Filter by dependent entity

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  • papermoon
    Member
    • Dec 2021
    • 39

    #1

    Filter by dependent entity

    I know how to add and store filters in list views. But it seems you can only select fields from the current entity and not from dependent entites.

    Following example (which probably doesn't make sense, but can explain it very well). I have the list of accounts. Here I need to filter for last name of contacts ... like Doe. So when I enter Doe, I only want to see accounts in the list, a contact named Doe is linked to. Is this possible?
  • victor
    Active Community Member
    • Aug 2022
    • 1049

    #2
    Advanced Pack extension is required.

    1. Create a List Report with a filter as in screenshot 1.
    2. Select the desired Order inside this List Report.
    3. Based on this List Report, create a Report Filter https://docs.espocrm.com/user-guide/...report-filters and use it.

    However, a more convenient option would probably be to view the Report directly using Runtime Filters.
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    • papermoon
      papermoon commented
      Editing a comment
      Thank you for your answer. But I think I was not clear enough / or maybe I do something wrong using the Report Filters. In my example the last name Doe is not a fixed criteria, instead I want to enter the last name every time I use this filter in the list view (like for normal filters on fields of the current entity). When I use runtime filters in the report, I have no possibility to enter a value in the list view later (so the filter is basically ignored). And when I use a normal filter in the report, the filter is fixed anyway.
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