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

[Sania Mohsin1]

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?

[Anurag Tripathi]

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.

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

[Appli]

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.

[ReginaldFawcett]

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,