Filter select view by parent record

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  • Emmker
    Member
    • Nov 2023
    • 64
    #1

    Filter select view by parent record

    I have created an "asset" entity.
    Asset entity has a "children to parent" relationship with another created entity which is "ships"
    "ships" entity has a "one to many" relationship with "Cases" entity.
    When I am on a case and I want to select assets for the case, in the panel to select the cases I need to see only the assets that belong to the ship that I have selected in a case, and not all the assts in general.

    Is there a way to do that?​
    Tags: None
    • esforim
      Active Community Member
      • Jan 2020
      • 2204
      #2
      Yes there is a way but it require coding? Will you dive down to learn how to?

      I think Contact/Account/Case implement this if you want to see how it done officially. I think this thread also share how-to, I think it call Custom-View offiically

      HELP - Filter/Hide Inactive Contacts in Side Panel - EspoCRM Open Source Community Forum
      https://forum.espocrm.com/forum/developer-help/60301-help-filter-hide-inactive-contacts-in-side-panel
      So, I have a client that wants to automatically HIDE inactive accounts in the small list panel. I can see that you can use the FILTER tool to do this, but she wants it to be done automatically. Here's the code I found that needs to be modified: namespace Espo\Modules\Crm\AclPortal; use \Espo\Entities\User; use

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        • Emmker
          Member
          • Nov 2023
          • 64
          #3
          That was exactly what I was looking for.
          It is working fine now.

          Do you have a similar implementation to have the same results if I add this field in a bottom panel and hit select there too?

            Comment

            • esforim
              #3.1
              esforim commented
              12-15-2023, 10:47 AM
              Editing a comment
              Sorry, coding unless it is step by step I don't touch as my skill in coding is at best copy/paste and Formula
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