Chris Raitzyk
07/31/2026, 5:12 PMCeligo AI
07/31/2026, 5:12 PMAI generated answer (using internal Slack threads):Based on the conversations, it is possible to limit the values in a drop-down list custom field on a custom record using a combination of custom field configuration and workflows. However, it is important to note that this might require changing the structure of your data. Here are the steps to achieve this: 1. Create your list of "models" as a custom record, not a custom list. The "Make" can stay as a custom list, but "Model" will have to be a custom record. 2. Go to the "Model" custom list and click the "convert to custom record" checkbox then save. 3. Once saved, go to the custom record and click the "Add field" button. Add a field called "Make". Set it to List/Record type. Then choose your "Make" custom list as the source value. 4. Go to your list of Models, and add the correct Make for each one. For example, for Corolla, Camry, Tacoma record would all have the Make of "Toyota" assigned. 5. Now, go to your custom transaction body field for "Model". Edit the field config. On the Sourcing and Filtering subtab go to the filters section. Here, you can set up the filters to limit the options shown in the Model picklist in the UI depending on what selection has been made in the Make list. Please note that this method might not work for all native dropdown fields. In some cases, you might need to create a custom field, limit the list values, use a workflow to populate the native field, and hide it on another tab. This way, users only get what is in the custom list you create, but the native field still gets populated. ****** 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
07/31/2026, 5:12 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.86151129
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838317871
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835083067
Celigo AI
07/31/2026, 5:12 PM