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Hello! I'm trying to filter a custom Transaction Body Field which is a List/Record - Employee using the Source &amp; Filtering tab. I'm filtering them by Roles, and it doesn't seem to work. Basically I want a custom transaction field that can show a list of employees with Admin or  any other roles. What other ways could I try?

Just add a checkbox to the employee record to indicate it should show in field X and then use that as your filter

or if there are multiple fields and the employee should show in, you could use a list to reduce the number of fields required.

I.e. "Employee role type" - "Admin" "Accounting" and then you set up your filters that should allow accounting/admin to accordingly.

of course that requires maintaining it over time - but your desired goal presents issues.

Thanks, looks like that should work. Although what you said is true, it requires maintaining. Every change in employee roles will need a revisit  on that checkbox. I have also thought of just making a custom list, but that also requires maintenance, when new employee change roles.

It's just weird that I can select Role in the filters and also Admin in values, but it doesn't work.

well, any time you go to a sublist - you're likely to encounter issues.

That would be like being able to filter for Sales Orders by items on the order.

or Vendors by Addresses - just 1 record hop too many

Well, thanks for the inputs and alternative solutions. I might try the checkbox one.

<@U027M7PE917> I'm thinking it would be worth trying to make that custom employee checkbox based on a Saved Search. might saved a few steps of having to keep it updated.

<@U01E037GJ84> Seems like a brilliant idea. And I've been trying this out since you suggested it, but I can't seem to figure out how to connect a checkbox to a saved search. Is it possible? Maybe I'm missing something.

<@U027M7PE917> seems I mislead you there. Updating as a checkbox will need to be a workflow or script. I did just do it in my account fiving me a Free Form text Field with a Yes/No result on the Employee record. That could also be used to drive your initial requirement. The summary saved search used a criteria of Role, Starts with Administrator is what I used as a POC.

<@U01E037GJ84> No worries. Lol, I was googling how to connect a saved search on custom fields and it seems possible on other types of field, just not checkbox. How unfortunate, it could have been so easy. Anyways, I'll likely follow what you did there, thanks!