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filter data with criteria from other entities

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  • filter data with criteria from other entities

    Hello people!

    I wonder if I can use another entity's field to filter data in a list. For example: I have the opportunity entity, but I want to filter the opportunities using an account field (corporate name or any other existing account-only field)

    is it possible in some way to have this type of filters within the entities?

  • #2
    Hello,

    Its possible in many ways, one of them is to use foreign fields, see the images bellow:

    - Add the field:
    Click image for larger version

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ID:	58354

    - Add field to search filter:
    Click image for larger version

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ID:	58355

    - Play with in list record:
    Click image for larger version

Name:	Screen Shot 2020-05-14 at 8.07.06 AM.png
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ID:	58356

    Another way is to add it directly if type possible to the "Text Filter Fields":
    Click image for larger version

Name:	Screen Shot 2020-05-14 at 8.14.54 AM.png
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    Attached Files
    Last edited by eymen-elkum; 05-14-2020, 05:15 AM.
    EYMEN ELKUM
    Eblasoft Ltd.
    ==============
    { Software Engineering }
    eymen@ebla-soft.com
    +90 536 689 1649

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