Question

Filter lookup based on 2 sources (Account, Partner(Also Account))

Hello everyone,

 

I have a contact lookup in service section that i want to filter it where Contact.Account = Service.Account, also there is a lookup in Accounts section called "Partner" , which is Also a "Account" lookup . 

 

i want to filter the contact field that retrieve the contacts that belong to this partner, in addition to the contacts that belong to the sub-account ( the one that has been chosen in the service.

 is there a way to make that happen? (i tried to add 2 filters in business rule but didn't work. 

 

thanks in advance.

 

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3 comments

Is this a classic page or Freedom UI?

Freedom

Anas Masa'deh,

I don't believe the ootb business rules allow for using an OR condition when the filter is based on page values. You'll likely need to filter via code. See https://customerfx.com/article/dynamically-filtering-a-lookup-on-a-creatio-freedom-ui-page/

Ryan

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