Filter contacts field of call entity based on account

[rabii]

Hi all,

i have created 3 entities : Clients - Services - Projects

- Client Has Many Projects
- Client Has Many Services
- Projects Has Many Services

I would want to create new project and once i choose the client for this projects then when selecting services for the projects i want to get only services of the client select for this projects , just like the existing relation between call - contacts and account. In the call entity when creating new call for a specific account then in the contacts field you can choose only contacts that belong to this current account. please see attached screenshot.



i hope someone can help.

Many thanks

[rabii]

Anyone Help Please

[theBuzzyCoder]

Hi rabii ,

You will have to write custom code for this feature.

Check this:
https://github.com/espocrm/espocrm/b...ds/contacts.js

https://github.com/espocrm/espocrm/blob/master/application/Espo/Modules/Crm/Resources/metadata/entityDefs/Opportunity.json#L128

You need: getSelectFilters

You need override this function for your entity in custom


Write a javascript file in client/custom/src/views/project/fields/services.js with below code

Espo.define('custom:views/project/fields/services', 'views/fields/link-multiple', function (Dep) {
  return Dep.extend({
    getSelectFilters: function () {
        // Figure out the logic yourself
    }

Then you need to update your custom/Espo/Custom/Resources/metadata/entityDefs/Project.json

{
  "fields": {
    "services": {
       "type": "linkMultiple",
       "layoutMassUpdateDisabled": true,
       "view": "custom:views/project/fields/services"
    }
  }
}

[rabii]

Many thanks
this was helpful i have managed to get it done, one more thing i was thinking of can i disable the filter editing on that view, is there any property i can set to make filter not editable.

many thanks
Rabii

[theBuzzyCoder]

I don't know. Please add yuri in your comment. He might know. Maybe you can make the search filter read-only field.