QBO3: Limit Process Templates when adding a Process

Question

I have a QBO3 installation with multiple ProcessTemplates defined. The standard Deal/Search UI renders a + button with dropdown list of available templates to add. I want to limit the available templates to only those templates which are marked with ProcessTemplateType=Initial. How do I modify the UI to limit these options?

Answer 1

The Process/Search panels (including Deal/Search) render the + options with the following method signature:

ProcessTemplate/Search?SiblingObject=Deal

You can limit the results of this method signature by defining a Filter to be triggered by the SiblingObject parameter, like this:

• Name: Initial
• Clause: ProcessTemplate.ProcessTemplateType = 'Initial'
• Parameters: SiblingObject

This will trigger calls to ProcessTemplate/Seach?SiblingObject=Deal to inject the following into the WHERE clause:

WHERE
  ProcessTemplate.ProcessTemplateType = 'Initial'