Reference Field Columns Not Matching Filter Fields in Window

Rae Khan
Tera Contributor

Hi everyone, 

 

I have an issue with the Requested For Field on the Task Form. 
When the Requested For magnifying glass is click upon, we get a window with 4 columns (name, first name, last name, email). 

However, when the filter option is clicked, we get many more options than the 4 columns shown in the window. 

Where can I adjust the filter option dropdown to only show the same 4 options as the columns?

 

RaeKhan_0-1691501896676.pngRaeKhan_1-1691501914230.pngRaeKhan_2-1691501936510.png

 

Any help on this matter would be appreciated. 

Thank you,

1 ACCEPTED SOLUTION

In my suggestion, below steps should help you.

Create * ACL, and mark admin override as true and advanced check box as true and in the script editor you can write answer = false

Create 1 read acl for each field, and keep admin override as true, that's all.

 

But keep one thing in mind this is instance wide, even on forms nobody will be able to see any other field apart from these 4 fields except admin, which might not be acceptable across the platform.

That's why I recommending omit filter to be true, this will be contained only for lookup list and no ACL changes will be required.

 

Best Regards
Aman Kumar

View solution in original post

6 REPLIES 6

In my suggestion, below steps should help you.

Create * ACL, and mark admin override as true and advanced check box as true and in the script editor you can write answer = false

Create 1 read acl for each field, and keep admin override as true, that's all.

 

But keep one thing in mind this is instance wide, even on forms nobody will be able to see any other field apart from these 4 fields except admin, which might not be acceptable across the platform.

That's why I recommending omit filter to be true, this will be contained only for lookup list and no ACL changes will be required.

 

Best Regards
Aman Kumar

Thank you so much! The read ACL for the admin removes it from the list for anyone else, whereas I was thinking that everything else but that field would exist.