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