Filter in a one to many relationship not working

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  • Emmker
    Senior Member
    • Nov 2023
    • 103

    #1

    Filter in a one to many relationship not working

    I have a "CTherapies" entity Related with many to one relationship to "Contacts"

    I have created a report filter that works fine, with only the therapies that have an "available" status.

    In the relationship panel I have selected the filter on CTherapies (as it is in the uploaded image)
    Click image for larger version

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    But if I go to the Contact page, at the bottom panels that I have the Contact's therapies, I still get all the therapies without the filter on status.
    Click image for larger version

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    Though on Therapy list view, I can filter them fine by the report filter.


    Am I missing something?
  • Emmker
    Senior Member
    • Nov 2023
    • 103

    #2
    I just tested that in the Official espocrm Demo

    Same behaviour. No filter on bottom panel

    Comment

  • victor
    Active Community Member
    • Aug 2022
    • 952

    #3
    Click image for larger version  Name:	image.png Views:	0 Size:	9.4 KB ID:	119507
    "A primary filter to apply by default when selecting a record."

    That is, the Bottom Panel should not display the records defined by your Report Filter. Instead, this Report Filter will be automatically set for you when you click on "..." -> Select in the Contact.

    Click image for larger version  Name:	image.png Views:	0 Size:	5.4 KB ID:	119508
    And after that, the filter will select the necessary records from the "CTherapies" entity for your Contact.

    Click image for larger version  Name:	image.png Views:	0 Size:	20.7 KB ID:	119509
    Last edited by victor; 07-16-2025, 03:44 PM.

    Comment

    • Emmker
      Senior Member
      • Nov 2023
      • 103

      #4
      Thanks victor the Report panel was exactly what I had in mind.

      The Report filter for the ...Select, makes sense too.

      Comment

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