Please help: use field content of entity 1 in entity 2 with dynamic logic

[gustavgraz]

Hello!

I am new in EspoCRM using ADVANCED Pack, and would like to thank the developers of EspoCRM very much, you are doing a great job!

Here my problem:
I have set up some custom entities:


Entity 1 is called "Dokumentenanhang":
It has a text field "Dokumentenanhang" describing the category of documents
and a boolean field "personal" to select if the category of documents is personal or not.

Entity 2 is called "Anhänge":
It has a Link field to entity "Projekte"
It has a Link field to entity "Dokumentenanhang"
It has a foreign field dokumentenanhang.personal
It has a Link field to entity "Person"
it has a file field "Datei" to upload files.

In entity 2 I have to select the category of documents in the link field "Dokumentenanhang". This works fine.

I would like to show the "Person" field only when the boolean field "personal" from Entity 1 is YES.


I tried to set it up in Entity 2/Person/Dynamic Logic

Bedingungen die ein Feld sichtbar machen / conditions to make a field viewable
(
personal = YES
)


I also tried it with
(
personal ≠ 0
)

it is possible to set up this dynamic logic, but I dont get the output in the form. The link field "person" does not show up. What am I doing wrong?

Thank you for any kind of suggestions and sorry for my English!

Werner

[Maximus]

Hi there,
This logic is correct:

personal = YES

So if you change the 'personal' field in Dokumentenanhang, you need to refresh a webpage (if you don't have configured Websocket) to see the changes (to upload new metadata) in Anhänge. If 'personal' = true, then Person will show up.

[gustavgraz]

Hi Maximus!

Thank you so much for advice. Now I see that it works but:

The field "Person" only shows up after saving the record.

But this is to late, I need to select the person before saving the record. Is there a way to force showing up the field "Person" in the moment after selecting from the field "Dokumentenanhang"? A kind of intermediate-saving the record to trigger the dynamic logic?

Thank you!

[Maximus]

I see. There is no such ability to achieve it through UI. You need to code the dynamic hander for this https://docs.espocrm.com/development/dynamic-handler/.

[gustavgraz]

Thank you! Will work on that!