In a workflow, is it possible to limit what option...
# suiteflowd
Dan Warner
09/18/2023, 10:59 PMIn a workflow, is it possible to limit what options are can be seen in a custom list depending on what selection has been made in a different field?
For example, let's say I have lists called "Make" and "Model".
If Make = Toyota, then Model should only show the options "Corolla", "Camry", and "Highlander".
If Make = Honda, then Model should only show the options "Accord", "Civic", and "Odyssey".
But the Model list contains all six of the models listed above. So the options shown in the Model picklist in the UI need to be limited depending on what selection has been made in the Make list.
Is there a way to configure this desired outcome in a workflow?
m
MGBC
09/18/2023, 11:00 PMYou can do this in just the custom field config. In the sourcing and filtering subtab
MGBC
09/18/2023, 11:00 PMDon’t need a workflow
☝️ 2
d
Dan Warner
09/18/2023, 11:25 PMThanks @MGBC!
Dan Warner
09/19/2023, 2:21 PM@MGBC For the situation I described above, where would the Sourcing and Filtering subtab be that I need to use? I don't see a sourcing and filtering subtab on the transaction form that I'm using, nor is it on either of the two lists that I am using.
m
MGBC
09/19/2023, 2:22 PMFirst of all you would need to create your list of "models" as a custom record and not a custom list
MGBC
09/19/2023, 2:23 PMAre they both custom lists currently?
d
Dan Warner
09/19/2023, 3:41 PM@MGBC Yes, they are both custom lists. So they need to be created as custom records?
m
MGBC
09/19/2023, 9:51 PMThe Make can stay as a custom list if you want but Model will have to be a custom record
MGBC
09/19/2023, 9:51 PM(but both can be custom records if you want, it doesn't hurt anything)
MGBC
09/19/2023, 9:52 PMGo to the Model custom list and click the convert to custom record checkbox then save
MGBC
09/19/2023, 9:52 PMMGBC
09/19/2023, 9:53 PMONce saved go to the custom record and click the Add field button.
Add a field called "Make"
Set it to List/Record type
Then choose your "Make" custom list as the source value
MGBC
09/19/2023, 9:53 PMMGBC
09/19/2023, 9:54 PMMGBC
09/19/2023, 9:55 PMGo to your list of Models, and add the correct Make for each one. So for Corrolla, Camry, Tacoma record would all have the Make of "Toyota" assigned
MGBC
09/19/2023, 9:55 PMFor Focus, Edge, F150 record would all have "Ford" assigned as the Make
MGBC
09/19/2023, 9:56 PMnow you have your back end tables built
MGBC
09/19/2023, 9:58 PMI'll assume you are displaying these 2 lists on a Transaction record but if not the instructions are the same just relative to whatever record type you are using>
Go to your custom transaction body field for "Model"
Edit the field config
On the Sourcing and Filtering subtab go to the filters section
MGBC
09/19/2023, 9:59 PM6 Views