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.

Thank you

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Hello,

 

Please note that this can be setup with the help of business rules, you can find the detailed instructions in this Academy article:
https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/freedom-ui-business-rules


You can set it up either for the detail element or for the object itself, you can try the latter to achieve your business goal.

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Hello Community, 

 

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. 

 

Any suggestions are really helpful.

 

Thanks

Gargeyi.G

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Greetings,



The desired functionality can be achieved by one of the previous community answers:

https://community.creatio.com/questions/hide-fields-lookup-filter

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