Tag a printable record to a section and implement filter conditions
Hello community,
I have an opportunity section with a lookup field called OpportunityType. I also have a lookup field called Printable in the same section, which the user will use to tag the opportunity record to a particular printable.
The use case here is that since we have many printables, we would like to filter the printable based on OpportunityType. I am assuming we need to replace the Printable object, add a new lookup column referencing the OpportunityType Lookup. We want this field OpportunityType to be visible on the UI where Printables are configured (Please see below image).
Please advise.
Like
Hello Shivani,
I have an article here that shows how to show or hide printables based on a value on the page. Hopefully this helps you get started:
https://customerfx.com/article/showing-or-hiding-printables-based-on-a-…
Ryan
Hi Ryan,
I am looking for something different. I want to override the printable page schema (The page where we add new printable records) to show a new field as seen in the image I posted earlier.
Do you have any approach pls?
Thanks