Hi everyone,
I have a child table (Todays Followups
) inside a custom DocType linked to CRM Lead
.
Issue:
Child table fields (like next followup date
, status
) show up in filters on the Desk view, but not in the CRM Portal page.
However, normal Data fields added to the parent DocType do appear in portal filters.
Question:
How can I enable filtering by child table fields in the portal?
Goal:
Allow CRM portal users to filter leads based on child table fields.
thanks in advance @buildwithhussain @shariquerik