Is it possible to restrict to specific values in the reference field filter

Sania Mohsin1
Tera Contributor

Hello experts,

Please can someone tell me if it's possible to have condition when selecting value for reference field filter?

For example, I have a reference field GeoUnit Country that is referencing the location table. What I realized that, the dropdown will give you all the options in the location table. But I want the users to be able to select a specific type of location when filtering. Can this be done?

find_real_file.png

3 REPLIES 3

Anurag Tripathi
Mega Patron
Mega Patron

Hi,

You can filter records showing yup on a reference field s by adding a reference qualifier.

Essentially, it is a filter you add on your dictionary to filter the records you want user to be able to select

 

Read in detail here: Reference Qualifiers

 

It is added on a dictionary of type reference as shown in the screenshot below.

find_real_file.png

 

To add it on any field, right click on the field label and click on configure-> dictionary and you will land on the form above.

-Anurag

-Anurag

Appli
Mega Sage
Mega Sage

Hi Sania

If I understood correctly, you want to limit choice options in drop down list. 

Reference qualifiers only work with reference fields like Caller (Type=Reference), to limit selections in "dropdown" fields like Category (Type=Choices) you may consider writing a client script that will leverage "removeOption"/"addOption'  methods to manually add / remove options in the concerned field.

Hope this helps.

Hope it helps

ReginaldFawcett
Tera Guru

Hi @Sania Mohsin

Did you ever find a solution for this. 

I have the same issue with the Location table. It is showing the users all of our locations (Corporate, Store), and I want to be able to restrict them to selecting just the store locations.

Thank you,