Announcement

Collapse
No announcement yet.

Set default filters

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Set default filters

    Hey everyone. Is there a way of setting up the filters to be filled based on a record Im viewing from in these fields. https://prnt.sc/11rv17u

    For example I would like to have the amount transfer over automatically to the filter as well as the bank account. Any suggestions

  • #2
    Hello
    I think it's possible to do. Use the Formula.
    Detail here: https://docs.espocrm.com/administration/formula/#filter

    Comment


    • #3
      Hi there,
      Unfortunately, the only way I see here is to create a custom view somewhere in the 'client/custom/' directory in order to pre-set those filters as you want.
      Also, I guess this custom view should be linked to a field in the EntityDefs directory.
      I am moving this request to the Developer Help branch. I Hope, someone will be able to help you.

      Comment

      Working...
      X