Preapplied filter based on related entity selection

[philippe.kirschey]

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!

[victor]

philippe.kirschey

Similar requests have been considered before:
https://forum.espocrm.com/forum/gene...ters-for-users
https://forum.espocrm.com/forum/deve...related-record

[philippe.kirschey]

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?

[victor]

Such functionality cannot be implemented through the UI, and you will not be given access to the Espo Demo files.