Sales Pack- How to automatic filter products with Account and the Sales Order related

[jorge@netcare.mx]

I have the following problem:

I want to pre-filter my list of products based on a Account selected on my Sales Order; I know I can do this manually once I click the add item "plus" icon and choose the Account field created; but I want to do this automatically; i also have the Advanced Pack, but I haven't found how to solve this.

I want to know if this is possible since I know that when I click the Add Item button, there is no item created, and I don't know if there is a way to send this variable as a filter.

I add a manual example of this. (Cliente = Account; I speak spanish.)

[rabii]

Yes, you just need to a custom account field view where you apply getSelectFilters to return the cliente field from current sales order.

Create this file account.js under client\custom\src\views\sales-order\fields

define('custom:views/sales-order/fields/account', ['views/fields/link'], function (Dep) {

    return Dep.extend({

        getSelectFilters: function () {
            if (this.model.get('accountId')) {
                return {
                    'account': {
                        type: 'equals',
                        attribute: 'accountId', // change this to the name of the account on product (cliente??)
                        value: this.model.get('accountId'),
                        data: {
                            type: 'is',
                            nameValue: this.model.get('accountName'),
                        },
                    }
                };
            }
        },
    });
});​ 

Now once this is done, you just need to create a custom SalesOrder.json file under custom\Espo\Custom\Resources\metadata\entityDefs and assign the custom field view to the account field as below

{
    "fields": {
        "account": {
            "view": "custom:views/sales-order/fields/account"
        }
    }
}​ 

Now save those files and clear cache and rebuild the crm and the filter will always applied when an account is selected on the sales order