How to dynamically set value on a default or user filter on Record Type?

Hi ,

You can start with the below link : (assuming it's 20.3 version)

Thank you,

Yes I can add/remove a user filter, and then use the "Manage my filters" functionalityy to save a default filter value... but i don't see any way to set a default value filter programatically (without using "Manage my filters") of a Recordtype based GridField.

Maybe could you send me a code example if you succeeded to do it ?

Does this help you?

docs.appian.com/.../Create_a_Record_Type.html

Thank you Stefan, but no.

It does not reply to my question, to be abble to dynamically (with code) set a value of a default value filter (of the RecordType), from inside my interface that defines a gridfield based on this RecordType.

Hm ... for a given user filter, you can define a default (Meaning: This option is selected when the user navigates to this UI) which is expressionable.

I am not sure whether I completely understand what you want to achieve.

For example, I've created a Contracts RecordType with default filter "contract_code".

Now I open my Interface (where I've created a GridField based on the RecordType), and then I would like to set a default value for a user filter, something like this :

(but I do not want to manually interact with the RecordType)

a!gridField {
  data: recordType!RR_Contract,
  columns : { ... },
  
  userFilters: {
      recordType!RR_Contracts.filters.contractCode
      recordType!RR_Contracts.filters.contractCode.defaultValue = "00000002"
     
or :

  filter: filter(
      field: "contract_code",
      operator: "=",
      value: "00000002"
  ...
}

For example, I've created a Contracts RecordType with default filter "contract_code".

Now I open my Interface (where I've created a GridField based on the RecordType), and then I would like to set a default value for a user filter, something like this :

(but I do not want to manually interact with the RecordType)

a!gridField {
  data: recordType!RR_Contract,
  columns : { ... },
  
  userFilters: {
      recordType!RR_Contracts.filters.contractCode
      recordType!RR_Contracts.filters.contractCode.defaultValue = "00000002"
     
or :

  filter: filter(
      field: "contract_code",
      operator: "=",
      value: "00000002"
  ...
}

OK. Did you try to set up these filters in the record itself where you can define a default value?

Yes, these filters are already set up in the Recordtype it self.
But this code instruction is not accepted (I've invented it to give you an example of what I need ;-) ) :
recordType!RR_Contracts.filters.contractCode.defaultValue = "00000002"

And how about this ....

Thank you Stefan, but once again... I need to do it programmatically... not from or inside the RecordType Interface.

In your example, you set "Default value" = "One"
but how to do, if I need to put  "Default value" = "Two" without touching the RecordType ?

It's only possible to define the default value for a user filter in the record type - it's not possible to define this on the fly when referencing the user filter in a grid. Granted, the default option in the record type can accept an expression, so you could create some more advanced logic if you'd like.

I also can't quite tell based on the discussion above though: do you need to define a default value for the user filter or just apply a filter to the grid without the user being able to change it? If it's the latter, you can define a filter in the data source using the a!recordData() function like this:

a!gridField(
  label: "Read-only Grid",
  labelPosition: "ABOVE",
  data: a!recordData(
    recordType: 'recordType!{ccd1a746-9707-4f92-b9d7-0d83c6ff7854}Customer',
    filters: a!queryLogicalExpression(
      operator: "AND",
      filters: {
        a!queryFilter(
          field: 'recordType!{ccd1a746-9707-4f92-b9d7-0d83c6ff7854}Customer.fields.{status}status',
          operator: "=",
          value: "Open"
        )
      },
      ignoreFiltersWithEmptyValues: true
    )
  ),
  columns: {...}
)

Thanks a lot Peter, it is exactly what I was looking for.
I'm sure this will help, as my grid has to be dynamically filtered from others sources (like another grid or specific values that can be dynamic)

Can you confirm it still in the same way, till now we cannot give a filter value on the fly, or if it change, how can I achive it?

Still Same. Either use Default Option in recordtype Object or Manipulate data during Query & using custom filter interfaces

eyleenm8832  It is not possible directly, however, I have tried to explain adding custom filters in this blog post