how to filter or show only the items or locations that belong to one account

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  • timarebel
    Member
    • Jul 2021
    • 33

    how to filter or show only the items or locations that belong to one account

    I have a an issue on how to do this :

    Customers(Accounts)
    Locations : each account have many locations
    Contracts: Each account can have a contract which contains one or many locations

    If i create for example a new contract and choose an Account , when i select a location i only want locations that belongs to the account selected
    as of now when i try to select a location , the linked field shows all the locations including the ones that don't belong to that acccount
  • jorge@netcare.mx
    Member
    • Apr 2020
    • 34

    #2
    Hi,

    Could you solve the items issue? I know how to do the locations based on accounts, but I didn't have good look on items; I tried with sales order at the sales pack.

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    • Russ
      Senior Member
      • Feb 2022
      • 423

      #3
      I was unable to do that, yet

      The only thing that helped is I can use a default filter to filter type but I can't make it show only related

      Comment

      • eymen-elkum
        Active Community Member
        • Nov 2014
        • 472

        #4
        See this extension: https://docs.eblasoft.com.tr/espocrm...ic-logic-plus/
        CEO of Eblasoft
        EspoCRM Expert since 2014
        Full Stack Web Developer since 2008
        Creator of Numerous Successful Extensions & Projects​

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