Filtering Overdue Fees by Account

[carlosptf]

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?

[yuri]

Hi,

This has been already covered on the forum a few times. One topic that I found: https://forum.espocrm.com/forum/deve...current-record

You need to define a selectHandler.

Assuming your entity type is named CNegiation.

Create (or edit if the file already exists):

custom/Espo/Custom/Resources/metadata/clientDefs/CNegiation.json

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

Make sure the JSON is valid.

Then clear cache.

"handlers/select-related/same-account" is the built-in handler that should covers your case when there are belongs-to links named "account" in both entity types. If the naming is different, you will need to write a custom handler.