How to Display Related Plan Items in a Detail Object Based on Selected Plans in a Tab?
We have created a Quotation tab on the Lead page in Creatio. This tab displays the plan options. Here's the scenario:
When a user selects a Plan from the detail object and clicks Next,
The system should display values related to the selected plan within the same tab.
These related plan values should be displayed as a detail object so that the user can select the desired Sub-Plan.
Is it possible to implement this functionality using Business Processes or any other method within Creatio? If yes, could you guide me on the best approach?
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Hello,
A business process cannot cover such a business task, as business processes cannot change the view of the page you are on. You can configure the business process to start on a button for the page, in which you will pass the selected record as a parameter, but the business process in turn will already open a new page (that are available in terms of business processes) where you can already filter the records based on the selected option.
We believe that to achieve this behavior, you will need to consider developing at the client module level. From the screenshots provided, it looks like this is a FreedomUI page, so we recommend that you have a look at the materials on Creatio Academy for development:
1) https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/category/freedom-ui
2) https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/freedom-ui-customization
Thank you.