How to pre set the filter in the action assignment?

Snehal Madakatt
Mega Sage

Hi Devs,

 

I have created new m2m table and i have created one action assignment called "Edit".

Now when i click it I want to show only certain list of records..means preset the filter to show only few records as per my requirement. Below are snaps for reference.

SnehalMadakatt_0-1748095757544.png

Once i click, below window pops up, so i want to show only few records, not all.  So how to implement this?

SnehalMadakatt_1-1748095982780.png

Below is the config details of the action assignment:

SnehalMadakatt_0-1748096199203.pngSnehalMadakatt_1-1748096266305.png

 

 

Regards,

SNehal

 

 

1 ACCEPTED SOLUTION

Snehal Madakatt
Mega Sage

Extension Point has to be used to do this. Below are the steps.

1.Open Extension Point table. Search name contains filter and open below record.

 

SnehalMadakatt_3-1751028566940.png

2.Be in the scope, for wch u hav to create/apply the filter,..The open record and click on the create implementations, then a new record gets auto created in Implementations. Open it.

 

SnehalMadakatt_4-1751028629804.png

3.Open the script include, by clicking on the class(i icon).

SnehalMadakatt_5-1751028693509.png

4.Now update the script include accordingly-to set as per the filter needed.

=====

5.Then use the extensionPointKey u have mentioned in script include in the action assignments's payload

SnehalMadakatt_6-1751028791944.png

SnehalMadakatt_7-1751028907160.png

Refer some existing OOB action assignments to understand it better.

 

Regards, 

Snehal Madakatti

 

 

 

 

 

View solution in original post

1 REPLY 1

Snehal Madakatt
Mega Sage

Extension Point has to be used to do this. Below are the steps.

1.Open Extension Point table. Search name contains filter and open below record.

 

SnehalMadakatt_3-1751028566940.png

2.Be in the scope, for wch u hav to create/apply the filter,..The open record and click on the create implementations, then a new record gets auto created in Implementations. Open it.

 

SnehalMadakatt_4-1751028629804.png

3.Open the script include, by clicking on the class(i icon).

SnehalMadakatt_5-1751028693509.png

4.Now update the script include accordingly-to set as per the filter needed.

=====

5.Then use the extensionPointKey u have mentioned in script include in the action assignments's payload

SnehalMadakatt_6-1751028791944.png

SnehalMadakatt_7-1751028907160.png

Refer some existing OOB action assignments to understand it better.

 

Regards, 

Snehal Madakatti