Hi,
When you click the 'Search' button when establishing a 'Primary Contact' for an account. Can i filter the lookup to only show contacts that belong to the account record you are in?
Currently it returns a list of every contact we have in CRM.
I tried to do it via a business rule with no avail.
Thanks
Like
Hello Tom,
It's not possible to implement your business task with a help of basic system tools, the additional development will be needed.
The same question has been already discussed in a separate post on our Community, please refer to it in case you'd like to proceed with implementation by code.
Best regards,
Anastasiia
Hi Anastasiia,
Is there a way to do this in Freedom UI through code or filters of some kind?
Vincent Nguyen hello,
- Add @creatio-devkit/common usage into Accounts_FormPage
define("Accounts_FormPage", /**SCHEMA_DEPS*/["@creatio-devkit/common"]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/(sdk)/**SCHEMA_ARGS*/ {
2. Add the following handler to the page
{
request: "crt.LoadDataRequest",
handler: async (request, next) => {
const currentAccountId = await request.$context.Id;
const contactAttr = "PrimaryContact";
if (request.dataSourceName === `${contactAttr}_List_DS`) {
const filter = new sdk.FilterGroup();
await filter.addSchemaColumnFilterWithParameter(sdk.ComparisonType.Equal, "Account", currentAccountId);
request.parameters.push({ type: "filter", value: filter.toJson() });
}
return await next?.handle(request);
}
}
3. Refresh the page and check the result.
Hi Oleg is the handler compatible for 8.2.0 or the latest version. Currently I'm on 8.2.0 and its not working. I also had a question about the request.parameters.push({ type: "filter", value: filter.toJson() }); what does it do?