Hello,
Is there a similar way to the following article to add a lookup to a Popup page? I want when the stage of a lead changes to add a popup where I have to select the disqualification reason.
Adding Style to a MessageBox Dialog in Creatio | Customer FX
Thank you
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Hello,
Unfortunately, there is no other way except for development.
As a workaround, you can create a business rule that will display the field you need and make it required, and then users will not be able to save the record until they fill in that field.
Such a business rule will look like this:
You can read more about creating business rules in the following article:
https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
Hello,
Unfortunately, there is no other way except for development.
As a workaround, you can create a business rule that will display the field you need and make it required, and then users will not be able to save the record until they fill in that field.
Such a business rule will look like this:
You can read more about creating business rules in the following article:
https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.