We have CPT – Clients and CCT called – CPT Steps

Both are connected by Relations

Clients to Steps – One to Many

ID: 34

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Step to Transaction (History)

One Step to Many Transactions

125

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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

 

 

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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