field values bases on other field

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  • Satish Kaushik
    Junior Member
    • Mar 2021
    • 3

    field values bases on other field

    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.
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  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    You can achieve it by code customization. Please check my hint here https://forum.espocrm.com/forum/deve...7031#post67031.

    Comment

    • esforim
      Active Community Member
      • Jan 2020
      • 2204

      #3
      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.
      Last edited by esforim; 03-22-2021, 05:48 AM.

      Comment

      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        Hi again.
        Please check this short tutor https://forum.espocrm.com/forum/deve...5187#post55187.

        Comment

        • SarbjitGrewal
          Junior Member
          • Mar 2021
          • 3

          #5
          Yes even I am also agreeing on what Maximus stated in the very first reply. Code customization can work in that case.

          Comment

          • Satish Kaushik
            Junior Member
            • Mar 2021
            • 3

            #6
            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.

            Comment

            • Maximus
              Senior Member
              • Nov 2018
              • 2731

              #7
              Unfortunately not. You need to add this filter via code.

              Comment

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