visible": false,
  "sortable": true,
 "group": "1",
 "export": false,
 "type": "region",
 "field": "regions",
"filter": true
}

  5. Click Save, and release the changes.

Note

If you cannot locate JSON objects under additionalconfigs, create them.

By following these methods, users can efficiently configure lead list filters according to their requirements, enhancing the visibility and accessibility of lead data within Vymo.

Results (for web app)

  1. Access the Vymo web application using your credentials.
  2. Go to Leads > Leads List.
  3. Verify if the column changes made during configuration appear on the lead list page.
  4. Click the filter button located on the top right corner of the page.
  5. Ensure that the changes made to the filters are reflected correctly.

lead list

How to (for mobile app)

  1. Log in to Vymo web app and navigate to self serve.
  2. Go to Global Settings > JSON Configurations > additionalconfigs.
  3. Expand additionalconfigs > leads_list_filters_v2.
  4. If you don't find leads_list_filtersv2, add it.
  5. Add objects under leads_list_filtersv2 key.

  6. 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"
}

  7. Click Save. You see a message that the changes are now saved as a draft.

  8. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  9. 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.
  10. 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.
  11. To see the changes, log out and log in again.

Results (for mobile app)

  1. Log in to Vymo mobile app
  2. Go to leads card.
  3. Click the filter icon located on top right to see the results.

Lead list filter for mobile

Note

If you cannot locate JSON objects under additionalconfigs, create them.

See also

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