How do you filter a list field by the value in another field?
I have created a record type called ‘Allowance forms’
This has the following fields (with the field type in brackets):
- Employee (list/record type field-sourced from the employee list. dynamic default value=’current user’)
- Allowance type (drop down sourced from another record)
- Projects (list record type field sourced from the list of all projects)
What I am trying to do is narrow down the options that show when clicking on the ‘projects’ field
In particular, I don’t want all of the projects of the organisation to display
I want the list of projects the form user is able to choose from to only include those projects where they have been included as a resource.
How can I do that?
I don’t think you will be able to do this without some sort of customization. The normal approach to do your filtering is to use the
Sourcing & Filtering subtab of your field to limit the select options. Usually a combination of the
Source Filter By or the
Custom Field Filter sublist. Sadly project resource is not availabe as a
Source Filter By option and is not available as a
Filter Using option.
You can force this to work by having a script set the Project Resources on a Multiple Select custom entity field on your project. Then you can use that custom field as an option for your
Filter Using field and then use your custom employee List/Record field as the
Compare To Field.