How to filter "Related Records" Listview Counters ??

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elviseras
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How to filter "Related Records" Listview Counters ??

Post by elviseras »

Hi, Sergey.. How are you ?? I hope you can help us in this important need we have now and I would appreciate any help on it...

In this instance of RK we have several entities that are different but are related to each other (Companies <--> Tasks <--> Tickets <--> Activities) ..... we have had to do it like this because we have the possibility of that during a project (Update for example) the same Ticket or Task affects several Companies, but also for example, that some tasks or Activities are "exclusive" only to one Company..... This structure is working very well in this way for us and on the Companies list page we can see the Tasks, Tickets or Activities related to each Company vía Function .. (Its Perfect !!!) See Image ...
Related_Tasks&Tickets&Activities.png

Now, we need to be able to "Filter" the number of records, for example only Tickets or Tasks with status "Open" (and not all related Tickets or Tasks).... How can we do this? Would it be possible to do it with a new MySQL field that could filter the number of related records from another entity?

If it is not possible and as suggestion: Could it be done by adding the filtering possibility in the Related Records file type creation form (See image) ??? ... We would be willing to make a good donation for this ...
Related Records file type creation form
Related Records file type creation form

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Re: How to filter "Related Records" Listview Counters ??

Post by support »

Now, we need to be able to "Filter" the number of records, for example only Tickets or Tasks with status "Open" (and not all related Tickets or Tasks)
On records page we can see list of related items. So do you need add filters to this listing (like default listing has), right?

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Re: How to filter "Related Records" Listview Counters ??

Post by elviseras »

Good Idea Sergey, but....If we do as you say, on the main page of our list of "Companies" (Main Entity) would also appear number of "Tickets" or "Tasks" (Related Records) that meet the filter condition only?

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Re: How to filter "Related Records" Listview Counters ??

Post by support »

It looks like you don't need dynamic filets like I offered.
As I understand you need define filters for field type Related items filed.
For example you have created Related Tickets filed and add filters to display just New and Open Tickets. In result on items page you always will see related items with status New and Open.
I'm on the right way?

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Re: How to filter "Related Records" Listview Counters ??

Post by support »

Or do you need just count related items by filter in listing?

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Re: How to filter "Related Records" Listview Counters ??

Post by elviseras »

As I understand you need define filters for field type Related items filed.
For example you have created Related Tickets filed and add filters to display just New and Open Tickets. In result on items page you always will see related items with status New and Open.
I'm on the right way?
Yes, this is correct !!
Or do you need just count related items by filter in listing?
No, the reasonable thing is that items related by filter are also shown in the records page (list of related items), of course!!

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Re: How to filter "Related Records" Listview Counters ??

Post by support »

OK, I have added in plan. You can donate for this feature.

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Re: How to filter "Related Records" Listview Counters ??

Post by elviseras »

Fantastic!! could it be ready for v2.8. too?

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Re: How to filter "Related Records" Listview Counters ??

Post by support »

yes

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Re: How to filter "Related Records" Listview Counters ??

Post by elviseras »

Donation Made with Order No 2337 !!

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