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Customizable filters #31

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thepaulfox opened this issue May 7, 2024 · 0 comments
Open

Customizable filters #31

thepaulfox opened this issue May 7, 2024 · 0 comments
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@thepaulfox
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User Story or Short Description

As a marketing calendar admin, I want to customize the filterable fields so that I can create filters based on the fields that our companies use.

Definition of Done

Conditions that must be satisfied for this enhancement to be considered complete.

  1. A fieldset is added to the package so the user can control the filter fields
  2. The fieldset contains parent campaign and campaign type fields by default
  3. If an admin changes the fields in the fieldset
  4. Checkbox, picklist, multi-select picklist

Solution Ideas

Supported field types and how they should render

  1. Checkbox - Show a checkbox field
  2. Picklist - show a drop-down and let them choose one values
  3. Text - provide a text input that uses like %value%
  4. Multi-select - show a multi-select input and any values that they choose should be included in an OR statement in the query.

Field types that are not supported

  1. Lookups
  2. Address
  3. Calculated - depends on the return type
  4. currency
  5. email
  6. percent
  7. phone
  8. Multi-select
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