AnsweredAssumed Answered

Create a initial filter

Question asked by lucas lopes on Jan 23, 2020
Latest reply on Jan 31, 2020 by Rolustech Support

Hello, I need help adding an initial filter in a related field.

In my proposal module I had a field "Account From the proposal" (related to the accounts module), and a field "Contact from the proposal account" (related to the contacts module).

After selecting the Proposal Account, I need the contact field of the proposal account to come with an initial filter bringing only contacts that are related to the selected account.

I looked at the SugarCRM documentation, but I couldn't apply it.

Would anyone know how to explain in an objective way?