Advanced Pack 2.5.14
EspoCRM Version 5.9.3
Hello!
I am at the beginning of working with filters, so there might be a wellknown solution to my problem and I just did not find it...
My situation:
Custom Parent entity: projekte
Some 25 custom child entities, all linked to the parent entity.
In my business there are inspectors who visit the customers and check the worksite for work safety issues. Depending on the issue they use one or more of our custom entities to make their documentation. It might happen, that the inspector spends a whole day at the customer site and has to create many new records in different child entities.
In order to get the record of the child entity assigned to the correct project, the inspector has to choose always the same project in the detail mask of the child entity.
How can I manage, to let the inspector select the correct project (parent entity) only once a day in the morning, and do all the documentation in the child entites without selecting a wrong parent entity.
I would need to preset the parent entity and as long as it is not changed, all created records of the child entities are automatically assigned to the correct parent entity.
I hope I could let you understand what I need,
Thank you!
EspoCRM Version 5.9.3
Hello!
I am at the beginning of working with filters, so there might be a wellknown solution to my problem and I just did not find it...
My situation:
Custom Parent entity: projekte
Some 25 custom child entities, all linked to the parent entity.
In my business there are inspectors who visit the customers and check the worksite for work safety issues. Depending on the issue they use one or more of our custom entities to make their documentation. It might happen, that the inspector spends a whole day at the customer site and has to create many new records in different child entities.
In order to get the record of the child entity assigned to the correct project, the inspector has to choose always the same project in the detail mask of the child entity.
How can I manage, to let the inspector select the correct project (parent entity) only once a day in the morning, and do all the documentation in the child entites without selecting a wrong parent entity.
I would need to preset the parent entity and as long as it is not changed, all created records of the child entities are automatically assigned to the correct parent entity.
I hope I could let you understand what I need,
Thank you!
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