Preapplied filter based on related entity selection

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  • philippe.kirschey
    Junior Member
    • Jan 2026
    • 9
    #1

    Preapplied filter based on related entity selection

    Hey all,

    When using the Live Demo Version of EspoCRM (https://www.espocrm.com/demo/ > Live Demo), I realized that in the Opportunities Entity (Screenshot 1), if create a new Opportunity, select an Account and then proceed to select a Contact, a filter is automatically preapplied showing only the related Contacts for the previously selected Account (Screenshot 2). If no Account is selected, the full list of Contacts is displayed (Screenshot 3). Where/How can I set that a filter is preapplied to a selection field for a foreign entity (e.g. Contacts) based on a previous selection of a related entity (e.g. Accounts) (Screenshot 2)? Thanks in advance!
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    • victor
      Active Community Member
      • Aug 2022
      • 1222
      #2
      philippe.kirschey

      Similar requests have been considered before:
      Pre-set Search Filters for Users - EspoCRM Open Source Community Forum
      https://forum.espocrm.com/forum/general/95252-pre-set-search-filters-for-users
      Hello, I'd like to enable users to search opportunities (using cases entity) and only see a list with cases that are posted with linked records that match their own records or records they follow. Please see attached screenshot. -Here the user can search opportunities. -Opportunities (cases) can be posted with linked

      Filter on selection of related record - EspoCRM Open Source Community Forum
      https://forum.espocrm.com/forum/developer-help/99210-filter-on-selection-of-related-record
      Hi! I'm trying to filter records, which are displayed, when selecting related record. This is not a filter, like usual filter on front-end with checkbox, but filter which is used in addition to all other filters, when making select query to DB. I tried to use complex expression in "where" propery of entityDefs with no

        Comment

        • philippe.kirschey
          Junior Member
          • Jan 2026
          • 9
          #3
          Hi victor. thanks for this. Howevere, not sure if this is what I am looking for as all of the solutions require custom code. I am wondering whether Espo also deployed custom code in their demo Version or whether there is another native filter functionality within EspoCRM which therefore has not been considered before. Ideas anyone?

            Comment

            • victor
              #3.1
              victor commented
              01-02-2026, 04:06 PM
              Editing a comment
              Such functionality cannot be implemented through the UI, and you will not be given access to the Espo Demo files.
                👍 1
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