Dear,
We are currently moving from classicUI to freedomUI and I m not able to do a simple filter on a lookup.
I want to filter a contact lookup of the account page. I only want to display the account contacts.
So in the account page business rules i did :
But the lookup is not filter
What do i miss ?
Is it because there is no condition ?
Thank you in advance,
Nicolas
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Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).
Yes, you have to populate the condition part. You can create an always true condition as a workaround (true == true).
Fyi this is fixed in 8.2.2. Release notes mention: Streamlined business rule setup. "Dynamic filter" and "Set value" business rules no longer need conditions to work
i had to add a condition then the rules works. i added if id is filled in.
I managed to filter a contact lookup using a business rule based on the contact's account name. For another contact lookup, I need to filter the contact ID to match the page's account ID.
can this filter be implemented as a business rule ?
after several days of research, I still don't see how to perform this filter without code...
Can someone help me please ?