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How to configure subview for fields which is based on parent field for filter smart actions to work.

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edited Mar 27, 2024 7:02AM in Sales 3 comments

Summary:

Filter smart action from opportunity subview for one of the field "Stage" is not working.

Content (please ensure you mask any confidential information):

In account we have opportunity foldout and subview. If we are navigating to opportunity subview, we can see some filter smart actions for the fields we have in subview.

We have one field "Stage" which is fixed choice list and having parent choice list with "Opportunity Record Type". So when we are hitting smart action it is not showing the list for stage instead of that showing box with input text.

In network tab, when we click on smart action value for opportunity record type is not getting passed.

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