Use the report Filter with the entity/sumRelated Function

[esendino]

Hello. I´m quite new to espoCRM and I'm sure I must be making somekind of mistake somewhere.

I'm struggling with the use of the function entity/sumRelated with the option of using a report Filter

entity\sumRelated('opportunities', 'amountConverted', 'reportFilter5c41a0a396f66725d');

where 5c41a0a396f66725d is ID of Report Filter record you can obtain from a url.

I can´t get the filter being applied. The output of the entity\sumRelated function allways give me the sum of all related records without any filtering.


The data of what I have defined is shown at the end of this Topic: https://forum.espocrm.com/forum/gene...ity-sumrelated


I appreciate any clue of what is wrong in my definition.

[esendino]

Hello no need assistance on this any longer. I found it.

In case anyone is interested there are two steps on this.

First. You need to define a Report. This report has the filter you need.

Second. Then you need to define a Report Filter (directly with thin name in Administration). In that Report Filter you address the Report defined first.