How do I select relations in settings for Edit Archive?

Kasper Rosenlund 24 May 2022

I looked at the new Custom Archives. Looks great so far.

But I can't figure out how I choose a sale in this situation. Here I've added a sale-relation extrafield (Sale relation) on a request, and trying to use this to only show request linked to the salescard you're under. It doesn't look like I can choose anything in the field to the right. 

I've tried with salename, saleId, variable '{sale_id}', variable '{sale_name} but nothing works so far. 

If it works with link to extrafields, I think this can solve a lot of custom solutions at our customers, where we need to show tickets under project or sale :).


RE: How do I select relations in settings for Edit Archive?

Kasper Rosenlund 25 May 2022

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RE: How do I select relations in settings for Edit Archive?

David Hollegien 25 May 2022

RE: How do I select relations in settings for Edit Archive?

Kasper Rosenlund 25 May 2022

RE: How do I select relations in settings for Edit Archive?

Kasper Rosenlund
27 May 2022
Hi Trude.
That is a shame, but I guess I have something to look forward to :).
What is the purpose of being able to select Requests on sale and project archives then? There is no direct link between request and sales/projects. What is the logic behind what is shown? Because it looks like it shows all requests if no filter is set, and without any dynamic variables to filter this, I can't how this should be usefull on sales/project.

RE: How do I select relations in settings for Edit Archive?

RE: How do I select relations in settings for Edit Archive?

Bas Kreijveld 8 Jul 2022