Question

Quick Filter by Tag Account list Freedom UI page

Hello Guys,

I need to filter by Tag the account list page in Freedom UI.

I already tested what reported in this article: https://community.creatio.com/questions/using-tag-freedom-ui?check_logged_in=1#comment-89348

 

but it only works for "new sections".

 

The new Creatio structure uses the "Tag" section to store tags for all objects but Accounts, Contacts, etc (old existing sections) use a specific table to store their tag (that is AccountTag, ContactTag, etc.).

 

The quickfilter component set to filter by tag refers to the generic "Tag" entity then it doesn't show the tags of the Account (stored in AccountTag entity): it doesn't work.

 

Can anybody help me and tell me how to filter accounts, contacts, etc by tags in Freedom UI list pages?

Thanks

Regards

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Best reply

Good day, Massimiliano!

You can set it up in the following way:
Filter the Account on a related column "Accounts section record tag (where Account is Object)" and choose a Tag field:

related object
The end result in the Page designer is as follows:
quick filter
As a result, you will be able to choose a tag out of the list of the ones present in the AccountTag entity:

lookup AccountTag

End result
Then you will be able to locate Accounts marked by a specific tag:

account with tag
We hope this helps!

Good day, Massimiliano!

You can set it up in the following way:
Filter the Account on a related column "Accounts section record tag (where Account is Object)" and choose a Tag field:

related object
The end result in the Page designer is as follows:
quick filter
As a result, you will be able to choose a tag out of the list of the ones present in the AccountTag entity:

lookup AccountTag

End result
Then you will be able to locate Accounts marked by a specific tag:

account with tag
We hope this helps!

Thanks Nikita: you've solved my problem !

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