How do I FILTER (not SOURCE) a custom field by a Multi-select field? I have a custom record called ABC which has a custom field (let’s call custrecord_def) of type MultiSelect->Department I have another custom transaction line (actually an itemoption but that doesn’t matter) field (let’s call this custcol_ghi) of type List/Record->ABC which I’d like to filter such that it only allows values in the dropdown where the ABC either has no Departments specified in custrecord_def or includes the department matching the transaction item. Could also be ok if it matches the department of the transaction itself. Basically, I can’t seem to get FILTER working when the FILTER USING is a multi-select.

I have done something similar to that, I wanted a drop down to only show a list of employee's that are set as Bill Approvers, not the entire employee list, I did this by creating a saved search to give me the results, then used that saved search to source the values for the field, not exactly the same as what your trying to do, but might point you in the right direction.

Once again, I’m not looking to SOURCE by this, but to FILTER by it.