Hi I am new here. I am trying to implement ERPNext. When I create new customer , Customer group and territory filter not working as expected. When I select “All customer groups” no records are filtered but when I clear everything records start showing.
Similarily for Territory. Whats the use of parent group it doesn’t show child
For tree structures, frappe uses a different filter, namely descendant/parent of. Equals is a strict equal to filter.
If you want all the territories/groups falling under the parent:
- Click on Add Filter
- Select the field
- Select Condition: in this case descedant
- Select the parent value.