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Filter Grid by Date

Last post 05-25-2015 12:26 PM by Method_Audisho. 9 replies.
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  • 04-01-2015 3:37 PM

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Filter Grid by Date

    I created a screen similar to the field service work order screen. It has a date object at the top and a grid of work orders. Today it stopped working with the error "The view filter expression could not be parsed" Error Reference 6349-9270-0067. The issue is the View filter relating to the date. I have it set to filter the DueDate Start field is less than or equal to the date on the screen. If I remove that filter the screen does not show an error.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 04-02-2015 8:34 AM In reply to

    Re: Filter Grid by Date

    Hi Matt,

    I added the filter you described to the activity list screen, but can’t reproduce the error. Here is what I’ve added:

     

    Is there anything that I’m missing? If you email me the company account name and app info, I’m happy to sign in and take a look.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 04-02-2015 8:38 AM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Re: Filter Grid by Date

    Hey Audisho,

    The only thing I can see that looks different is the date picker I have on the screen is formatted to only show the date, not the time as well. Let me know if it is still working for you if you try that and I can send you the account info.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 04-02-2015 9:40 AM In reply to

    Re: Filter Grid by Date

    Hi Matt,

    I made this change, but still can’t reproduce the error.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 04-02-2015 11:15 AM In reply to

    Re: Filter Grid by Date

    Hi Matt,

    I was able to reproduce this error by setting corresponding view as the default view (can’t believe I missed this, D’oh!). I’ll create a ticket and post all updates here. For now, you can still use the view, but not as the default. I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 04-08-2015 11:51 AM In reply to

    Re: Filter Grid by Date

    Answer

    Hi Matt,

    This issue should be resolved. Try this again and let me know if you’re still running in to any issues.

    One thing that I noticed on my end is that the grid is not being populated when the screen loads using this filter. I have to select refresh on the grid for it to be populated. I’m unsure if this is just an error with my configuration. Let me know if you see the same and I will create a ticket.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 04-08-2015 12:20 PM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Re: Filter Grid by Date

    Hi Audisho,

    The screen does load without error now.

    I am having the same results as you that the grid does not load right away. Its worth checking to see if it should be doing that, but its not a big problem as i can put a refresh grid action on the screen load and still get the desired results.

    On a related note I noticed the date picker object which is set to be the current date by default. When I click on a work order, go to the edit work order screen and come back to the work order list the date gets changed back to today's date even if I changed it to something else. When I go to the edit work order screen I have the option selected to leave the work order list screen in the currently open list. I would understand the date resetting if I closed the screen and then opend it again, but that's not the case.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 04-08-2015 12:45 PM In reply to

    Re: Filter Grid by Date

    Answer

    Hi Matt,

    I believe the default filter should populate your grid with records without the need to add this action to the screen’s Load actions. I’ll create a ticket and post back here with any updates.

    I believe the reason your date picker is being reset is due to your Back or Save & Back button’s Go To Screen action set to “Force screen refresh after navigation”. You might try unchecking this option and instead adding a Refresh Grid action to the list screen’s Focus actions. This way your grid will still refresh when you navigate back to the screen.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 04-08-2015 4:15 PM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 877

    Re: Filter Grid by Date

    Thanks Audisho,

    I think you are correct about the force screen refresh. The refresh grid on focus should take care it.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 05-25-2015 12:26 PM In reply to

    Re: Filter Grid by Date

    Answer

    Hi Matt,

    I’m just posting back to let you know that the issue with the grid not populating on load when filtering by a date picker has been resolved. You no longer need to include a refresh grid action in your on screen load event for this to work correctly.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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