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Help Request - Filter records based on field selection

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  • Help Request - Filter records based on field selection

    I have an issue and I cannot decipher the correct way to make the formulas work on this.
    I created an entity called "Jurisdictions" that is linked to another entity similar to Accounts called "Vendors"
    Each Vendor has 3 types: "Sales Agent", "Posting Agent" or "Newspaper".
    Each Vendor has a relationship link to a Jurisdiction.
    I need to create a method for a person to enter a Jurisdiction and be able to recall the available Newspaper Vendor.

    Is this something ESPO can do?

  • #2
    Hello,
    this part is not clear:
    [quote]I need to create a method for a person to enter a Jurisdiction and be able to recall the available Newspaper Vendor.[/qoute]
    Could you explicit it? What kind of relationship exists between a Person and Jurisdiction/Vendor?

    Comment


    • #3


      Maximus,

      The relationship is between the Vendor and Jurisdiction. I was making a user input form to determine what vendor was available in a selected jurisdiction.
      Click image for larger version

Name:	Vendor Image.JPG
Views:	429
Size:	57.0 KB
ID:	54501Click image for larger version

Name:	Jurisdiction link.JPG
Views:	426
Size:	62.1 KB
ID:	54502

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      • #4


        Solved (Sort-of) - I managed to create Foreign fields and make this process work. Its a bit clunky, but for now, this issue is closed.

        Comment


        • #5
          You can also do it with dynamic handler https://github.com/espocrm/documenta...mic-handler.md

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