Dear community,
Is it possible to do advanced filter on the mobile app as on the web?
For example I have an object that is a detail of Opportunity and I just want to select the list that have a particular Account for the Opportunity.
How can I do that? Can I add the filter on the account in my custom object if I don't have that field in the object?
Thanks in advance,
Clara
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Hello Clara,
As of now, advanced filter functionality in the mobile version of application cannot be achieved with a help of basic system tools.
We have already registered the corresponding query for our R&D team and will be waiting for it's implementation in the upcoming versions.
So far, I would like to suggest you to check similar posts with the examples of achieving the needed functionality with a help of development, such as this one:
https://community.creatio.com/articles/setting-filter-mobile-application
Should you have any questions, please let us know!
Best regards,
Anastasiia
Hello Anastasiia,
I have a question: the link you suggested explains how to create a filter on the grid page where all entities are shown (all the opportunities added in Creatio).
This is interesting but not useful in my case.
I have a custom column (eg "Reporter") added to the Opportunity object which is a lookup linked to the Contact.
On some contacts I have for example the type "Contact person".
When I add a new Opportunity via the mobile app I want to fill my custom field reporter with only the contacts of that particular type.
So I want only contacts who are "Contact person" to appear in the selection window on the mobile editing of an opportunity.
In this way I do not apply a filter on all opportunities but only on one column of the opportunity when I add or modify a single entity.
Is this possible?
Best regards,
Clara
Clara Fioranzato,
In order to achieve such implementation, you can try to use "Business rules in a mobile application".
Here is the link with practical examples, so you can set it up according to your business task:
https://academy.creatio.com/docs/developer/mobile_development/mobile_ap…
Hopefully it helps!
Best Regards,
Bogdan L.