How to setup related field subquery and search filter subquery

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1

Dear all, I have difficulties with setup field to relate module custom field and search subquery. Here is what I have:

  1. Account custom field accounts_cstm.funded_c
  2. Custom module Transactions with related field for accounts_cstm.funded_c
  3. Need to show on the Dashlet
  4. Need to add to search Criterias
  5. Need to filter Transactions by this field.

Please help!

2

Hey there,

Are you still having issues?

Sorry, i’m not 100% clear on what it is you want here, is it something like:

A new relate field, “funded_c”, that links an Account to a Transaction record
Then, you want to search/view on this field? (if so, on which modules/views?)

Do you want steps on how to create the Relationship, or something else?

3

Sorry for confusing notes.
In the module Accounts I have custom field funded_c.
And a custom module Transaction with relation to Account (many-to-one - so it has account_id field).
I need to show funded_c column in the Transaction dashlet and let filtering the list by that field.

4

Hey there,

Thanks for clarifying!

hmmm, I don’t think you’re able to see another module’s field on a Dashlet, Out of the box
(ie: Seeing an Account Field on a Transaction Homepage Dashlet)


The two closest solutions that come to mind would be:

  • Create a new field on the Transaction Module

From this, you could create a Workflow or Logic Hook to populate this new field with the Account’s “funded_c” value, when the Account is related to the Transaction

Then, as you now have a field on Transaction with the same value, you could display this on the Dashlet

Or;

  • Create a custom dashlet

Some links for this, if you’d like to take this path:
https://community.suitecrm.com/t/create-a-custom-module-dashlet/18981
https://www.urdhva-tech.com/blogs/creating-new-dashlets-based-on-default
https://community.suitecrm.com/t/how-to-bind-a-dashlet-to-custom-data/42226

I haven’t done this myself, but I imagine this will be notably harder
However, you’d have total control over the dashlet’s content


5

Hi @hTonus,

  • Could you specify what this field funded_c is ?
    It is a link to your custom module Transactions or another field?
    If it’s another field, what type is it?
  • What exactly do you want to show on the dashlet of pressumably Transactions?
  • Is funded_c the only field you need to display in Transactions or do you also need to display other fields of the module Accounts in Transactions?