Filter elements in detail new item

Dear,

When adding a new element to a detail, I would like to know if it is possible to filter these elements.

For example, in the account competitors detail below, I would like to only display accounts whose type is competitor.

 

Competitor


So in the page that appears how to filter the accounts by type ?

Select competitor

Is it possible to do this type of filter or do you have to go through an intermediate page ?

Thank you !
Nicolas

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Hello!

Yes, it is possible to filter the records available in the lookup when adding a new item to a detail in Freedom UI.

To do this, you can set up a static filter on the list component or mini page that opens when you add a new record. For your use case — displaying only accounts with the “Competitor” type — you can apply a filter on the Type field of the Account object.

You can find more information about setting up static filters in Freedom UI in this article:


https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

If you're working specifically with a lookup field on a mini page, you can also filter its values by setting up a business rule:

https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules

 

Thank you!

 

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