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.
So in the page that appears how to filter the accounts by type ?
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:
Thank you!