Newb Question

[rabii]

Hello,
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...

Any suggestions?

you need to create a custom view for your location on the contract. try this below:

1 - create a custom view for your locations field under contract, create a file in this path client\custom\src\views\contract\fields\locations. js and paste the code below

define('custom:views/contract/fields/locations', 'views/fields/link', function (Dep) {
return Dep.extend({
getSelectFilters: function () {
if (this.model.get('accountId')) {
return {
'account': {
type: 'equals',
attribute: 'accountId',
value: this.model.get('accountId'),
data: {
type: 'is',
nameValue: this.model.get('accountName')
}
}
};
}
},
getCreateAttributes: function () {
if (this.model.get('accountId')) {
return {
id: this.model.get('accountId'),
name: this.model.get('accountName')
}
}
}
});
});​​

2 - add the custom view of your locations field under your entityDefs Contract.json (under custom\Espo\Custom\Resources\metadata\entityDefs\C ontract.json)

{
"fields": {
"locations": {
"type": "link",
"view": "custom:views/contract/fields/locations"
}
}
}​​

I am assuming that the name of the field is (locations) on contract. this should allow to filter only locations of the current contract's account.

Hope this helps

[Vadym]

Hi Mattwi,

Provide screenshots of Customers, Locations, and Contracts records in detail view, so we can find the best solution for you.

Example:

[Mattwi]

Hello,
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...

Any suggestions?