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Hi everyone,
I’m using EspoCRM and I have a usability issue with long related-record lists in the Account record view.
I have some custom entities related to Account (for example a “Campaign Log” / campaign history entity). I added these relationships as bottom panels (relationship subpanels) in the Account layout. The problem is that inside an Account record, the subpanel always shows all related records from all years, so after some time the list becomes extremely long.
What I need is to be able to filter the subpanel by the current year (e.g. show only records where the date field is within this year), similar to how we can filter in a normal list view.
Questions:
Is there any built-in way to apply a saved filter / default filter to a relationship subpanel inside the parent record view?
If not, what is the recommended approach? (custom panel view, overriding the relationship panel collection query, using a custom view/metadata, etc.)
Does the same apply to the Activity history panels (activities/emails), where everything is also shown without a year filter?
Example: In Account > “Campaign Log” subpanel, I’d like it to only show records where dateField is between YYYY-01-01 and YYYY+1-01-01.
Any guidance or best practices would be appreciated. Thanks!
I’m using EspoCRM and I have a usability issue with long related-record lists in the Account record view.
I have some custom entities related to Account (for example a “Campaign Log” / campaign history entity). I added these relationships as bottom panels (relationship subpanels) in the Account layout. The problem is that inside an Account record, the subpanel always shows all related records from all years, so after some time the list becomes extremely long.
What I need is to be able to filter the subpanel by the current year (e.g. show only records where the date field is within this year), similar to how we can filter in a normal list view.
Questions:
Is there any built-in way to apply a saved filter / default filter to a relationship subpanel inside the parent record view?
If not, what is the recommended approach? (custom panel view, overriding the relationship panel collection query, using a custom view/metadata, etc.)
Does the same apply to the Activity history panels (activities/emails), where everything is also shown without a year filter?
Example: In Account > “Campaign Log” subpanel, I’d like it to only show records where dateField is between YYYY-01-01 and YYYY+1-01-01.
Any guidance or best practices would be appreciated. Thanks!
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