Select record list view with appleid filter

[Russ]

When I tried purchase orders (in sales pack), I saw a very cool way to add related records, when clicking, it brings a pop-up that already has a filter, wow, so cool!

Is there any way to add this?

I saw some similar discussion here, is this a proper way? The only way?

https://forum.espocrm.com/forum/developer-help/98343-filter-list-view-by-current-record

THanks a lot!

[Russ]

We have few relations Opportunity->Account (account as a borrower, account as an escrow, etc), would be so cooooool to add a filter, so when clicked 'Escrow' to open up a list view with accounts type 'escrow'! Mind blowing

[yuri]

There are two build-in handlers for account and accounts: https://github.com/espocrm/espocrm/t...select-related

In metadata > clientDefs > YourEntityType.json

{
    "relationshipPanels": {
         "yourLink": {
               "selectHandler": "handlers/select-related/same-account-many"
          }
     }
}

Example: https://github.com/espocrm/espocrm/b.../Case.json#L87

[Russ]

There are two build-in handlers for account and accounts: https://github.com/espocrm/espocrm/t...select-related

In metadata > clientDefs > YourEntityType.json

{
"relationshipPanels": {
"yourLink": {
"selectHandler": "handlers/select-related/same-account-many"
}
}
}

Example: https://github.com/espocrm/espocrm/b.../Case.json#L87

THanks, indeed, I understood, so I can select contacts from the same account, cool!!


But how can I make it show only accounts with certain filter, type - 'Lender'?

And another similar issue:
I have 3 contact->opportunity relations:
a) opportunitiesPrimary - Many-to-One - label Opportunities (as a Borrower)
b) contact1 - Many-to-One - label Opportunities as Borrower's Agent
c) contact12 - Many-to-One - label Loans as Escrow/Title

How can I make 'borrower' dropdown to open contacts with filter type 'Borrower', 'Agent', 'Escrow' or 'Escrow title'?


---
If I am asking for too much, I will then continue to paid support.

Thanks

[yuri]

You can create a Report Filter for each type. Then at Administration > Entity Manager > Opportunities > {link} > Edit, you can select that filter. This is a new feature: https://github.com/espocrm/espocrm/issues/3002. The downside, is that you will have primary filters that you may not need other than for selecting related record. In future I think we will have the ability to make Report Filters hidden on the list view.

[Russ]

You can create a Report Filter for each type. Then at Administration > Entity Manager > Opportunities > {link} > Edit, you can select that filter. This is a new feature: https://github.com/espocrm/espocrm/issues/3002. The downside, is that you will have primary filters that you may not need other than for selecting related record. In future I think we will have the ability to make Report Filters hidden on the list view.

This fixed the vast majority, thanks, yuri

[rouhu]

You can create a Report Filter for each type. Then at Administration > Entity Manager > Opportunities > {link} > Edit, you can select that filter. This is a new feature: https://github.com/espocrm/espocrm/issues/3002. The downside, is that you will have primary filters that you may not need other than for selecting related record. In future I think we will have the ability to make Report Filters hidden on the list view.

Wonderful new feature. Now what I cannot find is to how to create primary filters other than report filters. Is there documentation or examples for this ? For example, if Account has many Tasks and I want to assign each Task to a Contact of the Account, I want to filter the Contact lookup for only those contacts that are linked with the Account in question.