Filter Deployer

Allow users to quickly and easily share filters to other users. Admin users can create templates of filters from multiple users to deploy to users, teams, or roles.

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#4564 - Is there a way to tell which filters have been deployed to which users?

Open General Question created by Westcoat Verified Purchase 3 years ago

We would like to see who is developing filters, sharing them with other users, and who those users are. Is this possible with Filter Deployer? Thanks! VO

Jackal Software Provider Affiliate
3 years ago

Hello Vince,

I hope all is well with you. Are you talking about Filters shared by using the little '+' icon on the filter itself. Meaning more user shares rather than Admin pushed?

Based on your question I am guessing this is the case. There isn't a direct way for Filter Deployer to show this information because we do not store any separate records when the Filters are shared. However, I believe there is a way to get the information. The information you are looking for is on the filters table.

In particular with the fields [id, created_by, description] we can derive the information you want. Do you have access to the database either being self hosted or via Advanced Reports (Meaning you are on Sell or Enterprise?)

If so let me know if you'd like some help writing the query to get the information you'd like. Thanks a lot and take care.

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- Westcoat Verified Purchase
  3 years ago
  
  Thanks for the quick response :) Yes, you are correct in what I'm looking for. I am an admin on a SugarCRM Cloud Ent 11.0 instance. If you could help with a query and how to use it...I'm not well versed in Advanced Reporting...that would be much appreciated. VO
  
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- Jackal Software Provider Affiliate
  3 years ago
  
  No problem Vince,
  
  You can access Advanced Reports by going to Reports->Advanced Reports->View Custom Queries.
  
  Or navigate to /#bwc/index.php?module=CustomQueries&action=index&return_module=CustomQueries&return_action=DetailView
  
  As you've probably seen before just replace with the URL of your instance ie https://instance.sugarondemand.com/
  
  Create a query and paste the below query in the Query Field. This should give you a list of the filters shared. I added the creator, who it was shared with, the filter name, and date.
  
  SELECT f.name AS 'filter_name' , f.module_name as 'filter_module' , CONCAT(u1.first_name, ' ', u1.last_name) AS 'filter_creator' , CONCAT(u2.first_name, ' ', u2.last_name) AS 'filter_owner' , fo.description AS 'original_filter_id' , fo.date_entered AS 'filter_create_date' FROM filters f JOIN users u1 ON f.created_by = u1.id AND u1.deleted = 0 AND f.deleted = 0 JOIN filters fo ON fo.description = f.id JOIN users u2 ON fo.created_by = u2.id ORDER BY fo.description, fo.date_entered ASC
  
  I hope this helps and thanks a lot.
  
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Westcoat Verified Purchase
3 years ago

It DEFINITELY helps, so thanks! I was able to create the Custom Query, run it, add / deploy a filter, run it and see the new filter in the data, delete the filter, rerun the custom query, and see the data gone. So thank you so much! VO

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Westcoat Verified Purchase
3 years ago

One follow-up. Is there a way for an administrator to delete any of the filters that users have created without logging into each user and doing it from there?

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- Jackal Software Provider Affiliate
  3 years ago
  
  Hello Vince,
  
  You can actually navigate to the Filters module and delete filters. If you go to your instance and set the module to Filters in the URL (see below) you can sort and mass delete filters there. Sugar does not have any navigation to get to this module directly or to adjust the layout without code. http://docker.local/sugar/#Filters vs http://docker.local/sugar/#Accounts
  
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Westcoat Verified Purchase
3 years ago

OMG...That is so great and helpful! Thank you!!

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