Is there a way to for a lookup column to display as a supplementary display value?
I'm running into an issue with address data. The issue comes about when a user begins to find or type out a city. When a user does this, the city dropdown will display all cities that have same name. For example, say the user is looking for Glendale, AZ. When a user types out or begins looking for Glendale, all cities that are named Glendale will appear. This makes it hard for the user to select which Glendale they want because they may end up selecting Glendale, California vs Glendale, Arizona. Although there is a workaround where users can select a state and a dynamic filter will the city dropdown based on the state, I want to see if I can leverage the Supplementary display value that Creatio provides . I know that this parameter only shows attributes that are not lookups, but is there a way to leverage this feature? If so how do I do that. I want it to show what Cities to have a supplementary display value of the state lookup and State to have a supplementary display value of the Country lookup. Currently I'm on version 8.2.0
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Hello!
To resolve your question, I recommend using the address filtering logic that is implemented in the basic version of Creatio.
Specifically, when populating the “City” directory, there are several fields that help users select the correct value based on the following criteria: country, state/province/region. Once these fields are filled in, and the user selects the correct country and then the corresponding state or region while entering the address, only one city with the matching name will appear in the selection list.
At the user interface level, there are business rules in place that perform this value filtering.
Additionally, I recommend cleaning up duplicates in the country directory to ensure that only one city per region is listed.