Is there a simple way to filter a dropdown to show only those contacts that belong to a particular Role?
I have explored several common approaches, but none have provided the ideal, straightforward method:
- No-Code Filtering by Contact Folder: Attempted to create a static "Reviewers" folder in the Contacts section. However, this doesnt seem to work for filtering with Freedom UI.
- Business Rules in Page Designer
- Field‑level rules only expose “Make required” / “Read‑only” / value‑copy actions, no lookup‑filter.
- Page‑level rules let me “Apply static filter,” but they don’t list Folder or FolderId, or any path through SysUserInRole.
- Custom Data Model (Object/View):
- Using a custom object with BaseLookup as its parent forced a mandatory 'Name' (text) field for the lookup value itself, which isn't suitable for directly linking to a Contact record and requires extra, redundant user input.
- Using BaseEntity as the parent required adding an extra display field (a lookup to Contact) and the dropdown would store the ID of our custom object record, not the Contact.Id directly, making it less intuitive and adding an unnecessary layer.
Is there an out‑of‑the‑box no‑code way in Creatio Freedom UI to filter a lookup dropdown by all users in a given Role (without creating a separate lookup table or writing custom page schema JSON)?
If that’s not supported today, what’s the best “no‑code” or “low‑code” pattern you’d recommend to maintaining a dynamic list of Reviewer users (ideally driven by Role membership or using a custom object)
Thanks in advance for any guidance or creative alternatives!
