Show only Contacts related to Accounts

SuiteCRM Forum - English Language SuiteCRM General Discussion
#1

HI everyone.

I am currently trying on my edit form in my custom module where I have a link to Accounts filled out to with an account datarecord,
to show only the related Contacts linked with this account. So the search-while-you-type feature would be nice if it only shows the Contacts related to the already filled out account field. + if you open the search box for Contacts , it should also only show the related Contacts .

Account <> Contacts relationship is standard and has not been modified.

In SugarCRM there are filter_definitions possible to do this, but I have not found anything like in SuiteCRM.

I am using the newest SuiteCRM version.

Is there anyone who can help out with integrating this feature?

Thank you

#2

To be honest I don’ tknow how to do what you ask. But I remember someone had a similar question a while back and I did some research on it.

This is the article that I think has all the clues you will need:

http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_6.5/Module_Framework/Metadata/Examples/Adding_QuickSearch_to_a_custom_field/

Note that this article is for SugarCRM 6.5, which is when we forked, whereas the filter_definitions you mentioned seem to be for SugarCRM 7.

Good luck, and if you are able to do this, please post back here with your solution, to help others.Thanks.

#3

The feature you are looking for is Called Initial Filter, Check out the details here

#4

Thank you for your input.

But this filters only work after the record has been saved once,
if you create a new record - and fill one field like accounts, the contacts filter will not work yet. (you have to save the record, and then edit again - filter working then but its too late… )

#5

@xanthos84 , yes me too … this is my Thread with same question: Related to Search - Filter features after UPDATED

  1. creat a new Quote
  2. Address Information :
  3. … Account → select any Account
  4. … Contact → select Contact of Account (BUT Nothing to select) “they are gone - White list”
    (try with many Account - nothing to show)

BUT if you go to Account Module, select account and edit… list of contact with back at Quote select (step 4)