Filter lookup field in Lookup section

Hello,

 

I have a lookup with certain columns. One of the column is a lookup and I need to filter this column based on certain conditions.

 

Is there an example of how to do this?

 

Thanks

Like 0

Like

3 comments

Hello Shivani,

 

If I understand your business task correctly, you would like to apply the filtration for lookup columns on some record page.

This can be achieved with a help of business rules functionality. 

More detailed information about it can be found in the below and related articles:

https://academy.creatio.com/docs/user/no_code_customization/ui_and_busi…



Should you have any questions, please let us know!

 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

 

That was not my requirement. Apologies if I was not clear before. Let me try to state the use case again.

In the lookup section, I have a Lookup table as follows

The highlighted column is a Lookup pointing to SysModule table. I need to filter out certain sections and not show all the sections that comes in the pick list by default. Since the lookup section is different from other sections like Contact or Leads, I cannot use the solution you provided. 



I believe I need to create a client module to override BaseLookupConfigurationSection. It would be great if you could give me an example.



Thanks

Hi Shivani,

 

unfortunately this functionality is not possible at the moment. We will create a request for the  R&D department so they can develop this functionality in future releases.

 

Best regards,

Dariy

 

 

Show all comments