Isaac Rumbold
11/20/2024, 6:28 PMCeligo AI
11/20/2024, 6:28 PMAI generated answer (using internal Slack threads):To filter a dropdown based on a field from the parent record, you can use the 'Source List' and 'Source Filter By' options in the custom field settings. Here's a step-by-step guide: 1. Navigate to the custom field settings of the field you want to filter. 2. In the 'Source List' option, select the custom record field that holds the parent record. 3. In the 'Source Filter By' option, select 'Parent'. This will filter the dropdown to only show records that are related to the parent record selected in the 'Source List'. This method is useful when you want to filter a List/Record type field based on the value of another field on the same record. For example, if you have a custom record with a 'Customer' field and a 'Contact' field, and you want the 'Contact' field to only show contacts that are related to the selected customer, you can set the 'Source List' of the 'Contact' field to the 'Customer' field and set 'Source Filter By' to 'Parent'. Please note that this method only works for List/Record type fields and the parent record must be of type List/Record as well. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
11/20/2024, 6:28 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837839425
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832350731
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830483794
Celigo AI
11/20/2024, 6:28 PM