Restriction on Date field for reports in Sage CRM Part-2

By | January 17, 2019

Reports in Sage CRM allows you to filter data in any way you choose. Reporting module can be used to view and measure call turnaround time and understand what is taking longer time to resolve and why. We can create simple summary reports or else we can create graphical reports for Weekly, monthly and quarterly management meetings.

As you know, while creating report we can add Date field in search criteria. In our previous blog, we have explained how we can restrict user to fetch only one month data using “Between” option available. Below is the link for the same.

Related PostRestriction on Date field for reports in Sage CRM

As explained in above blog link, we are restricting user to fetch only one month data. Therefore the other options available for Date Field search are of no use, so we have to remove them. To do the same follow below steps.

1. Write the below code in the JavaScript file created under below path:
Program Files (x86)\Sage\CRM\Instance_Name\WWWRoot\js\custom

Note: (In below code, we are assuming that the Date field name is “case_createddate”)

crm.ready(function()
{
var sReportName=””;
$(“a.TOPBC”).each(function(){

sReportName=new String($(this).text());
if(sReportName==”” || sReportName==”null” || sReportName==”undefined”)sReportName=””;
})

if(sReportName==”Your Report Name”)
{
$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’IsEmpty’]”).closest(‘tr’).hide()
$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’Relative’]”).closest(‘tr’).hide()
$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’Operators’]”).closest(‘tr’).hide()
$(“input[type=radio][name=’DateTimeModescase_createddate’][value=’ForAny’]”).closest(‘tr’).hide()
}
});

After applying above code, you can see that the options except “Between” has been removed from the screen. Please refer below screenshot for the same.

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