Hello Community,
I have created a List field on the new_call table and I would like to filter the results shown when clicking the magnifying glass. I cannot get the filter to behave the way that I need and I'm just wondering if I am overlooking something in my efforts.
Here is a shot of the dictionary record for the field
On the new_call record, the Related Records field below is the one that I created. However once I click the lock to add records, it is not filtering the results properly.
It is referencing the new_call table and here is a shot of the filter that I've set. So when I click the lock, i want to only be able to add records where Robert McAfee is listed as the Caller or listed in the Requested For field.
Currently, it is returning all records on the table. Any suggestions on how to narrow down the filter?
jaspalsinghchot no dice there. This is the number of results that I got back using that filter. There should only be 7 records.
Also, the problem there is that the Caller and Requested For fields will not always be the same. I'm just using this configuration to test the filter.
deepak.ingale I attempted to use a dynamic filter in my earlier troubleshooting. The problem that I ran into is that when I save the dictionary record, it always converts my Reference Qualifier type back to Simple. This is how I have it set at this moment...
After clicking Save, the form reloads, and this is how it alters my filter...
I narrowed this behavior down to an out-of-box business rule, but I don't understand why it would behave in this manner.
