filter link field values by other entity link field

[hi-ko]

Assuming for a custom entity I want to only allow to select/add contacts (hasMany link) for an specific account the user selected in another link field (account). Would it possible to filter the link by a subquery using values from another field?

[tanya]

Do you want something like entity Case works? (after selecting account, you can select only contacts, related to this account)

[hi-ko]

This would be a compromise. The contact control in Case is not filtered in the auto complete but at least when you klick on the select button the simple search is already filtered by the selected account. I will check how this is implemented.
The users would expect that the auto complete would be filtered the same way.

[hi-ko]

Now I tried to create a custom view for my custom entity Contract as:
./client/custom/src/views/contract/fields/contact.js

Espo.define('views/contract/fields/contact', 'views/fields/link', function (Dep) {

    return Dep.extend({

        getSelectFilters: function () {
            if (this.model.get('accountId')) {
                return {
                    'account': {
                        type: 'equals',
                        field: 'accountId',
                        value: this.model.get('accountId'),
                        valueName: this.model.get('accountName'),
                    }
                };
            }
        },

        getCreateAttributes: function () {
            if (this.model.get('accountId')) {
                return {
                    accountId: this.model.get('accountId'),
                    accountName: this.model.get('accountName')
                }
            }
        }

    });

});

and in Custom/Resources/metadata/entityDefs/Contract.json I set

        "contact": {
            "type": "link",
            "view": "views/contract/fields/contact"
        },

unfortunately the filter is not beeing used. How do I have to register a custom view? Maybe my path or definition is not correct?

Thanks!

[tanya]

Right view is 'custom:views/contract/fields/contact'. Fix it in both of files

[hi-ko]

Thanks, that was the tirck. I already tried /moduel/view but without success. At the same time I found the right syntax in https://github.com/espocrm/documenta...ustom-views.md. Shame on me ...

[murray99]

I got the filter in the dialog to work, but did you find a solution for filtering the results in the autocomplete?
I agree that not having the autocomplete filtered is a potential gotcha for the users.

[murray99]

OK I think I got it.
a) Create a Class of the AutoComplete to be Filtered in custom/Espo/Custom/SelectManagers/[YourEntityToBeFiltered].php

b) created a function like protected function filterAssignable(&$result) (see filterActive in application/Espo/SelectManagers/User.php as an example) Mine looked like this:

protected function filterAssignable(&$result)
{
$result['whereClause'][] = array(
'assign_status' => 'assignable',
);
}
c) in the custom field view definition like above add the function (in my case 'assignable'):
getSelectPrimaryFilterName: function () {
return 'assignable';
}

So now with Hi-Ko's filtering of the dialog and this filtering of the autocomplete it's harder for users to pick the wrong thing...

Hope that helps someone else.

[krasnopv]

Do you want something like entity Case works? (after selecting account, you can select only contacts, related to this account)

Good morning, Tanya. How can I create this for a custom Entities?

[telecastg]

How can I create this for a custom Entities?

This is how it can be implemented for a custom entity:

Assume that your custom entity is "ServiceContract" linked as Many-To-One to "Account" as as Many-To-Many to Contact.

custom/EspoCustom/Resources/metadata/entityDefs/ServiceContract.json

    "fields": {

        "contacts": {
            "type": "linkMultiple",
            "view": "custom:views/service-contract/fields/contacts",
            "orderBy": "name"
        },

}

client/custom/src/views/service-contract/fields/contacts.js

Espo.define('custom:views/service-contract/fields/contacts', 'views/fields/link-multiple-with-primary', function (Dep) {

    return Dep.extend({

        primaryLink: 'contact',

        getSelectFilters: function () {
            if (this.model.get('accountId')) {
                return {
                    'account': {
                        type: 'equals',
                        attribute: 'accountId',
                        value: this.model.get('accountId'),
                        data: {
                            type: 'is',
                            nameValue: this.model.get('accountName')
                        }
                    }
                };
            }
        },

        getCreateAttributes: function () {
            if (this.model.get('accountId')) {
                return {
                    accountId: this.model.get('accountId'),
                    accountName: this.model.get('accountName')
                }
            }
        }

    });

});

[rabii]

Hey

i have tried this but it didn't work.

I have 3 custom enitities : Client - Project - Product.

I have a project (custom entity) with relationship below :


- Client One-to-Many Project
- Client Many-to-Many Product
- Project Many-to-Many Product

On the project create page, i want to chose a client and then when i chose products i want to get only products that belong to the selected client. I follow your steep but when i click on create project it keep only loading, below is my set up :


custom/EspoCustom/Resources/metadata/entityDefs/Project.json

   "fields": {

        "products": {
            "type": "linkMultiple",
            "layoutDetailDisabled": false,
            "layoutMassUpdateDisabled": false,
            "view": "custom:views/project/fields/products",
            "importDisabled": false,
            "noLoad": false,
            "isCustom": true
        }

}

client/custom/src/views/project/fields/products.js

Espo.define('custom:views/project/fields/products', 'views/fields/link-multiple', function (Dep) {

   return Dep.extend({

        getSelectFilters: function () {
            if (this.model.get('clientId')) {
                return {
                    'client': {
                        type: 'equals',
                        attribute: 'clientId',
                        value: this.model.get('clientId'),
                        data: {
                            type: 'is',
                            nameValue: this.model.get('clientName')
                        }
                    }
                };
            }
        },

        getCreateAttributes: function () {
            if (this.model.get('clientId')) {
                return {
                    clientId: this.model.get('clientId'),
                    clientName: this.model.get('clientName')
                }
            }
        },
    });
});

Any help please. iam using the latest version of the crm 5.9.3

[telecastg]

Usually "forever loading" indicates a javascript error. Use your browser tools to check the console output and see what error(s) is being thrown out so you can troubleshoot your scripts.

If you don't know, to bring the console in Chrome or Edge (the 2 browsers that I use) right click your mouse, select "inspect" and then select the tab "console". Try to add a new project again and see what error is shown in the log.