Filter the opportunities "Point of contact" field

[Bonapara]

trafficstars

Current behavior

Desired behavior

1. Filter the list to display only the employees of a company. For example, if the company is "Figma," only Figma's employee (Dylan Field in the seed) should be shown.

2. Add an "Add People" button at the bottom of the menu if there are no matching records in the search or if there are no employees associated with the company.

See Companies show pages behavior:

If there are no employees linked to the company, display only the "Add new people" button, excluding the search and result section.

When a new person is created, it should be automatically associated with the corresponding company (the one from the opportunity).

[jioh-kim]

Hi @Bonapara is anyone working on this? If not, I'd like to pick it up. Thanks!

[jioh-kim]

Could you assign it to me? :) Thanks

[Bonapara]

Just assigned you @jioh-kim. Thanks!

[charlesBochet]

@jioh-kim any update on this one? :)

[Bonapara]

@charlesBochet, Discord update received, this issue is available for assignment

[gitstart-app[bot]]

Here is the GitStart Ticket for this issue: https://clients.gitstart.com/twenty/5449/tickets/TWNTY-2632

[a-kud]

is this issue available for grabs?

[Bonapara]

Hi @a-kud, I think @gitstart-twenty is handling this one!

[FelixMalfait]

Re-opening as this was lost during refacto 🥲 - not convinced the implementation in #3191 was the right long-term approach. Would be great if we had a more generic design pattern for this that was driven by the backend.

E.g. use Options column in Field Metadata (on the record representing the point of contact field), something like { filter: {sourceField: 'companyId', targetField: 'companyId', operand: 'eq'}})