Entity type property. Selector settings

You can customize the entity selector based on your preferences.

To access the settings of the selector go to CMS/Workflow definition settings -> Properties -> Selector settings

On this tab, you can edit the number of search results and edit the view of the filtering table.

If the number of results is not set, only 6 items will be shown

You can edit the table view of the entity selector by clicking on the 'edit view' button.

In the settings, you can set filters (which means that you can show only certain items), choose columns to display, and set the sorting.

If those settings are empty the filtering table will display only the titles of items.

You can set predetermined filters to show only those items that you need. Let`s look at the example - >

I have a process that sends emails to my customers, and I want to choose those customers that agreed to receive emails. To achieve this I need to set the filters like this ->

Now only customers that agreed to receive emails will show up in the selection.

The number of active filters is also displayed on the 'filtering table' icon.

The customers that have agreed to the emails will also be shown in the dropdown list of the entity selector



You can also use computed filters, this can create a more flexible selection. To enable a computed filter you need to click the 'lightning' icon when adding the filter to enable the computed mode.

Let`s look at the example - we want to browse only those contacts that are members of the organization that we select in our process. First, we need to get the 'property ID' of the organization property in our process.

In our process, this ID is 'company'.

Then we need to go to the settings of the selector of the 'contact' property.

Then we need to create a condition, where the organization of a contact should be the same as the organization that we selected in our process.

As you can see the organization`s entity ID should be the same as the entity ID of the organization in our process that is why the link to the property looks like that - company.entityId.

Now we can choose the organization, in our case, it`s Xpower N.V.

When we click on the 'contact' field only members of Xpower N.V. will be shown.

The "Lock filter settings" toggle is located next to the "edit view" button.

When this toggle is enabled, end users working on the process or CMS or workflow detail page cannot remove the predefined filters. However, they can still add additional filters if needed.