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Trying to create a custom txn column field on time entry, using a list of custom records that each specifies Project in a custom field.  Want the available options for selection to be limited based on the project selected on the time entry vs the project set on the custom record but I can’t get it to work.   Field displays all records regardless of the project specified.  What am I missing?

Tried using both Job (line) and Job (Main).  Both options show all records regardless with no filtering.  Is it something to do with time entries specifically?

I think the project field on the time entry is looking at both customers and projects so try making your Matter Project a list/record of entity and see if you can filter by the Customer(line) or entity (line) field on the time entry

yup!  that did it.  thanks <@U01T64HLVPE>!

….except the filtering only appears to work on the time entry and not the weekly timesheet.   any thoughts?  I’m using the older version of timesheets (ie not the unique record type, just the UI overlay grouping all time for the week together