You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Record organizer

A record organize page block is a record list like, light weight container to display modules record with an intuitive drag-and-drop interface for reordering.

Furthermore, a set of these page blocks can be used to define a kan-ban like interface that allows you to move records between different statuses.

Record organizer page block also supports prefiltering with value interpolation

Prefilters

A prefilter is an SQL like string that allows you to filter the resources on the database level before the results are provided.

With prefiltering you are able to determine a more specific set of records that will be shown in the record list, define what records should be included in a chart, and much more.

Prefilters usually support value interpolation, which allows them to be more flexible when working with different resources. For example, you can show only records related to a specific record, show only records owned by the current user. Value interpolation can be invoked by using the JavaScript’s standard template string syntax (${…​}). For example related_contact=${recordID}.

Some resources may not support value interpolation when working with prefilters and will be disclosed in the documentation.

Available interpolation values differ between resources and will be mentioned in the documentation.

When defining prefilters on boolean (check box) fields, keep in mind that the positive value is represented as '1' and negative value is represented as '' or is not defined IS NULL.

For example, when showing inactive contacts, you would write (is_active='' OR is_active IS NULL).

This will be improved upon in later releases.