Greetings!
I want to show only the contacts that are assigned to a specific role in a contact lookup field for selection.
Like
Hello,
Such functionality cannot be achieved with a help of basic system tools, but will require development.
We do not have specific ready to use examples of such implementation from our side but you can refer to the below article on our academy:
https://academy.creatio.com/documents/technic-sdk/7-13/using-filtration…
Also, I would like to suggest to check similar questions on the Community, such as the below posts:
https://community.creatio.com/questions/how-filter-contact-lookup-show-…
https://community.creatio.com/questions/role-base-filtration-contacts-l…
https://community.creatio.com/questions/role-based-filtration
Best regards,
Anastasiia
Hello Janhavi,
I have an article on this exact topic. See
https://customerfx.com/article/filtering-a-contact-lookup-to-only-displ…
Ryan