Filtering Related Previous School Records in Student Application Entity

[rmorgan]

I have a requirement in EspoCRM where I want to display a student’s previous school on the Student Application entity.

The previous school record should be selected manually by the operator, because each student may have multiple linked school records and the operator needs to decide which one represents the student’s last school.

Here is what I need to achieve:

1. Each student has a unique Student ID.
2. In the Student Application screen, when the operator clicks the link field to select a previous school, I only want to display school records related to that specific student using the Student ID in Student Application and SQE_STUC field in Student Records Entity (they are the same but named differently).
3. At the moment, the selection window shows all records, which makes it difficult to choose the correct one.
4. I currently have a Many-to-One relationship configured in the Student Application entity.
5. I can see there are filter options available in the relationship configuration, but I cannot find clear documentation explaining:
   • what these filters do,
   • how to configure them,
   • or whether they are the correct approach for this requirement.

Additionally:

• When a record is selected, the field currently displays only the Student ID number.
• Instead, I would like it to display a more useful field (for example, the school name or another descriptive column).

The attached Pic may help

[eymen-elkum]

Hi,

For the first requirement, filtering the related Previous School records based on the current Student Application values can be achieved using our Ebla Dynamic Logic Plus extension.

It allows you to apply dynamic filters on linked fields based on values from the current record, which matches your case where Student ID should filter records by the related SQE_STUC field.

You can find more details here:

https://docs.eblasoft.com.tr/espocrm-extensions/dynamic-logic-plus/?h=dy

Regarding the second requirement, changing how the selected related record is displayed, for example showing the school name instead of the student ID, this would require a custom code solution.

[yuri]

The Cascading Links feature coming in the v10.0 should solve this. https://github.com/espocrm/espocrm/issues/3594