just started evaluating x2crm and am very much impressed with the ease of customizing modules and fields. I am however struggling with 2 major problems, and was hoping someone could give me some direction:
1. I have created a module to manage data assets, but need to add either a dropdown or lookup field - values from another module. This field needs to be filtered on an entity type in the source value list. for instance: the module data assets has a lookup field called entity type, which is populated with values from another module's field entitytype, filtered on value "Digital Data Asset"
2. I have tried with Firefox, Chrome and Edge (thought it could be a browser problem) to create a workflow. I cannot drag and drop to the board. Am I doing something wrong? Do I need to configure something?
I have searched in the forum and user guide, but could not find a solution. It seems there are other users with similar issues...any possibility to learn about the solution(s) workarounds?