Hello Community,
I'm trying to use the "Apply Filter" function to filter a lookup value based on three parameters. The business rule works correctly when adding a new record and copy record; however, when editing an existing record, only one filter is being triggered (marked).
Has anyone encountered this issue, and is there a solution to ensure all filters are applied when editing a record?
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19:33 Jul 16, 2025
Hello!
Please check the following points:
- Verify how the values are populated on the page and make sure that all conditions in the business rules match the actual fields and events on the page.
- If the values are populated by a process, please note that the standard business rules may not be triggered correctly because they expect client-side user interaction.
- For testing, we recommend splitting the rules — try applying one condition at a time to make sure the first filter works as expected. Once you confirm that, add the next condition. This incremental approach will help you identify which condition may not be working.
If you need, we can help you review the configuration or provide best practices for this scenario.
09:51 Jul 22, 2025
Alona Dolya,
Hello, thanks for the response.
We ended up implementing a filter in the client-side code. It took more effort, but it works as expected.
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