Filter Pop-up based on relationship

Anyone able to get this working? I tried what Neeraja P suggested in sugarcrm filter on relative field - Dev Answers & Best Practices - DevClub - SugarClub so far not working. Here is the code I am adding to custom/Extension/modules/RTPOL_OLP/Ext/Vardefs/sugarfield_contacts_rtpol_olp_1contacts_ida.php

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$dictionary['RTPOL_OLP']['fields']['contacts_rtpol_olp_1contacts_ida']['filter_definition'] = [
  [
    'account_id' => '#accounts_rtpol_olp_1accounts_ida'
  ]
];
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$dictionary['RTPOL_OLP']['fields']['contacts_rtpol_olp_1contacts_ida']['filter_definition'] = [
  [
    'account_id' => '#accounts_rtpol_olp_1accounts_ida'
  ]
];

I am trying to filter Contacts based on Account, but getting this working will lead to other filters.

0 Dina Jesuino over 2 years ago
You have to create a filter in Contacts module in custom/Extension/modules/Contacts/Ext/clients/base/filters/basic

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$viewdefs['Contacts']['base']['filter']['basic']['filters'][] = array(
'id' => 'filterContactsByAccountId',
'name' => 'LBL_FILTER_CONTACTS_BY_ACCOUNT_ID',
'filter_definition' => array(
array(
'account_id' => ''
)
),
'editable' => true,
'is_template' => true,
);
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$viewdefs['Contacts']['base']['filter']['basic']['filters'][] = array( 'id' => 'filterContactsByAccountId', 'name' => 'LBL_FILTER_CONTACTS_BY_ACCOUNT_ID', 'filter_definition' => array( array( 'account_id' => '' ) ), 'editable' => true, 'is_template' => true, );

And then in record.php of module RTPOL_OLP in the field Contact you call the initial filter:

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array (
'name' => 'intermediary_contact_name',
'label' => 'LBL_INTERMEDIARY_CONTACT_NAME',
//the name of the filter template
'initial_filter' => 'filterContactsByAccountId',
//the display label for users
'initial_filter_label' => 'LBL_FILTER_CONTACTS_BY_ACCOUNT_ID',
//the dynamic filters to pass to the templates filter definition
//please note the index of the array will be for the field the data is being pulled from
'filter_relate' => array(
'intermediary_account_id' => 'account_id'
),
),
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array ( 'name' => 'intermediary_contact_name', 'label' => 'LBL_INTERMEDIARY_CONTACT_NAME', //the name of the filter template 'initial_filter' => 'filterContactsByAccountId', //the display label for users 'initial_filter_label' => 'LBL_FILTER_CONTACTS_BY_ACCOUNT_ID', //the dynamic filters to pass to the templates filter definition //please note the index of the array will be for the field the data is being pulled from 'filter_relate' => array( 'intermediary_account_id' => 'account_id' ), ),

I got this from a previous post but I didn't kept the link....

I hope this help....
0 Robert Thomas over 2 years ago in reply to Dina Jesuino
I tried but this is not working. I created the filter exact as you have shown, then added the reference in the record.php like so

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array (
'name' => 'contacts_rtpol_olp_1_name',
'label' => 'LBL_CONTACTS_RTPOL_OLP_1_NAME_FIELD_TITLE',
//the name of the filter template
'initial_filter' => 'filterContactsByAccountId',
//the display label for users
'initial_filter_label' => 'LBL_FILTER_CONTACTS_BY_ACCOUNT_ID',
//the dynamic filters to pass to the templates filter definition
//please note the index of the array will be for the field the data is being pulled from
'filter_relate' => array(
'accounts_rtpol_olp_1accounts_ida' => 'account_id'
),
),
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array ( 'name' => 'contacts_rtpol_olp_1_name', 'label' => 'LBL_CONTACTS_RTPOL_OLP_1_NAME_FIELD_TITLE', //the name of the filter template 'initial_filter' => 'filterContactsByAccountId', //the display label for users 'initial_filter_label' => 'LBL_FILTER_CONTACTS_BY_ACCOUNT_ID', //the dynamic filters to pass to the templates filter definition //please note the index of the array will be for the field the data is being pulled from 'filter_relate' => array( 'accounts_rtpol_olp_1accounts_ida' => 'account_id' ), ),

I must still be missing something.

Also, here is the link you are looking for Sugar Developer Guide 13.1 - Sugar Support (sugarcrm.com).
0 Dina Jesuino over 2 years ago in reply to Robert Thomas

Show the code of the relation between module RTPOL_OLP and the module Accounts.

0 Robert Thomas over 2 years ago in reply to Dina Jesuino

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<?php
// created: 2023-09-12 08:21:18
$dictionary["accounts_rtpol_olp_1"] = array (
  'true_relationship_type' => 'one-to-many',
  'from_studio' => true,
  'relationships' => 
  array (
    'accounts_rtpol_olp_1' => 
    array (
      'lhs_module' => 'Accounts',
      'lhs_table' => 'accounts',
      'lhs_key' => 'id',
      'rhs_module' => 'RTPOL_OLP',
      'rhs_table' => 'rtpol_olp',
      'rhs_key' => 'id',
      'relationship_type' => 'many-to-many',
      'join_table' => 'accounts_rtpol_olp_1_c',
      'join_key_lhs' => 'accounts_rtpol_olp_1accounts_ida',
      'join_key_rhs' => 'accounts_rtpol_olp_1rtpol_olp_idb',
    ),
  ),
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<?php
// created: 2023-09-12 08:21:18
$dictionary["accounts_rtpol_olp_1"] = array (
  'true_relationship_type' => 'one-to-many',
  'from_studio' => true,
  'relationships' => 
  array (
    'accounts_rtpol_olp_1' => 
    array (
      'lhs_module' => 'Accounts',
      'lhs_table' => 'accounts',
      'lhs_key' => 'id',
      'rhs_module' => 'RTPOL_OLP',
      'rhs_table' => 'rtpol_olp',
      'rhs_key' => 'id',
      'relationship_type' => 'many-to-many',
      'join_table' => 'accounts_rtpol_olp_1_c',
      'join_key_lhs' => 'accounts_rtpol_olp_1accounts_ida',
      'join_key_rhs' => 'accounts_rtpol_olp_1rtpol_olp_idb',
    ),
  ),
  'table' => 'accounts_rtpol_olp_1_c',
  'fields' => 
  array (
    'id' => 
    array (
      'name' => 'id',
      'type' => 'id',
    ),
    'date_modified' => 
    array (
      'name' => 'date_modified',
      'type' => 'datetime',
    ),
    'deleted' => 
    array (
      'name' => 'deleted',
      'type' => 'bool',
      'default' => 0,
    ),
    'accounts_rtpol_olp_1accounts_ida' => 
    array (
      'name' => 'accounts_rtpol_olp_1accounts_ida',
      'type' => 'id',
    ),
    'accounts_rtpol_olp_1rtpol_olp_idb' => 
    array (
      'name' => 'accounts_rtpol_olp_1rtpol_olp_idb',
      'type' => 'id',
    ),
  ),
  'indices' => 
  array (
    0 => 
    array (
      'name' => 'idx_accounts_rtpol_olp_1_pk',
      'type' => 'primary',
      'fields' => 
      array (
        0 => 'id',
      ),
    ),
    1 => 
    array (
      'name' => 'idx_accounts_rtpol_olp_1_ida1_deleted',
      'type' => 'index',
      'fields' => 
      array (
        0 => 'accounts_rtpol_olp_1accounts_ida',
        1 => 'deleted',
      ),
    ),
    2 => 
    array (
      'name' => 'idx_accounts_rtpol_olp_1_idb2_deleted',
      'type' => 'index',
      'fields' => 
      array (
        0 => 'accounts_rtpol_olp_1rtpol_olp_idb',
        1 => 'deleted',
      ),
    ),
    3 => 
    array (
      'name' => 'accounts_rtpol_olp_1_alt',
      'type' => 'alternate_key',
      'fields' => 
      array (
        0 => 'accounts_rtpol_olp_1rtpol_olp_idb',
      ),
    ),
  ),
);

Here you go.

0 Dina Jesuino over 2 years ago in reply to Robert Thomas

take a look at this:

sugarclub.sugarcrm.com/.../29733
0 Robert Thomas over 2 years ago in reply to Dina Jesuino

I am not sure why you referenced that link. My relationships are working fine, just none of my filters work. I have created three separate filters, 2 based on relationships and one just based on a field that might or might not be empty. None of those filters work at all.
+1 Dina Jesuino over 2 years ago in reply to Robert Thomas
Do you have "links" in both side of the relationship?

I think the problem is the value that you use on the filter relate.

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'filter_relate' => array(
'accounts_rtpol_olp_1accounts_ida' => 'account_id'
),
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'filter_relate' => array( 'accounts_rtpol_olp_1accounts_ida' => 'account_id' ),

In my code "'intermediary_account_id'" is a link created on the custom module side.

I suggested that post because for me it was fundamental to understand and create the links on both side of the modules.

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'filter_relate' => array(
'intermediary_account_id' => 'account_id'
),
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'filter_relate' => array( 'intermediary_account_id' => 'account_id' ),
0 Robert Thomas over 2 years ago in reply to Dina Jesuino

Ok now the filter is popping up but the dynamic field is blank. I had to create a calculated field that is supposed to populated with the account_id.
0 Robert Thomas over 2 years ago in reply to Robert Thomas

Ok that Filter is working. Thank you. I had to create a calculated field with related($accounts_rtpol_olp_1,"id") as a formula.
0 Dina Jesuino over 2 years ago in reply to Robert Thomas

nice!!!