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?
I am writing to request assistance with applying a filter on a lookup field within a detail while performing inline editing of a record on a Freedom UI page in Creatio. The object of this detail resides in the Classic UI.
Could you please provide guidance on how to achieve this functionality? Any examples, documentation, or step-by-step instructions would be greatly appreciated.
How can we add a filter to a lookup field in a form page so it can show only the required fields? I have tried by updating it in the client schema by using the code and it worked fine but whenever I add or modify any other field in form page, the code in client schema disappears. I have also tried using business rule, but we don't have an option to add such filter.