Default Search on Table

[solomon023]

I found a nice feature I would like to implement in other places. In the stock Espo download, Opportunities Tab. You can first select an account, then when selecting a contact - contacts for that account only are already filtered.

I could not find any default values or javascript. I assume this is maybe done through SQL. Can you point me to the correct table or place where this code is written? I am having trouble tracking this down.

[tanya]

Hi
master/client/modules/crm/src/views/opportunity/fields/contacts.js
application/Espo/Modules/Crm/Resources/metadata/entityDefs/Opportunity.json (view of the field Contacts)

[solomon023]

Fantastic. If I were to create a new view called Quotes and want to mirror the operation, but I don't see the correct folder available.

master/client/modules/crm/src/views/quotes - not available
application/Espo/Modules/Crm/Resources/metadata/entityDefs/Quotes.json - not available.

Would there be a separate location given I created these views?

[tanya]

because Quotes are in Advanced Module.
I show you an example, how to filter related fields

https://github.com/espocrm/documentation/blob/master/docs/development/custom-views.md