field values bases on other field

[Satish Kaushik]

I created an entity called portfolio and created contacts field. I want the contact field to show the results for selected account only. But at the moment it is showing me all the contacts. I want only the contacts related to the selected account to be shown. Its working fine in opportunity tab.

[Maximus]

Hi,
You can achieve it by code customization. Please check my hint here https://forum.espocrm.com/forum/deve...7031#post67031.

[espcrm]

It a nice feature to activate but as Maximus stated, you will need to do code customization. I did try one time but as there is no detail guide on how to I just gave up and use the "Save Filter" method. My post about that is in that thread also if you want to do that as a work-around.

Otherwise you can try to investigate the code and see if you can do it. If you are successfully, be great if you can share solution.

[Maximus]

Hi again.
Please check this short tutor https://forum.espocrm.com/forum/deve...5187#post55187.

[SarbjitGrewal]

Yes even I am also agreeing on what Maximus stated in the very first reply. Code customization can work in that case.

[Satish Kaushik]

But this is by default in the opportunity-> Contacts are showing based on account selected. Can't we do it without writing the code? like the screeshot i have shared in my question.

[Maximus]

Unfortunately not. You need to add this filter via code.