Filtering Document id filed

[Renjisha]

Can we add qualifier condition for document id field. For example , if we have document filed 'XYZ' and it is dependent on table 'Account'.

XYZ field is showing all records from 'Account' table. We don't want to list all the details.Can we make any default filter or qualifier condition on this field

[Deepak Shaerma]

Hi @Renjisha 

Yes, , it is possible to add a qualifier condition for a reference field (like your ‘XYZ’ field that points to records in the ‘Account’ table) to limit the records that are displayed in the reference field’s dropdown or suggestion list. This is typically done using a reference qualifier.

1. Right Click on the Name of your Reference Field
2. Click --> Configure Dictionary
3. Under Reference specifications , filter your references 

Note: Please Mark this Helpful and Accepted Solution. If this Helps you to understand. This will help both the community and me..
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Thanks & Regards 
Deepak Sharma 

[Mark Manders]

What do you mean with 'we don't want to list all the details'? XYZ is already only referencing the account table, as I understand, but you will see 'Account: abcdefg' in the field.

[Renjisha]

XYZ is referencing account table, and it shows all account lists.

We have to filter this list and only active account should be listed.

[Mark Manders]

Then you should get to your reference qualifier and add that 'active = true'.