Filtering a Contact Lookup to Only Display Users in a Certain Role in Creatio (formerly bpm’online)

In my previous article, I wrote about how to filter a lookup using an attribute that allowed you to set the lookup filters in code, rather than with a business rule. In this article we’ll look at a specific example of filtering a contact lookup to only display contacts that are users in a certain role.

Here’s the code to add to the attributes. In our example, we are filtering a contact lookup with a column name of UsrApprovalUser and we only want to see contacts in the lookup that are in the “Sales managers” role:

attributes: {
	"UsrApprovalUser": {
		"dataValueType": Terrasoft.DataValueType.LOOKUP,
		"lookupListConfig": {
			"filters": [function() {
				var filters = Ext.create("Terrasoft.FilterGroup");
				filters.add("RoleFilter", 
					Terrasoft.createColumnFilterWithParameter(
						Terrasoft.ComparisonType.EQUAL, 
						"[SysAdminUnit:Contact].[SysUserInRole:SysUser].SysRole.Name", 
						"Sales managers"
					)
				);
				return filters;
			}]
		}
	}
}

That’s it. Add that attribute to the page and the lookup will now be filtered.