Mobile search

Hello Clara, 

As of now, advanced filter functionality in the mobile version of application cannot be achieved with a help of basic system tools. 

We have already registered the corresponding query for our R&D team and will be waiting for it's implementation in the upcoming versions. 

So far, I would like to  suggest you to check similar posts with the examples of achieving the needed functionality with a help of development, such as this one:

https://community.creatio.com/articles/setting-filter-mobile-application

Should you have any questions, please let us know!

Best regards, 

Anastasiia

Hello Anastasiia, 

I have a question: the link you suggested explains how to create a filter on the grid page where all entities are shown (all the opportunities added in Creatio). 

This is interesting but not useful in my case. 

I have a custom column (eg "Reporter") added to the Opportunity object which is a lookup linked to the Contact. 

On some contacts I have for example the type "Contact person".

When I add a new Opportunity via the mobile app I want to fill my custom field reporter with only the contacts of that particular type. 

So I want only contacts who are "Contact person" to appear in the selection window on the mobile editing of an opportunity.

In this way I do not apply a filter on all opportunities but only on one column of the opportunity when I add or modify a single entity.

Is this possible?

Best regards,

Clara

Clara Fioranzato,

In order to achieve such implementation, you can try to use "Business rules in a mobile application".

Here is the link with practical examples, so you can set it up according to your business task:

https://academy.creatio.com/docs/developer/mobile_development/mobile_ap…

Hopefully it helps!

Best Regards, 

Bogdan L.