Case view with meeting reference

[keda]

Hallo eveyone,

i use "cases" as my current customer projects.

When i hit the "Cases" menu button, i want to see, if i have appointments scheduled for every customer im working right now.
I tried to create a relationship between - "Meeting" and Case or Contact, but its not working. Clearly im doing something wrong here.

If its not working in the "case" list view, i would be happy to have some sort of view, where i see all customers/contacts with a meeting scheduled.

I think this is a real easy thing todo, but i cannot get it to work.

Thanks in advance!

[Maximus]

Hi there.
Unfortunatelly this goal can't be achieved through UI. You need to complete it through code. As an option you need:
1. Create a new One-to-Many relationship between Case to Meeting
2. Develop a Hook that will fetch all IDs of the releted to Contact Meetings and store the fetched IDs into the new link multiple fild created on the first Step https://docs.espocrm.com/development/hooks/
3. Add the Link-multiple field of the new relationship (step 1) into the Case list view.

[keda]

I think thats beyond my coding skills thanks for your time!

[Maximus]

I've moved this topic into the Developer Help branch. Hope you will find some help here.