how to limit a custom field (List/Record) on the T...
# ask-stanley-ai
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how to limit a custom field (List/Record) on the Time bill record to filter by its Project linked on the custom field/record
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AI generated answer (using internal Slack threads):
To limit a custom field (List/Record) on the Time bill record to filter by its Project linked on the custom field/record, you can use source filtering. Source filtering allows you to limit the available options in a custom field based on the value of another field on the same record. Here's a step-by-step guide on how to do this: 1. Navigate to the custom field record that you want to limit. 2. In the custom field record, go to the 'Validation & Defaulting' tab. 3. In the 'Source List' field, select the field that you want to use as the basis for filtering. In your case, this would be the Project field. 4. In the 'Source From' field, select the field on the source list records that should match the value in the 'Filter By' field. This would be the Project field on your custom record. 5. In the 'Filter By' field, select the field on the current record that should match the value in the 'Source From' field. This would be the Project field on the Time bill record. 6. Save the custom field record. Now, when a user selects a Project on a Time bill record, the options in your custom field will be limited to those that have the same Project on their custom record. Please note that this solution may not work on the weekly timesheet if you're using the older version of timesheets. This is because the older version of timesheets is a UI overlay that groups all time for the week together, and it may not support source filtering in the same way as individual Time bill records. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837036192
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.803344727
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.803161681
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