Display and Select Only Specific Records

[alohatech]

In the detail view of Entity A, there is a related section called the "List of Bs", which shows all B records linked to the current A record. However, I only want this list to show and allow selection of B records with the status field set to 'OK'.

Could you guide me

[victor]

If I understand correctly, it will be enough for you to use Search Filters.



The required fields can be added in Administration > Entity Manager > Entity_B > Layouts > Search Filters.

You can also create your own Report Filter: https://docs.espocrm.com/user-guide/...report-filters.