In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type and sub-type. Another example of this would be the state and city lookup in Creatio, the city lookup depends on what is selected in the state lookup and will only show the cities for the selected state. The example in this article is going to be with a subcategory and category lookup. The end result will look like this.
Here’s how that works. We’ll associate each subcategory with a parent category. We’ll do this by adding a category field to our subcategory lookup and then populate the category on each subcategory. Lastly, we’ll add a business run on our page to filter the subcategories for the selected category.
First thing to do is make the subcategory and category as normal lookups, then go to the application hub, locate the object for the child lookup (in our case, the Subcategory) and add a category lookup on the subcategory object. This will let us pick a category for each item we put on the subcategory lookup.
Now you’ll want to go to the lookups and find your subcategory lookup. Now there should be another column on there where you can connect your subcategories to a category. If you don’t see the category column then you can add it by going on the view menu and click setup columns and add it. For each subcategory I add, I need to also populate the linked Category to tie that subcategory to the selected category.
Last step is to add a business rule to do the filtering. This is going to be a normal filter business rule where we will filter the subcategory on the selected category. In our case when the user selects a category on the contact page, it will automatically filter the subcategories to match the selected category. Add a “Apply filter” business rule
Then, set up the filter to look like this:
Now your two lookups should be filtering properly. Once a category is selected, you should only see the subcategories for that category.
Hello, how can I implement the selection of several categories for the subcategory?
For example: We have Sub A and we need to connect several categories to it ( Category1, Category2 and etc) It doesn’t matter how much. How to make this MultiSelect in column Category?
The usual way to do that is to add the item multiple times, once for each of the Categories.
For example, Sub A would exist multiple times, once for each of the parent categories:
Sub A -> Category 1
Sub A -> Category 2
If you wanted to do this without duplicating the sub categories, you’d need to develop a 1:many relationship where multiple parent categories can be added for a child sub category. Then you’d have to do the filtering in code rather than use business rules.
Ryan
Thanks for the answer. Are there any examples for me to see?