Lookup-Based Printable Filtering in Freedom UI (Equivalent to Classic UI Behavior)
We have implemented a lookup-based filtering mechanism for Printables in Classic UI. The behavior is as follows:
- A lookup field (e.g., Stage) is used as a filter.
- Based on the selected lookup value, only the related Printables are shown.
- For example, if there are 15 Printables in total and the user selects the “To Be Signed” stage, the system dynamically filters and shows only the 2–4 Printables that are relevant to the “To Be Signed” attachments.
This works correctly in Classic UI.
Now our customer has migrated to Freedom UI, and we need to implement the same functionality there. We have searched both Academy and Community, but all available examples of Printable filtering appear to be limited to Classic UI. We could not find any reference or implementation guidance for achieving lookup-driven Printable filtering in Freedom UI.
Has anyone implemented a similar scenario in Freedom UI, where Printables are dynamically filtered based on a selected lookup value or stage?
Any guidance, architectural approach, or sample implementation (Client schema, DataSource filtering, or UI Handler logic) would be highly appreciated.
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Hello,
Hello,
In Freedom UI you can’t hide individual reports inside the Print report menu, but you can control the buttons.
Add a Print report button to your page, then create a business rule on your lookup field: if it equals a certain value, show the button; otherwise hide it.
If you need different reports per scenario, add multiple Print buttons (e.g. “Print Customer Pack”, “Print Partner Pack”) and use rules so only the right one shows.
For full control (skipping the menu), add a custom button with a click handler that picks and runs the right report based on the lookup.
That’s the Freedom UI equivalent of conditionally showing/hiding printables.
Thank you for reaching out!