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Hello EspoCRM community,
I have three entities in EspoCRM:
• Account: Stores account data.
• Payments: Records monthly fees (paid or overdue).
• Negotiation: Centralizes negotiations related to the overdue and outstanding fees for each account.
When creating a new negotiation and selecting the fees to be linked, I need the list to show only those linked to the same account as the negotiation. I have already created a filter to list only the open (overdue) fees, but I also need a predefined filter that lists only the open fees for the associated account.
For example, I created a negotiation record for this account called “top max.”
When selecting the payments, I receive a list of all outstanding payments:
As shown in the image below, I can filter to display only the payments for the “top max” account, but I want this list to show only the payments for the “top max” account by default.
To achieve the result of displaying only the outstanding payments, I created a filter in “Reports.” I noticed there’s also an option to add an expression as a filter, but I couldn’t make progress with the formula. Could you help me?
I have three entities in EspoCRM:
• Account: Stores account data.
• Payments: Records monthly fees (paid or overdue).
• Negotiation: Centralizes negotiations related to the overdue and outstanding fees for each account.
When creating a new negotiation and selecting the fees to be linked, I need the list to show only those linked to the same account as the negotiation. I have already created a filter to list only the open (overdue) fees, but I also need a predefined filter that lists only the open fees for the associated account.
For example, I created a negotiation record for this account called “top max.”
When selecting the payments, I receive a list of all outstanding payments:
As shown in the image below, I can filter to display only the payments for the “top max” account, but I want this list to show only the payments for the “top max” account by default.
To achieve the result of displaying only the outstanding payments, I created a filter in “Reports.” I noticed there’s also an option to add an expression as a filter, but I couldn’t make progress with the formula. Could you help me?
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