We have CPT – Clients and CCT called – CPT Steps
Both are connected by Relations
Clients to Steps – One to Many
ID: 34
-===
One Step to Many Transactions
125
-===
Listing grid – Displayed using Post Query – Get Steps Post of Current Client – Post Query
https://office-crm.guardior.info/wp-admin/admin.php?page=jet-engine-query&query_action=edit&id=172
Post Title | |
_description | |
custom-related-date | |
step-status | Coming from Query Builder – Step Status – Taxonomy |
note-for-step | |
Reference | |
attached-document | Repeater document-name document description type |
messages-repeater | Repeater From Text date—time |
hide-and-show | |
third-party-relation | |
cryptocoin-relation | |
Content Heirarchy |
Listing Grid
Filters:
Filters
# Created Date – Simple Date Range Filter – Post Date – Created
# Modified Date – Simple Date Range Filter – Post Date – Modified
# Agent Filter – JetSmartFilter – Data Source using Custom Query – Plain Variable – author_ids– Main Query used for Listing grid – Authors – Authors in – JetSmartFilter – Plain variable – author_ids
# Status Filter – JetSmartFilter – Data Source using Custom Query – Meta field – step-status
# Third Party Filter – JetSmartFilter – Data Source using Custom Query – Meta field – third-party-relation
# Cryptocoin Filter – JetSmartFilter – Data Source using Custom Query – Meta field – cryptocoin
# Free Search Filter
-===
Step:
– Select by agents who are authors of this CPT
– Select by statuses (custom field status not native post status)
– Requested By (relation to CPT: Third Party). Show only query of related third parties, not the entire posts list.
– Category (term categories). Show only query of related caategories, not the entire category list.
– Requested Currency – Show relation (metafield relation or native relation its up to you) of the related cryptocurrency to this step.
– Type: Radio field of Transaction In / Out
– Created Date from – to that the record was created.
– Modified Date from – to that the record was modified.
– Free Search
— Refresh button if possible to refresh listing.
— Reset Filters button